Author: Anu Heda

Anecdotal Finding on FA Research…

Posted by Anu Heda on Aug 07, 2013, in Thoughts

This summer we’ve been fortunate to work on multiple projects involving direct FA research. We’re completing most of this research with telephone calls of 10 – 30 minutes and found one unexpected pattern.

FAs from the Mountain West seem to respond to our requests more frequently than FAs from other parts of the US. As a matter of fact, it seems like this strange quadrilateral  is the most fertile territory for short conversations.

 … [read more]

Best Blogs of the Week

Posted by Anu Heda on Jul 24, 2013, in Best Blogs of the Week , tagged with , , , ,

Best is going into summer mode, which means a post about the industry’s blogs every 7 – 10 days. Each posts will consider all industry blog posts since the last “Best Blogs of the Week.” With that said, we found an unprecedented five posts to share from a high-quality week-and-a-half.

  • AllianceBernstein – The author tackles inflation starting from no inflation for the long-term and then ends with a reasonable sector consideration.
  • BlackRock – We’ve been fortunate to speak with over fifty FAs in the last month. Recurring theme? A lot of question about valuing the US stock market. This post presents why the market may go higher.
  • Franklin Templeton – This post presents a succinct argument to consider European equities.
  • MFS – Jim provides 4 ways to digest earnings season, critical for any FA that does a lot of large-cap.
  • Vanguard – This post shares a fresh and short way to think about premium/discount and tracking error (in this case for International ETFs).

Best Blogs of the Week

Posted by Anu Heda on Jul 15, 2013, in Best Blogs of the Week , tagged with

Two posts this week and both from Russell.

  • Russell – This post provides the most interesting 2nd quarter recap with a few helpful charts.
  • Russell – This post has great asset class context along with a bottom line (very infrequent technique throughout the industry’s blogs).

 

Best Blogs of the Week

Posted by Anu Heda on Jul 08, 2013, in Best Blogs of the Week , tagged with ,

While there were quite a few posts related to Japan this week, none stood out as potentially valuable. Instead we have two posts: one from the most commonly cited firm and another from a firm new to the Best list (besties?).

  • BlackRock – Straightforward CIO commentary on first half versus second half (2013).
  • Natixis – Nice post on the reasons not to try timing a buying point with very helpful charts.