Hot Reads: Fed Tightening Comes With Risk
Also, AQR’s Cliff Asness says value stocks are still cheap.
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Fed Tightening Cycle Is Here, But Will It Work? (The Street)
Rising interest rates heading into a rapidly slowing growth cycle leads to high recession risk.
Are Value Stocks More Than Just An Interest Rate Bet? (Institutional Investor)
Value stocks are still cheap even after their recent run-up, according to AQR’s Cliff Asness.
Does Investing In ESG Hurt Pension Plans? (Morningstar)
Studies focused on public pensions don’t tell us much about 401(k)s and ESG.
Fed On Verge Of Repeating History (Yahoo Finance)
Trouble could be brewing as the Federal Reserve amps up its hawkishness.
Are Fed Forecasts Divorced From Reality? (Disciplined Systematic Global Macro Views)
The Fed sees only a 0.1% increase in unemployment by the end of 2023, but will markets believe that?
10 Top-Performing Commodity ETFs In 2022 (ThinkAdvisor)
Commodities have finally awakened from their long hibernation.
China ETFs Explode Higher (ETF Wrap)
Plus, uranium funds implode.
Emerging (& Reducing) Markets? (ETF Edge)
“EMCR” is trying to hit two birds with one stone ... but with mixed results right now.
High Liquidity & Low Costs For Corporate Bond Investors (Parametric Portfolio)
Corporate bond investors can take advantage of fixed income SMAs without paying extra to access liquidity.
