Three great posts all touching on investing. Many FAs receive the “what’s the plan for 2014?” call early in the year, so each of these posts provide input to consider in advance of those conversations.
- BlackRock – Usually I steer clear of currency prognostication. Personally, I think the topic is too abstract and academic for most FA – client discussions. This post links (nicely) relates currency valuation to domestic equity valuations. Helpful.
- Invesco – Nobody wants to talk healthcare right now. And when people do, the conversation becomes very personal, very quickly. This post suggests three sub-sectors for potential 2014 investment and common-sense logic/support.
- Oppenheimer – Succinct post on their 60/40 allocation theory.
