A Once-in-a-Generation Investment Opportunity

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Research

Blackrock - Ruminating on Asset Allocation (10 pages) 

Rick Rieder argues the U.S. economy remains strong and “the technicals and fundamentals of credit markets, especially in high yield, have arguably never been better.” He also touches on the US debt burden and why the way to solve it is to try to outgrow it.

Gavekal - Prejudice And China (10 pages) 

Louis-Vincent Gave highlights how Western leaders missed China’s leap in industrial growth due to travel restrictions, media bias, and cultural prejudice. However, China’s expanding economic influence may compel a reassessment of its importance and potential for investment.

Richard Bernstein Advisors - What Does a Once-in-a-Generation Investment Opportunity Look Like? (8 pages)

RBA explains why they see a '“once-in-a-generation opportunity” in international, small caps, value stocks and inflation beneficiaries.

Goldman Sachs - The rise of passive ownership across the S&P 500 and its impact on company valuation and performance (37 pages)

In the first 5 pages, Goldman Sachs assesses the impact of passive investing on the stock market and says, "for stock pickers the share of passive ownership of a company is much less important for valuation multiples than fundamental attributes."

Bonus Content

John Authers summarizes recent research on the performance and valuation of the US stock market. Link

The mystery trader who calls himself ‘Théo’ is on track for a payday of nearly $50 million after he correctly called the election. Link

Bill Gross explains the tax advantages of investing in MLPs. Link

Larry Swedroe argues the preference for dividend-paying stocks is irrational. Link

A study of unicorn founders finds most are ‘underdogs,’ and female founders are rising. Link

Piper Sandler published their latest US teen brand survey. Link

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