Hunt for answer to bond blues turns to active #ETFs – FT
*Link: https://t.co/gY57hJapGv pic.twitter.com/spaJMDeZSI— Christophe Barraud (@C_Barraud) October 4, 2020
Gilded age fixed income
Mid-century equities
1980s financialization -> alternatives
The historical sequence of asset allocation by US university endowments is very telling.
Fascinating paper this. https://t.co/sESZpjouQs pic.twitter.com/QpJZIK0bAp— Adam Tooze (@adam_tooze) October 3, 2020
"Over the long run, bond yields are driven by demographics" https://t.co/iMGFaKFPsy pic.twitter.com/Y6rDRlkmhT
— Trevor Noren (@trevornoren) October 1, 2020
Similar perspective for all types of US equity investment funds vs listed companies pic.twitter.com/sEKZFAQwSf
— Callum Thomas (@Callum_Thomas) October 4, 2020
marketwide short interest rises feebly all time lows. pic.twitter.com/xxbWTEcA9v
— zerohedge (@zerohedge) October 3, 2020