Wells Fargo

Best Blogs of the Week #269

Posted by Anu Heda on May 30, 2017, in Best Blogs of the Week , tagged with BlackRock, Janus, Wells Fargo

Hope everyone in the US was able to enjoy a good long weekend.

BlackRock – Common misconceptions about bond investing – Only about three in 10 (31%) of those surveyed correctly noted that if interest rates rise, the effect on the fixed income investments that investors already own is negative (when interest rates rise, bond prices fall).

Janus Henderson – The Three Pillars of Credibility – Carefully selecting a niche, or a Unique Business Tranche (UBT), means you can become a subject matter expert and further solidify your value among your clients. An easy way to define your niche is by personal affinity.

Wells Fargo – How thinking small could uncover value – The first reason equity valuations might look pricey could be due to flaws in the chosen valuation metric.

Everyone

Best Blogs of the Week #256

Posted by Anu Heda on Jan 08, 2017, in Best Blogs of the Week , tagged with Wells Fargo

Perhaps because I’ve read so many 2017 prediction posts, they’ve all started to blur. What stood out this week was an exceptionally cogent post on an even more frequently tread topic: a Millennial. Nothing posted is original (the author asserts that immediately) yet I rarely find all these points in a single place. Too often the news is filled with a single point. The Millennial investor is scared. Millennials are worriers. An advisor gets the primary points with explanation in a single blog post via Wells Fargo.

Wells Fargo – Millennials: A financial mindset shaped by recession – Incomes have never grown. Wages have always been stagnant.

Millennial - Wells Fargo

Best Blogs of the Week #252

Posted by Anu Heda on Dec 05, 2016, in Best Blogs of the Week , tagged with Wells Fargo

Nearly a month after the election, the industry continues evaluating potential changes forthcoming from the President-Elect (Trumpflation) amongst over traditional blog topics.

AB – Trumpflation Risk: What You Need to Know – For anyone who is either investing or evaluating investment managers, the information ratio is a powerful key to successfully understanding manager performance. It’s powerful because it gets to the heart of measuring an investment manager’s skill.

Wells Fargo – What the information ratio tells bond investors – For anyone who is either investing or evaluating investment managers, the information ratio is a powerful key to successfully understanding manager performance. It’s powerful because it gets to the heart of measuring an investment manager’s skill.

Best Blogs of the Week #251

Posted by Anu Heda on Nov 21, 2016, in Best Blogs of the Week , tagged with BlackRock, Franklin Templeton, Wells Fargo

Favorite post of the week covers reflation (Act of stimulating the economy by increasing the money supply or by reducing taxes, seeking to bring the economy back up to the long-term trend, following a dip in the business cycle. It is the opposite of disinflation, which seeks to return the economy back down to the long-term trend.) . Less than two weeks since the election and most industry blog posts continue to describe potential changes and situations across regions and asset classes. I tend to like posts with a clear viewpoint on 1 – 2 issues.

BlackRock – Welcome to the new world of reflation – Besides the impact of aggressive fiscal stimulus that President-elect Trump has proposed, inflation expectations are rising on the back of fundamental developments that preceded the election.

BlackRock – What a Trump presidency could mean for bond markets long term – We see a potential headwind for municipal bonds.

Franklin Templeton – A Fresh Look at DOL and Retirement Issues Under Trump – Trump has a very limited, if any, agenda on retirement issues that we can determine. His advisors have been quoted as calling for the repeal of the DOL fiduciary rule, but his populist rhetoric has been largely adversarial toward Wall Street.

Wells Fargo – The investment landscape after the election – After a brief hiccup, I think the market has it right: Trump will be pro-growth. This should be good for stocks and not good for high-quality bonds.

Best Blogs of the Week (SPECIAL – BREXIT II)

Posted by Anu Heda on Jun 27, 2016, in Best Blogs of the Week , tagged with American Century, BlackRock, Franklin Templeton, Invesco, MandG, MFS, Natixis, PIMCO, TIAA, Wells Fargo, William Blair, WisdomTree

Shocking the capital markets globally, the referendum to leave the EU passed. BREXIT. Asset managers were ready with comment. The proceeding table aggregates industry blog posts on Friday (only). This is an impressive volume (e-mail me if you’re seeking a perspective on quality) though as you see very little thought went to titling these posts. Of the titles below, BlackRock and WisdomTree clearly put thought into their respective titles.

Asset Manager	Blog Post
American Century	Our Views on the Brexit Vote
BlackRock	What data can tell us about the Brexit vote 5 key takeaways from the Brexit vote
Fenimore	Brexit & The value of patience
Franklin Templeton	In The Know: The UK Votes to Leave the EU Brexit: How Quickly May the Surprise Wear Off? A Global Macro View of Brexit Implications
Invesco	UK votes for ‘Brexit’ Beyond Brexit: What happens next?
M & G	Bond market reaction to UK “Leave” vote
MFS	Brexit Rattles the Market
Natixis	Brexit Interviews: Implications of the vote Brexit Vote: The New Unknowns
PIMCO	Brexit: Initial Impact and the Road Ahead Brexit’s Impact on the Eurozone
TIAA	Response to Brexit requires long-term perspective – UPDATED
Wells Fargo	Brexit: Buy the dip, or wait? Brexit vote sends shock waves through markets
William Blair	Brexit Update: Our Base Case Scenario
WisdomTree	Sterling’s Structural vs. Euro’s Political Weakness: “Brexit” Opens Opportunities