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Bank of America’s research on why fund managers underperform points to the conundrum of conviction in fast-changing markets. 

Might be worth checking out these defensive stocks

MacroBusiness Access Subscriber Only Content at 1:00 pm on May 24, 2021 | 5 comments Revisiting our weekly assessment of Wall St factor analysis we find BofA still occupying the good news is bad news narrative: The taper barbell:long inflation & long quality; long inflation = long commodities,short bonds & long commodity currencies, small cap, EAFE/EM cyclicals; long quality = long low-beta utilities, staples, and short “long-duration”equities. Long inflation: case for inflation causing jump in inflation expectations; asset price inflation now mutating into real estate, commodities; next ...

The Globe and Mail Bookmark Please log in to listen to this story. Also available in French and Mandarin. Log In Create Free Account Getting audio file ... This translation has been automatically generated and has not been verified for accuracy. Full Disclaimer Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow I’m kicking myself a bit this morning. I wrote a newsletter top discussing the possibility of a mass investor exodus out of bonds and into equities led by risk parity funds. I forgot to mention that the mammoth US$14-billion iSha...