Wells Fargo

Best Blogs of the Week

Five outstanding posts covering vastly different topics.

  • Loomis Sayles – (Welcome to the Best Blogs) Six opinions related to global asset allocation that are clear and succinct
  • PrincipalPOV on the Bill Gross move from PIMCO to Janus that has a lot to do with investing trends and nothing on gossip (favorite post of the week)
  • Russell – Discussing Active Share. I think within a few years this will be a widely discussed metric that may even find itself on ’40 act fund fact sheets.
  • Russell – Helpful description on pension risk transfer; this is a topic gaining broader marketplace interest, so the post is timely
  • Wells Fargo – Equity investing analysis complete with data on high and low-quality companies

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

Tremendous amount of discussion this week related to fixed income and thus that topic dominates. Overall, a good week for industry posts.

  • Columbia – Thought-out analysis on muni bonds
  • MFS – Only post relating economic issues to the current situation in Iraq
  • Natixis – Great introduction to bank loan products; worthy for any FA to consider (or reconsider) a product group
  • Russell – You know I enjoy myth busting and this post takes volatility head-on.
  • Wells Fargo –  A framework to analyze if high yield is overvalue

 

 

Best Blogs of the Week

We’re a week behind and looked at the last two weeks. And in reviewing all the posts, we found two excellent posts.

  • Oppenheimer – A straightforward post with an optimistic view of the global economy and the related net impacts.
  • Wells Fargo – A helpful post reiterating (more effectively than most) the impact from volatility on the equity markets.