Russell

Best Blogs of the Week

Posted by Anu Heda on Jul 09, 2012, in Best Blogs of the Week , tagged with , , ,

Four posts that cover four different topics.

  • BlackRock – This post covers three reasons to increase high yield bond exposure. Agree or not, yield is on the mind of many and this supports a healthy dialogue between FA and investor.
  • MFS – Jim Swanson in Spain and futbol on the radio; what could be better? This post covers the Spanish banking crisis in a small, digestible format (always helpful for FAs).
  • Russell – This post had me at mean variance optimization. More specifically, the author relates investing to the typical life situations many investors live through.
  • Wells Fargo – It’s rare to find investment commentary, market insights, or blog posts favoring health care investing. This post makes a reasonable case in a few paragraphs (and then delves into the energy sector).

Best Blogs of the Week

Posted by Anu Heda on Jun 26, 2012, in Best Blogs of the Week , tagged with , ,

Fiscal cliff? Until this weekend’s paper and morning talk shows, I hadn’t heard that term. And then two of last week’s best blogs reference the fiscal cliff. A third blog introduces a straightforward but unusual manner for FAs to discuss returning from “all cash” positions.

  • BlackRock – This post covers four reasons not to expect a double dip recession, and touches on the fiscal cliff.
  • Putnam – This post is a video Q&A that starts with the fiscal cliff.
  • Russell – Many FAs and clients will be immediately turned off by an algebra formula. But those who are not may find this post a clear way to discuss re-entering the markets.

Best Blogs of the Week

Posted by Anu Heda on Jun 12, 2012, in Best Blogs of the Week , tagged with , ,

This week’s best blogs range from a Q&A about stock picking to finding opportunity in volatility.

  • Columbia – Most FAs we encounter  have sold volatility (as a situation) to their clients. We hear “these are volatile times” or “it’s a period of unprecedented volatility” very often. This post, especially the bold text provides an interesting stance on what to look for in today’s volatile markets.
  • Russell – Is there any asset management metaphor more cliche than the sailboat? A compass. I’d agree with that. Anyhow, this post relates an important (and simple) sailing innovation to investing in a new (hence, not cliche) manner.
  • Wells Fargo – This post provides an interesting stance on why the time for active equity may be now. We’re fans of the Q&A style, especially when used selectively.

[Apologies for the extra day]

Best Blogs of the Week

Posted by Anu Heda on Apr 30, 2012, in Best Blogs of the Week , tagged with ,

From last week’s blogs, I gleaned very interesting posts in different areas of asset management

BlackRock – In this post, Sue continues the walk-through of her FA search. I think understanding her process can be exceptionally helpful to any FA looking to increase their client base.

Russell – This post walks through investing with respect to political change. I feel like I’ve already read too many posts about the upcoming election and dramatic impact everyone should expect. Natalie does an excellent job of calming the waters and maintaining a longer time horizon.

 

Best Blogs of the Week

Posted by Anu Heda on Apr 23, 2012, in Best Blogs of the Week , tagged with , , ,

Four interesting blogs taken from the 80+ blog entries posted over the last two weeks.

  • Columbia -This post supports the idea that the best-rewarded investors are the ones that avoid timing investments. From our FA proprietary research, we hear FAs say this theme comes up time and again.
  • Pioneer – We all like to know “worst case” scenarios. Well this post provides a succinct list of potential worst cases for the US economy. It’s such a strong post because the author reminds and enables advisors to discuss these topics with their clients. And those clients will appreciate knowing “worst case.”
  • Russell – This time of year, there’s a lot of tax-related blogging. This post provides a helpful chart and investing tie-in when contemplating the potential tax changes.
  • Wells Fargo – Gasoline. The TV talking heads, politicians, and economic pundits talk about gasoline prices too much. But this post provides logic (and two charts!) around what to consider if prices increase.