Hot Reads: Fixed Income May Be Reviving

Plus, a look at how the dividend factor is dominating 2022 performance.

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JPMorgan Says Bonds Aren’t Serial Losers Anymore (Institutional Investor)
The painful slump in the markets “may not yet be over” but return expectations are better than they’ve been in a decade.

 

High Dividend Still Leads US Factor Returns (The Capital Spectator)
Meanwhile, large cap growth has struggled year to date.

 

Which Is the Better Dividend Growth ETF, VIG or NOBL? (The Street)
Despite both ETFs being classified identically, their portfolios look very different.

 

5 Survival Tips for the Bear Market (Kiplinger)
One of the most important is to differentiate between the stock market and the economy.

 

Alliance Bernstein Plans ETF Cathie Wood Pitched a Decade Ago (Financial Advisor)
The asset manager is planning its own "disruptors" ETF that seeks to target innovative companies.

 

Let ESG Client Returns Speak for Themselves (Advisor Perspectives)
Kicking the politics out of investment debates.

 

A Hedge Fund Strategy in ETF Form (CNBC)
Hedge funds are traditionally targeted at accredited investors, but are now becoming more accessible through ETFs.

 

Economic Trade Projects Diplomatic Power (Disciplined Systematic Global Macro Views)
Cultural and political hegemony will march with economic trade.

 

ETFs For El-Erian’s Recent Advice (Yahoo Finance)
Mohamed El-Erian recently suggested investors look to short-duration debt. Here are some ETFs that cover the space.

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