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What We’re Reading – Week of 10/18/2019

Below you will find the articles on economics, investing, and finance that we found most interesting for the week.

NB: ($) denotes subscription site.

 

Howard Marks sizes up the weird world of negative interest rates.

Memo via Oaktree Capital

 

FedEx struggles to reinvent itself as Amazon throws its weight around.

Article via Wall Street Journal ($)

 

Responsible investing on the ESG efficient frontier: There is no free lunch.  Being virtuous costs.

Article by AQR

 

The leveraged loan market is weakening.  Is this the first sign of a turn in the credit markets?

Article via Barron’s ($)