Vanguard

Best Blogs of the Week

Four interesting posts this week

  • BlackRock – Interesting quick-hit on the impact of lower, global oil prices
  • Russell – New (to me) approach to thinking about LDI
  • Russell – Easy-to-digest data on diversifying through commodities
  • Vanguard – These posts grow a little tiresome; the authors points related to active nature of factor selection in smart beta resonates with me

Best Blogs of the Week

Four compelling posts covering two weeks here. Interesting to see the diversity; one post (from Vanguard) speaking very directly to advanced portfolio construction concerns, while another post (from Natixis) speaking directly to the need for end-investor education on alternatives.

  • AllianceBernstein – Nice post on fixed income with clear directives
  • NatixisPost provides good information on alternatives that could be helpful to any FA inclined to use alternatives
  • Russell – Useful post on current market conditions
  • Vanguard – This post discusses the potential fallacy of when to use index and when not to

Best Blogs of the Week

Three posts from the previous two weeks

BlackRock – Volatility is as important as any investment topic (to FAs). This is a succinct refresher on the topic that is easily shared with clients.

Vanguard – TIPS! Seems like a maligned fixed income choice, but here’s a practioner’s personal guide to holding TIPS.

Wells Farg0 – Favorite of the week discusses the spread between 10-year Treasury and the 10-year Bund.

We’ll be resuming regular Monday morning posts as summer ends this Sunday.

Best Blogs of the Week

Actually two weeks (apologies). 3 helpful posts, albeit 2 are somewhat self-serving.

  • BlackRock – Good framework for building a core portfolio (surprisingly in ETFs). This blog exemplifies helpful content for some FAs to share with their clients.
  • Principal – Nice counter to the current conventional wisdom that small cap stocks (A hearty welcome for Principal to the Best Blogs.)
  • Vanguard –Helpful post on why fixed income managers are overweight in corporate bonds with related commentary.