Wells Fargo

Best Blogs of the Week

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

By Friday morning, only 1 asset manager addressed the Affordable Care Act – Wells Fargo. That’s impressive and deserves top-billing. Additionally, we found two compelling posts that would be immediately beneficial for most FAs.

Top Billing – Wells Fargo – This post adds an economic lens to the Affordable Care Act’s political battle. Dr. Jacobsen fixates a bit on 49-person versus 50-person, nonetheless, the content is highly valuable.

 

  • BlackRock – This post provides 3 reasons to expect higher volatility in the 2nd half of 2012.
  • Putnam – This post includes a visual that quickly clarifies the massive differences in government bond yields.

 

Best Blogs of the Week

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

Happy Memorial Day. Hopefully nobody was stuck in this position. Last week we found two interesting posts to share.

  • BlackRock – This post covers the familiar territory related to US government entitlement programs. The author adds three investor considerations based on that territory.
  • Wells Fargo – This post explains high-conviction investing in very practical terms. The description is something an FA can easily incorporate into his/her client discussions and supports the value of long-term investing.