Best Blogs of the Week

Best Blogs of the Week vol 189

Posted by Anu Heda on Jun 15, 2015, in Best Blogs of the Week

Just two posts this week of note.
Diversification: A better way to avoid portfolio gridlock  –Invesco [excellent asset class chart]

“A well-diversified portfolio should include a mix of assets that perform differently in various economic environments — that way, investors are ready for what may come”

Unconstrained ≠ Undisciplined Bond Investing –Wisdom Tree

“To WisdomTree, an unconstrained fixed income strategy allows an investment manager increased flexibility to generate total returns and manage risk compared to an index-based approach.”

Best Blogs of the Week vol 188

Posted by Anu Heda on Jun 08, 2015, in Best Blogs of the Week , tagged with , ,

All three posts this week have an international bend to them.

Yuan Taking Over –BlackRock

“… over the past 18 months, we’ve seen more of a two-way market. Investors should expect this to continue, as there are contrasting factors impacting the currency.”

A Bad Bond Proposition –M&G

“Few bond market offerings tick all the boxes, but if we are to be suitably compensated, and subject to certain red lines, we are generally sanguine.”

International Investing –WisdomTree

“if there is little to no expected return, but an additional source of volatility, why layer currency exposure on top of international equity exposure?”

Best Blogs of the Week vol 187

Posted by Anu Heda on Jun 01, 2015, in Best Blogs of the Week , tagged with ,

Only two posts to recommend this week, both focused on investing opportunities.

Investing in Bank Stocks –Invesco

“In our view, this price action looks like the start of a positive trend and a continuation of the rally that had been in place from about September 2011 to March 2014.”

Refuting the Top 3 Misconceptions of EM Corporate Credit –WisdomTree

“In our view, valuations in emerging market corporate debt could represent an attractive entry point for patient investors who are focused on total returns.”

Best Blogs of the Week vol 186

Posted by Anu Heda on May 26, 2015, in Best Blogs of the Week , tagged with , , ,

 

This week’s posts cover multiple topics.

What a Rate Hike May Mean for Stocks –BlackRock

“markets characterized by multiple expansion—in other words, when investors are paying more per dollar of earnings—are more vulnerable to a change in monetary conditions.”

China is Choking on its Own Debt –Loomis Sayles

“It’s difficult to remember the last time so many paid so little attention to something so vitally important.”

Is ESG a non-financial issue? Or a future financial issue? –Russell

“Typical investment structures at present do not necessarily capture the potential impact of ESG factors.”

When the dollar is strong, look to small caps –Wells Fargo

“In the short run, we expect larger-cap companies to feel the effects of the stronger dollar.”

Best Blogs of the Week vol. 185

Posted by Anu Heda on May 18, 2015, in Best Blogs of the Week , tagged with , ,

Three great posts this week and I thought to try something a little different. Each post with my favorite sentence from the post.

Chart of the Week: It’s a Millennial Takeover! Or Is It? (Part I) -American Century

“65% of millennials are being helped out financially by their parents when they first start out.”

Don’t Confuse Bond Market Liquidity with Volatility -OppenheimerFunds

“The real problem isn’t the illiquidity of the bond market—it’s the volatility of bond prices.”

Addressing currency volatility -Wells Fargo

“it’s important for us to determine how much of a company’s exposure is really domiciled onshore versus offshore and subject to these forces of appreciation and deappreciation. [sic]”