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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.

Best Blogs of the Week

Posted by Anu Heda on Jul 01, 2013, in Best Blogs of the Week , tagged with , ,

Three posts this week.

  • Oppenheimer – Asset managers were very inclined to write about “the Fed” last week. They came fast and furiously. Related to the topic, I found this single chart the most valuable.
  • Russell – For any advisor with a potential client on the fence, this data can be helpful.
  • Wells Fargo – A plain-speak, straightforward post on bond investing? Yes indeed.

 

Best Blogs of the Week

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

Three unexpected topics this week. All relatively compelling.

  • BlackRock – Which FAs discussed Spain for investments in June? I’m guessing nearly none and so that makes this post a great conversation starter.
  • Franklin Templeton – This post describes the retail investor as not meaningfully taking part in the US equity rally. I feel the constant barrage of bull market messages so the idea that the message is largely hollow seems intriguing.
  • Invesco – For so long, investors sought out yield in fixed income. Yield anywhere, including MUNIs. So this post addresses the idea of MUNI investing going forward.