(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)
Biden impact on ESG investing will go deeper than climate (OMFIF, 3 min read)
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