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Quote of the Day
"ESG cannot be just a marketing tool to attract capital. Right now there is a false sense of security or satisfaction if an investor buys an ESG product that might not be what the investor thinks it is."
(George Serafeim)
Markets
- Stocks are as cheap as they have been in the past five years. (wsj.com)
- Financial conditions are tightening. (blackrockblog.com)
- No one is underweight US assets. (themacrotourist.com)
- Individual investor sentiment has turned decidedly negative. (disciplinedinvesting.blogspot.com)
Strategy
- Good luck trying to time the market. (economist.com)
- There is no simple equities-yield curve story to tell. (mrzepczynski.blogspot.com)
- How Warren Buffett's investment process has evolved over time. (behavioralvalueinvestor.com)
Crypto
Finance
Finance
- Nearly half of all pension funds employ fiduciary management providers, i.e. consultants. (bloomberg.com)
- Goldman Sachs Asset Management to buy hedge funds-of-funds manager Aptitude. (pionline.com)
- Which year-ahead reports do industry professionals actually read? (institutionalinvestor.com)
Hedge funds
- The number of hedge funds starting each year is in decline. (bloomberg.com)
- More hedge funds are closing than opening. (pionline.com)
Funds
- How to evaluate underperfrorming funds. (morningstar.com)
- What does a low volatility approach in emerging markets look like in practice? (etf.com)
Economy
- Weekly initial unemployment claims declined to historically low levels. (calculatedriskblog.com)
- Full employment is a good remedy for income inequality. (bloomberg.com)
- Workers are ghosting employers like bad dates. (washingtonpost.com)
Earlier on Abnormal Returns
- Startup links: consumer tech. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: living the frugal life. (abnormalreturns.com)
