Best Blogs of the Week

Best Blogs of the Week #208

This two-week edition for Best Blogs highlights two posts that support FAs efficiently. The first supports considerations around hedging and the second about growing practices toward responsible investing options.

Invesco Volatility Takes Center Stage –  We don’t hedge our currency exposure for four main reasons

TIAA – CREFMillennials: A Tailor-Made Market for Responsible Investing – Half of the millennials in this survey felt that they’ve “missed out” on the equity rally of the past few years.

Best Blogs of the Week #207

Only one post made the grade this week. The Invesco post is technical and weaves in my second favorite Clint Eastwood film (favorite?).

InvescoDuring a period of negative returns, the dividend and low volatility factors again led the pack in the third quarter – Although the fourth quarter is still young, high beta stocks have shown signs of rebounding, buoyed by a recovery in cyclical and commodity shares.

Best Blogs of the Week #206

Two posts this week covering broad views across asset classes and then one tactical view on readying for the inevitable.

RussellCIO3: Market Perspectives

Cash, Commodities and Global Infrastructure are the largest outliers and all three are now beyond their typical historical range.

WisdomTreePositioning Bond Portfolios for Future Rate Hikes

Investors should consider hedging interest rate risk as opposed to simply moving it by moving into the shorter end of the yield curve.

 

 

Best Blogs of the Week #205

Slight delay in sharing the best posts of last week (but look a shiny new Naissance Web site).

American CenturyCIO Insights

Higher-yielding, higher-credit risk bond sectors tend to perform more like stocks in periods of market stress.

Lord AbbettCorporate Bonds: A Stampede of Elephant-Sized Deals Hits the Streets

what is the evidence that investors prefer these large, liquid, jumbo deals? Such evidence would be pricing data that showed investors being willing to pay a premium to own those deals. In fact, the data show just the opposite

NatixisBeyond Allocation

In fact, 77 percent of investors say they go on gut instinct when making financial decisions.2 Thus, advisors are increasingly assuming the role of client therapist, helping clients work through their emotions, endure day-to-day market fluctuations and stay focused on their long-term financial plan.