3D/L: Worrying About Worrying
We have our own second-order inflation fear. What troubles us is how low the market prediction of inflation seems to be. Others aren't worried enough.
Recent
Krane Model Portfolios Now Available on Envestnet, Vestmark and Adhesion
"We are excited to provide our strategies to a broader range of clients by partnering with three of the leading platforms," says the KraneShares COO.
Flexible Plan: Should We Be Looking For Performance Perfection?
What is declared “perfect” is often subjective. Your “perfect” sandwich may be completely unappealing to someone else. Leave Goldilocks behind.
Morningstar Managed Portfolios: Why Crypto Doesn't Meet Our Standards as Investment Managers
The primary question I’d ask is what role is it expected to play in a person’s portfolio? Is it a return generator or a diversifier?
3D/L: From Transitory To Transitional
Accelerated inflation may be transitory as the Fed hopes, but deliberate economic restructuring is easier to anticipate . . . if it actually happens.
BlackRock: Looking For Liftoff? Emerging Markets Already Have It
Many central banks have started raising rates to fight inflation, opening up debt opportunities while promoting caution on broad emerging stocks.
Brinker Capital: Do As The Economy Does, Not As Sentiment Says
The U.S. consumer is increasingly pessimistic but spending at a record pace, with sentiment dropping to a decade low despite sharp increases in sales.
