Hot Reads: Saved Investor Cash Could Fuel Stock Rally
Plus, active mutual funds saw massive outflows while passive funds gained.
Investors Holding Near-Record Levels of Cash (CNBC)
A record amount of funds flowed into money market accounts as the year ended. Those funds could be the fuel for a major stock rally.
Market Pressures Add to US Active Mutual Fund Woes (Financial Times)
The vehicles suffered outflows of $879 billion in the 11 months to the end of November.
Falling US Retail Sales Raise Warning Flag for Consumer Sector (The Capital Spectator)
The 1.1% slide in retail spending in December was deeper than expected. It’s the second straight decline.
Regulators Warned Against Greenwashing. Allocators Listened (Institutional Investor)
ESG fund managers in Europe might raise less capital and could even be fined by regulators if they can’t back up their sustainability claims.
‘JEPI’ a Popular Active ETF for Income Investors (Investing.com)
The J.P. Morgan ETF is one of the most talked-about funds on Reddit’s forum for dividend investing.
China & the Sovereign Debt Bomb (Jackson Hole Economics)
The international community must finish what it started with the G20’s Common Framework, by finding a way to bring China and major private creditors on board.
Best Emerging Markets ETF (TheStreet.com)
Emerging markets' returns have been dismal for more than a decade, but they may be poised for a long-overdue comeback.
Is This a New Bull Market? (The Irrelevant Investor)
With the recent revival in stocks, it’s unclear if we have entered a new bull market or are seeing another bear market rally.
Warren Buffett’s 2 Favorite ETFs (The Motley Fool)
They both track the S&P 500 Index, but there are subtle differences between the two.
