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(1) Can Housing Withstand Higher Rates? (3 min read)
Inflation and potential Fed hikes have dominated the market narrative recently, but what about the impact on housing? John Tierney argues for an underweight position with housing equities already priced to perfection.
(John Tierney│ 4th March, 2021)
(2) Podcast Transcript: Ciamac Moallemi On Quant Investing, Machine Learning and Trading Styles (40 min read)
We published the transcript of our recent podcast with Ciamac Moallemi, Professor of Business at the Graduate School of Business at Columbia University. You can listen to the podcast here.
(Bilal Hafeez│ 4th March, 2021)
The Evidence Is in on Negative Interest Rate Policies (IMF Blog, 3 min read)
Is Inflation Alive? (Project Syndicate, 8 min read)
How institutional investment funds’ reach for yield intensifies asset price volatility (VoxEU, 6 min read)
Biden impact on ESG investing will go deeper than climate (OMFIF, 3 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)