Hot Reads: Industry Predictions for the Year Ahead

13 Financial Predictions for 2023 (The Street)

Treasuries rally, foreign stocks lead, inflation plunges and nothing from the Fed.

Assessing the ESG Performance of Global Infrastructure Companies (FactSet)

Many asset allocation models recommend a 5% weighting to infrastructure as these "real assets" are generally good hedges against inflation.

What Can AI Do for Investment Portfolios? (CFA Institute)

One AI equity trading model hints at the technology's potential to transform investment management.

Are Growth Investors Finally Cutting Ties With Cathie Wood? (Benzinga)

ARK Innovation flows vanish as flagship fund hits five-year low.

Stocks Snap 4-Day Losing Streak (Yahoo Finance)

Meanwhile, the Tesla sell-off intensifies.

Are Equities Still Too High? (Disciplined Systematic Global Macro Views)

Classic measures say yes.

An Incredible Chart of the Housing Market (A Wealth of Common Sense)

Two housing market booms in the same century.

Exploring the 3 R's of Fixed Income (Parametric Portfolio)

There are signs of stabilization ahead.

The Illusion of Trust in Asset Management (Institutional Investor)

Can there ever be real trust between allocators and managers without an overhaul of the due diligence process?