Author: Anu Heda

Best Blogs of the Week

Posted by Anu Heda on May 14, 2012, in Best Blogs of the Week , tagged with ,

In a week that began with a new French leader and ended with a $2B  headlines, the industry blogs covered a numerous topics. We thought two blogs were particularly interesting.

  • BlackRock – The author tests the adage sell in May and go away in this post.
  • Putnam – This post builds on DALBAR research indicating equity investors under-perform the market because they churn too much. Interesting topic for any FA speaking with jittery clients.

Best Blogs of the Week

Posted by Anu Heda on May 07, 2012, in Best Blogs of the Week , tagged with ,

This week we have three posts from two firms.

  • BlackRock – Think you can isolate from China, think again. This post discusses who an improving Chinese economy is good for the entire world.
  • BlackRock – This interesting post is a Q&A on the affect gender has on selecting and working with financial advisors.
  • Wells Fargo – Also a Q&A, this post shares some of the underlying drivers to today’s fixed income market.

 

Best Blogs of the Week

Posted by Anu Heda on Apr 30, 2012, in Best Blogs of the Week , tagged with ,

From last week’s blogs, I gleaned very interesting posts in different areas of asset management

BlackRock – In this post, Sue continues the walk-through of her FA search. I think understanding her process can be exceptionally helpful to any FA looking to increase their client base.

Russell – This post walks through investing with respect to political change. I feel like I’ve already read too many posts about the upcoming election and dramatic impact everyone should expect. Natalie does an excellent job of calming the waters and maintaining a longer time horizon.

 

Best Blogs of the Week

Posted by Anu Heda on Apr 23, 2012, in Best Blogs of the Week , tagged with , , ,

Four interesting blogs taken from the 80+ blog entries posted over the last two weeks.

  • Columbia -This post supports the idea that the best-rewarded investors are the ones that avoid timing investments. From our FA proprietary research, we hear FAs say this theme comes up time and again.
  • Pioneer – We all like to know “worst case” scenarios. Well this post provides a succinct list of potential worst cases for the US economy. It’s such a strong post because the author reminds and enables advisors to discuss these topics with their clients. And those clients will appreciate knowing “worst case.”
  • Russell – This time of year, there’s a lot of tax-related blogging. This post provides a helpful chart and investing tie-in when contemplating the potential tax changes.
  • Wells Fargo – Gasoline. The TV talking heads, politicians, and economic pundits talk about gasoline prices too much. But this post provides logic (and two charts!) around what to consider if prices increase.

Best Blogs of the Week

Posted by Anu Heda on Apr 09, 2012, in Best Blogs of the Week , tagged with , ,

In this week’s post, we return to recommending three posts (we’ve only found 2 posts each of the last two weeks).

  • BlackRock – There’s so much inertia and discussion on seeking yield in today’s financial news, this post posits a case for exercising caution in that search.
  • Columbia – I think many FAs appreciate cause and effect commentary. Those commentaries facilitate easy discussions. James Carlen posts about the cause and effect related to higher oil prices and emerging markets.
  • Wells Fargo – This post shares a straightforward example and background on the cost of “fear.” While dense (Wells isn’t big on graphics or charts), it’s one of the better posts of 2012.

The “best blogs of the week” will be on spring break next week. We’ll be back on April 24th.