Hot Reads: Russia-Ukraine War Scars Global Economy

Plus, rising interest rates could trigger a liquidity crisis.

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Reviewed by: Heather Bell
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Edited by: Heather Bell

Russia’s War in Ukraine Has Scarred the Global Economy (Barron’s) 
Russia's invasion has lowered global growth and upended energy markets. What comes next might not be an improvement. 

 

Allocators Prep for ‘Economic Tsunami’ as Interest Rates Reach Decade High (Institutional Investor) 
Institutions plan to seek refuge in fixed income strategies if the federal funds rate rises to 5%. 

 

iShares Co-Creator Morgan Stanley Finally Enters ETF Race (Financial Times) 
Increasing popularity of actively managed vehicles has lured a number of heavyweight managers to the market. 

 

Xi Jinping’s Next Overseas Lending Revolution (The Economist) 
Welcome to a new era of Chinese debt. 

 

Is Small Cap Investing Right for You? (Of Dollars & Data) 
The question remains as to whether the small cap premium still exists in today’s market. 

 

Desperately Seeking Yield (The Capital Spectator) 
Cash is no longer trash, courtesy of sharply higher interest rates. Trailing yields on risky assets are looking up too. 

 

Infrastructure Investment Thesis Still Fully Intact (SeekingAlpha) 
In particular, Global X’s PAVE looks like it will benefit from three key pieces of legislation.  

 

Using ETFs to Invest in Disruptive AI Tech (CNBC) 
Things to consider when investing in AI-themed funds. 

 

Janus Henderson Bets Big on Hedge Funds, Alts After Outflows (Bloomberg)

Struggling money manager also sticking with active investing.

Heather Bell is a former managing editor of etf.com. She has also held editorial positions at Dow Jones Indexes and Lehman Brothers. Bell is a graduate of Dartmouth college and resides in the Denver area with her two dogs.