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Best Blogs of the Week

This edition captures some excellent blog posts related to the bond market. All these posts are highly pertinent. This summer we spent time with dozens of FAs heard many advisors express concerns with fixed income and they are coming up with many different techniques to handle the concern. Below are four fixed income posts.

  • AllianceBernsteinPost related to searching for yield
  • MFS – Post providing direction on what to do related to bond portfolios
  • PioneerPost related to potential yield scenarios
  • RussellPost relating bonds in contextual history

Best Blogs of the Week

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

We needed a week at BestBlog Central to collect ourselves. But now we’re back at full speed.

  • AllianceBernstein – This post makes a straightforward SMID investing case for FAs talking capital appreciation with their clients.
  • BlackRock – Great infographic on using minimum volatility.
  • Oppenheimer – Excellent analysis related to Emerging Market Debt volatility. Sounds like a tedious topic but actually was very interesting.
  • Russell – (Favorite of the last two weeks) Great post that considers stocks over bonds because of potential long-term return. I appreciate this post for describing the analytic process behind the headline.

 

Best Blogs of the Week

Two interesting posts this week related to investment process.

  • AllianceBernstein – Helpful post walking through a macroeconomic condition and how that condition is translated into investment.
  • Oppenheimer – This post is the beginning of a 5-part series on the US economy (primarily equities)