Best Blogs of the Week #240
on Aug 01, 2016
Only a single post this week worth mentioning and more in format than content. American Century revisited macroeconomic themes in a straightforward manner. Revisiting themes or an outlook is done too irregularly. Yet, I think it’s a valuable way to tie thoughts together for an advisor seeking to insights over a medium or long-term.
American Century – Four Key Themes Revisited – This recalls our discussion of several issues ago about four key economic developments likely to influence large-cap growth stocks in the coming years. Here we revisit these themes in light of events so far in 2016, though we emphasize that our investment philosophy and security selection process remain unchanged.