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"Has the tide finally turned for #emergingmarkets #equities after a decade of trailing #US markets? It’s a question we often hear." 5 reasons why EM equities could power ahead in #2021 by @CapitalGroup -> https://www.opiniopro.com/2021/02/capital-group/5-reasons-why-em-equities-could-power-ahead-in-2021/

The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

Reflation, Flation, What’s Your Nation? https://www.etftrends.com/model-portfolio-channel/reflation-flation-whats-your-nation/ #ETF #tracker

Not many places to hide last week, but #cyclical sectors held up relatively well amidst the backup in rates.

#financials
#industrials
#energy

@FactSet data

#MoneyMarketFunds that lend to #PrivateSector borrowers experienced large withdrawals during the financial stress of March 2020, but cumulative outflows differed considerably across funds https://www.bis.org/publ/qtrpdf/r_qt2103b.htm

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