Van Eck

Best Blogs of the Week #263

Posted by Anu Heda on Mar 13, 2017, in Best Blogs of the Week , tagged with , ,

Three robust posts from the last two weeks. The quality of charts in asset manager blog posts is dramatically improving as seen in all three posts. I want include the Van Eck and WisdomTree posts not only for the salient point each makes, also to show how product marketing is infiltrating some blogs. It’s an interesting trend occurring at a few of the firms we follow.

AB – Evaluating the Trump Effect on Global Equities – focusing a lens on potential policy outcomes is an increasingly important component for isolating select investment candidates that could deliver solid returns in highly unpredictable times.

Van Eck – Follow the Flows: Active versus Passive –  For the three year period ending January 31, 2017, passively managed funds have attracted over $1.4 trillion of new assets according to Morningstar. In that same period, actively managed funds have experienced net outflows of $475 billion.

WisdomTree – An Asset Allocation Study for a Moderate Portfolio – or those willing to alter asset allocations, we believe a continuous improvement in returns per unit of risk could be realized.

robust chart

Best Blogs of the Week #242

Posted by Anu Heda on Aug 07, 2016, in Best Blogs of the Week , tagged with , , ,

Four interesting posts this week highlighted by a game theory discussion via William Blair.

Franklin Templeton – Spotlight on Brazil– Once political stability is restored, tackling much needed structural reforms should be a priority, in our view.

Van Eck – Quality Can Be Rewarding in Emerging Markets Bonds – Overall, investors who maintained exposure to investment grade emerging markets sovereign bonds, with an allocation to BB-rated bonds or 20%, would have earned 7.55% over the past ten years versus 7.83% on the broader emerging markets sovereign index, with lower volatility and higher risk-adjusted returns as measured by the Sharpe ratio.

Vanguard – Do ETFs make the value of the underlying securities more expensive?–  … strong or weak flows into certain ETFs or categories do not inflate or deflate prices any more than mutual fund flows or the collective purchases of individual investors into stocks like Apple or Facebook. Rather, ETFs reflect the valuation of the underlying securities they are composed of, which is driven by the collective wisdom of all market participants.

William Blair – Dimensions of Influence Drive Game Theory Analysis – What does this have to do with investing? Game theory provides a way for us to better organize and process the vast amount of information that affects global economies and markets.

the 5-factor spider graph; a Mike McLaughlin favorite