Hot Reads: Mild 2023 Recession Possible

November 17, 2022

Compiled by Staff


JPMorgan Expects 'Category 1 Economic Hurricane' in 2023 (Yahoo Finance)
Two JPMorgan economists are predicting a mild recession in the last half of next year.


Investor Sentiment on Real Estate at 5-Year Low (Institutional Investor)
But investors aren’t likely to ditch real estate investments altogether, since the asset class continues to offer protection against inflation.


Stock Bets That Wiped Out ESG Returns May Do More Harm Yet (Bloomberg)
Big Tech has dominated ESG portfolios, leading to major losses.


ARK & Commodity Deflation Risk (Disciplined Systematic Global Macro Views)
Cathie Wood’s concerns about deflation don’t mesh with some of the data.


Gold Funds Face Challenges Over Responsible Sourcing Claims (Financial Times)
Scrutiny of sustainable investing is increasing in the gold fund sector.


Is There a Theoretical Foundation Behind Industry & Factor Momentum? (Alpha Architect)
Looking at momentum 30 years after the seminal paper by Jegadeesh and Titman.


Boring Is Beautiful in Investing (A Wealth of Common Sense)
The more exciting your portfolio, the worse your performance is in this bear market.


Global Stock Market Rally Could Be Recession Prelude (CNBC)
Despite some positive indicators, there’s still plenty to support the belief that a recession could develop.

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