This week saw a tremendous uptick in blog quality (I added a 4th). And the plurality of posts were around Japan and the US Equity markets. There’s both demand for the topics and asset managers are not short of opinions/ideas there as well.
- BlackRock – Matt Tucker takes the time to explain how bond indexes work, relative to the recent Apple offering. Pretty helpful for any FA that uses bond ETFs.
- Columbia – This post provides the clearest Japanese economy breakdown with considerations.
- Pioneer – I appreciate this post mostly because the second point counters most current industry thought leadership. While most preach avoiding the hunt for yield through global (aka risky) markets, the author provides some clarity on when taking that risk may be valuable.
- Russell – Simple premise here: developed nations need infrastructure. If you agree, then this post walks through investing into that long-term need.