Bernstein: Market "Purely Based on Speculation"
Richard Bernstein Advisors hosted a webinar recently on a key 2023 question: is inflation yesterday's story, or a secular trend?
Source: etftrends.com
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Weekly Commentary: Transitioning To A New Cycle
Ten-year Treasury yields jumped another 12 bps this week, with a two-week gain of 44 bps. War rages in Ukraine with no end in sight. Click here for a full update.
Source: seekingalpha.com
Targeted ETFs to Locate Opportunities in Today's Market
February 18, 2021 As investors look to the markets ahead, it is important to considers ways to prepare for both cyclical and secular changes. In the recent webcast, Barbell Cyclical and Secular Change: Balancing Opportunities and Risks, Michael Arone, Chief Investment Strategist, SPDR, State Street Global Advisors, highlighted the shift in factor trends that took place in the fourth quarter of 2020, with cyclical size and value factors taking charge. “Size and Value rallied hard off the vaccine news, while Quality held up better than Momentum, given the potential for an uneven recovery,â...
Source: etftrends.com