📑 Research Notes for 2021-08-23
This week, we look at the economy through the earnings of retailers, the recent rise of retail investors, and emerging market valuations.
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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The Economy Through Retail's Lens.
(Axios)
America’s most iconic retailers offered a nuanced look at how the spread of the Delta variant is affecting the economy. COVID cases spiked in late July and have been trending higher ever since. It’s too early to draw conclusions about the current wave's impact on the economy. But patterns are emerging from the fresh anecdotes coming from corporate America.
Just How Mighty Are Active Retail Traders?
(The Economist)
Just two years ago the future of investing seemed to involve fewer and fewer people. Retail investors were piling into “passive” index funds, which track a broad basket of stocks for a tiny fee. Active fund managers, whether swaggering hedge-fund gurus or staid mutual-fund bosses, were in retreat as index and quantitative funds swelled. More automation seemed inevitable.
Contrarian Investors Should Love Emerging Markets.
(Bloomberg)
Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.
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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