Best Blogs of the Week #238
on Jul 11, 2016
We have a return to semi-normalcy in the industry’s blogs. While there’s still considerable discussion on Britain, the pound and Euro-implications; many posts returned to regular programming.
Franklin Templeton – What an (Economic) Drag It Is Getting Old – The world is getting older (much older in some geographies), and to us this is without question becoming a meaningful drag on economic growth—one that will likely persist into the future.
Invesco – How much is a stock worth? There’s more to valuation than simple P/E ratios – First, low yields are driving investment decisions and creating flows into fixed income securities and fixed income substitutes – namely, dividend-paying stocks like utilities.