📑 Research Notes for 2021-07-12
This week, we look at concerns about inflation, the record inflows into equities, and how green pensions could be used to protect the planet.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Higher U.S. inflation isn’t going away just yet. Here’s why.
(MarketWatch)
The biggest surge in U.S. inflation in more than a decade was supposed to start petering out this summer, but it looks like the bout of higher prices is going to last somewhat longer. A trio of inflation barometers this coming week are expected to show another sizable jump in the cost of living in June, punctuated by a sharp 0.5% increase in the consumer price index for June on Tuesday.
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Markets Are Underestimating Inflation Shock, El-Erian Warns.
(Bloomberg)
Gramercy Funds Chairman Mohamed El-Erian, a Bloomberg Opinion columnist, sees some headwinds to global economic growth but adds that they don't justify the extent of the bond rally.
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Inflows into equity funds smash records.
(Financial Times)
Investors are pouring into global equity funds with a fervor never seen before. About $580 billion has been added to the sector in the first half of 2021, putting the category on track for a record inflow, according to data provider EPFR. Strategists with Bank of America estimate that if the pace of inflows continues at the same clip for the remainder of the year, equity funds will take in more money in 2021 than in the previous 20 years combined.
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Green pensions could be the ‘most powerful weapon’ we have to protect the planet.
(Euronews.green)
Switching to a sustainable pension could be 21 times more powerful in the fight against climate change than giving up flying, becoming vegetarian and choosing a renewable energy supplier combined.
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Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.