10 Investment Must Reads for This Week (Sept. 1, 2026)

10 Investment Must Reads for This Week (Sept. 1, 2026)

Tue, September 1, 2026 at 7:28 PM GMT+3 3 min read

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1. The Sudden Unraveling of Wall Street's Momentum Trade "The momentum index has tumbled more than 9% since July 1, lagging behind the S&P 500's 2.8% gain. The index—which tracks stocks in the S&P 500 based on a 'momentum score'—is on track for the biggest quarterly underperformance in 25 years." (WSJ)

2. Factor Investing Is Very Much Alive "Of course, six consecutive positive calendar-year observations do not prove that factor premiums are permanent, nor can one fund establish the efficacy of every factor strategy. But they are difficult to square with the categorical assertion that factor investing has been arbitraged away." (Morningstar)

3. Managers Foresee Uptick in EM Bond Inflows "The rally has coincided with stronger demand for assets seen as alternatives to the dollar, including gold and Bitcoin, as investors become increasingly concerned about the size of the U.S. deficit, the news service writes." (FundFire)

4. The NHL ETF Power Play "So what exactly will they be buying? Index futures. In this case, futures on the FutureSports NHL Team Index for each team. Which means you really, really need to understand the index before you even consider playing in this game." (ETF.com)

5. Software Firms Pay Up to Extend Debt as AI Risks Grow "More than half a dozen software companies have completed amend-and-extend transactions this year, pushing maturities back two to three years rather than pursuing refinancing that typically provide terms of up to seven years. About $40 billion in speculative-grade software debt is scheduled to mature in 2028." (FundFire)

6. Evergreen Funds Are Weathering Their First Stress Test "The redemption pressures experienced earlier this year highlighted the importance of disciplined liquidity management and investor education, but they also demonstrated that the safeguards embedded within most evergreen structures performed largely as designed." (Penn Mutual)

7. How alternatives can help wealth managers tackle concentration risk "This reshaping of markets leaves allocators in a bind – just as interest rates appear set to remain higher amid elevated inflation and ongoing geopolitical risk. As a diversifier, traditional fixed income is unlikely to offset losses should equity markets enter a period of stress." (Portfolio Adviser)

8. Principal, Constitution Capital Dip into Private Market CITs "Horizon launched with more than $50 million in assets from 18 different retirement plans, with near-term commitments bringing total assets to more than $1 billion, according to the firm's announcement." (PlanSponsor)

9. Long-Delayed Tax Bill Comes Due for Opportunity Zone Investors "Through 2024, $75 billion in deferred capital gains went into Opportunity Zones, according to the Treasury Department. Estimates from the congressional Joint Committee on Taxation indicate even bigger numbers. They suggest a one-time revenue bump of about $29 billion, recouping a big chunk of previously deferred taxes." (WSJ)

10. FINRA Asks SEC to Ease Monthly Reconciliation Rule for Private Funds "The proposal, SR-FINRA-2026-019, would amend Rule 4522, which currently requires members to receive position statements and reconcile customer holdings at least once a month. Under the change, uncertificated investments in unregistered investment funds – positions tracked as capital account balances rather than shares or units, where ownership is recorded directly by the fund rather than a custodian – would move to quarterly reconciliation." (AltsWire)