The S&P 500 has had another run this year. The index is up by nearly 26% on price basis. Sectors such as tech, banking and transports have done well. Utilities have lagged. Overseas most developed markets have performed as well. Among emerging markets, Chile has performed poorly due to political change there. Brazil is in the negative territory also while Mexico has had a nice run due to its tighter coupling with the US economy. With that said, below are a few interesting articles for the long weekend:
- FTSE crackers and turkeys: The best and worst stocks this year (CityWire)
- For US investors only: More RMD Changes to Come for 2022 (Lord Abbett)
- FOR SALE: REAL ESTATE (Manning & Napier)
- Finger on the trigger: Should central banks hold their fire? (Focus Economics)
- Green is the new color, also for emerging markets (Robecco)
- US economy: Lessons from the 40s, (Syz Group)
- A Tale of Two Decades For Emerging Markets, (The Emerging Markets Investor)
- Top Global Risks of 2022, (Schwab)
- Higher Oil Prices Unlikely to Prove Sustainable (T.Rowe Price)
- The best of both worlds – Why now for Emerging Markets (Martin Currie)
- The Importance of Diversifying U.S. Equities Through an Uneven Recovery (Janus Henderson)
- Making Money When They Stop Making Money (Blackrock)
Family wagon from the 1800s