📑 Research Notes for 2021-12-27
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📑 Research Notes for 2021-12-27
This week, we look at the economy going into the new year, the companies that defined the last year, the worst year for bonds since 1999, and the U.S. ban on Xinjiang goods.
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 12 Most Important Charts to Watch in 2022.
(Yahoo Finance)
Lots of data made huge swings in 2021 as large swaths of the economy reopened, quickly sending the stock market and GDP to new record highs. As we look forward to the new year, there are two big-picture questions: Which positive trends will persist? And what are the opportunities for further growth?
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The Companies That Defined 2021.
(Wall Street Journal)
In 2021, a handful of companies stood out from the pack, dominating the conversation and influencing society in both positive and negative ways.
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Global Bond Markets On Course For Worst Year Since 1999.
(Financial Times)
Indicatively, shortly before 2021 ends, the Barclays aggregate bond index, which monitors government and corporate bonds worth 68 trillion dollars, shows a negative return of 4.8%. This is the worst performance for the index since 1999, when it had fallen by 5.2%, as investors fled the bond markets to the booming stock market in order to take advantage of the explosion of dotcom shares.
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U.S. Bans Imports from China’s Xinjiang Region.
(CNBC)
President Joe Biden signed a bill Thursday that aims to crack down on human rights abuses in China’s Xinjiang region. The legislation bans imports from Xinjiang and imposes sanctions on individuals responsible for forced labor in the region. The measure marks Washington’s latest effort to curb the harsh treatment of the Uyghur Muslim minority in China.
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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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