Hot Reads: Cryptocurrency Sees January Revival

Plus, China is still the best opportunity in emerging markets, says asset manager.

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Reviewed by: Heather Bell
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Edited by: Heather Bell

Bitcoin Could See Historic January (Bloomberg)
Bitcoin is up around 40% during the first month of 2023, bringing along other cryptocurrencies on its upward trend.

 

Crypto ETFs Roar Back to Life (Financial Times)
The rebound has extended to tech funds such as ARKK, which has surged this year.

 

China No Longer a ‘No-Brainer;’ Still the Best of EM (Institutional Investor)
“Some of the demonstrations and unhappiness is what comes along with economies maturing,” says Eastspring’s Andrew Cormie.

 

How Not to Fight Inflation (Jackson Hole Economics)
A careful look at U.S. economic conditions supports the view that inflation was driven mainly by supply-side disruptions and shifts in the pattern of demand. Rate hikes won’t help but could cause more problems.

 

US Real Estate Stocks Led Last Week’s Rally (The Capital Spectator)
Vanguard’s VNQ was up 3% last week, probably because investors are expecting the Fed to put an end to its rate-hiking regime.

 

Improving ESG Practices Boosts Valuations (Alpha Architect)
Research has found that companies with higher ESG scores are more profitable.

 

‘SPY’ Faces a Fight for Its Crown at 30 (Bloomberg)
BlackRock’s IVV and Vanguard’s VOO are both gaining on SPY, which lost $12 billion last year.

Heather Bell is a former managing editor of etf.com. She has also held editorial positions at Dow Jones Indexes and Lehman Brothers. Bell is a graduate of Dartmouth college and resides in the Denver area with her two dogs.