BlackRock

Best Blogs of the Week

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

Asset managers posted frequently about the Fed tapering announcement. We selected our favorite post in that topic and then two other interesting pieces.

  • BlackRock – This post relates the Fed’s decision to 4 implications.
  • BlackRock – This post provides 4 reasons (What’s with 4? Perhaps Russ is reminiscing on Jahvid Best’s career at Cal.) to have emerging markets in your portfolio.
  • Russell – Nice post on small caps and why active makes sense for small caps.

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 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 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.

Best Blogs of the Week

Posted by Anu Heda on Jun 17, 2013, in Best Blogs of the Week , tagged with , , ,

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.