News
Plus: Top defensive stocks, Gates dividend favorites, UK threatens to become EM country, cryptos are bottoming, and more.
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The Better Defensive Equity Strategy
The differences between defensive funds and strategies are large. bfinance looked at what it works best under what circumstances.
Ideas for uncertain stock market times
T. Rowe Price expects investors to enter a period of lower returns, less predictable inflation and higher volatility. The asset manager gives three tips to cut losses while making enough money to beat inflation.
Bill Gates’ three dividend favorites
Investors are in an incomprehensible time
“The bond market is confused. The stock market is confused. The consumer is confused. I’m confused. The only people who aren’t confused either don’t understand what’s going on or aren’t paying attention.” very strong story by Ben Carlson.
New promising funds
The Morningstar Prospect List is a semi-annual publication of promising, actively managed strategies that are currently not yet qualitatively reviewed by Morningstar’s fund analysts, but which we find attractive and therefore consider as potential candidates for obtaining a Morningstar Analyst Rating.
Sell everything!
That’s what hedge fund managers do today
Sell everything
Hedge funds are betting against bonds and stocks pic.twitter.com/iecVZHxuYC
— ?????????????? (@AlessioUrban) August 8, 2022
America so
LGIM’s multi-index investor Andrzej Pioch does not believe in a strong rebound in Chinese equities or a long-awaited catch-up of undervalued European equities. He bet even more on US stocks.
American investment impulse
The Inflation Reduction Act will be a historic effort to fight inflation and reduce CO2 emissions by 40 percent by 2030 through investments in US renewable energy projects. Read of column by Krist Plaizier of Fintessa.
Decreasing debt is increasing inflation
With governments unable to reduce high debts and deficits by spending less or raising revenues, @Normal expects that many will resort to the “inflation tax”: relying on unexpected price growth to wipe out long-term nominal liabilities. https://t.co/SsaKJ6vuQf
— Project Syndicate (@ProSyn) August 9, 2022
Curb the perverse revenue model behind fake news
That writes Zahra Boufadiss, criminal lawyer in Amsterdam.
Major drop in profit for chippers expected
Semiconductor profits are expected to decline sharply.
Source: @business
Today’s issue of The Daily Shot Brief: https://t.co/tIDWP1DegU pic.twitter.com/toyCCNH9Is
— Lev Borodovsky (@thedailyshot) August 9, 2022
The many British problems
“Britain is becoming an emerging market country”, say a Saxo Bank macro analyst told CNBC.
It’s time for a rain dance
The current drought is also turning into a severe economic headwind.
Europe’s next big enemy: drought!
Water levels in Europe’s major rivers, including the Rhine, have dropped to record low levels, meaning ships simply can’t get through. Eurostat estimates shipping routes alone add USD 80 billion to Eurozone GDP. The total impact is much bigger. pic.twitter.com/VPEALA0SIU— jeroen blokland (@jsblokland) August 10, 2022
Active vs Passive
The returns of the IEX Fund 40 (actively managed mutual funds) and the IEX Index 20+ (ETFs).
Good news for crypto investors: There is a bottom!
JPMorgan says cryptocurrencies “have found a floor” https://t.co/6uNbLdgfET
— CNBC (@CNBC) August 9, 2022
China is aging faster and faster
“But though it’s possible to conceive of a smaller, nimbler and smarter China, it’s not a given. The baby bust is real and, as the CCP has found out, while you can force families not to have more than one child, you can’t force them to have more than one.” Comprehensive analysis. Must read for China investors.
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Of Editors of IEXProfs consists of several journalists. The information in this article is not intended as professional investment advice, or as a recommendation to make certain investments. Editors may hold positions in one or more of the listed funds. click here for an overview of their investments.
