Best Blogs of the Week

Best Blogs of the Week #224

Posted by Anu Heda on Mar 28, 2016, in Best Blogs of the Week , tagged with , ,

Three posts from different blogs this week covering emerging markets, pension plans and Valeant.

Lord Abbett – The Growth Investor: Lessons from the Valeant Struggle – The takeaway for growth investors is clear: the high-growth universe is full of big winners and big pretenders.

Russell – The pension plan herd has broken up – For me, the most striking feature is the divergence between the investment approaches. Once upon a time, pension plans paid a lot of attention to peer group comparisons.

Wells Fargo – Five reasons emerging markets assets have rebounded– Overall, we assess the developments in China as slightly positive for emerging markets near term. (Helpful chart re: Brazil below)

 

Source: Wells Fargo Advantage Voice

 

Best Blogs of the Week #223

Posted by Anu Heda on Mar 21, 2016, in Best Blogs of the Week , tagged with , ,

This week’s blogs include numerous posts related to negative interest rate policy. None were particularly insightful so we steered towards three compelling posts on varied topics.

BlackRock – Why millennial women are tuning into their finances –  We also found that millennial women who learned financial responsibility from their parents were more likely to engage in and enjoy investing.

Columbia – Is the U.S. heading towards a recession? – For now, we can say the U.S. economy is late cycle, with recession risks rising but not yet elevated.

M & G – The Central American Remittance Crunch – who would lose most from a Trump Presidency? – The US election campaign has surprised everyone thus far. [Enough said.]

blog posts

Best Blogs of the Week #222

Posted by Anu Heda on Mar 14, 2016, in Best Blogs of the Week , tagged with , ,

Three blog posts this week including big data, intergenerational wealth transfer, and high yield. All three are critically important for financial advisors today and thus important for the companies serving them.

AB – Tuning Out the White Noise in High Yield – This isn’t 2008 all over again. The recent sell-off looks a lot more like what the market endured in 2002.

BlackRock – What Big Data Can Tell us about the Economy– Rather than relying on a few anecdotal bits of evidence, big data allows us to measure exactly how much more frequently words like “recession” have crept back into use.

Putnam – Making inroads with the next generation – The biggest obstacle to retaining assets passed to heirs is a lack of relationship.

(Image from aforementioned BlackRock blog post)

Best Blogs of the Week #220

Posted by Anu Heda on Feb 29, 2016, in Best Blogs of the Week , tagged with , ,

Three posts in our 220th edition related to industry blogs. Two viewpoints on a similar topic; which is very exciting (to us).

AB – High Yield: Could the 2008 Crisis Repeat Itself? – We understand why investors are concerned. Memories of the global financial crisis are still fresh in all of our minds, and sharp sell-offs like the one high yield has endured are never pleasant. But in our view, the recent turmoil simply doesn’t compare to what happened in 2008.

Franklin Templeton – This is Not 2008 – In our assessment, market fears of deflation are unwarranted. The decline in headline inflation has been driven by the collapse in oil prices, yet core inflation has been positive and stable.

Invesco – President’s budget retirement proposals: Few new, many repeats – While most ideas are repeats from past budgets, some of which have been slightly tweaked, several new provisions debuted this year.