Best Blogs of the Week #262
Only two posts this week (focused on inflation) and one question.
Franklin Templeton – K2 Advisors : Why We Like Activist Hedge Strategies – It could be said that activist managers in some ways represent the only strategy that generates alpha to some degree. While not always successful, activist funds seek to unlock “hidden” value in the companies they invest in.
William Blair – The Impact of Inflation – In other words, bonds were behaving more like equities. Now that inflation is becoming more apparent, I believe that repricing in the bond market has only just begun.
Question – do you think this chart proves that ETFs do not cause volatility? It seems to mash two things: ETFs are popular and volatility is low to make a point about causes of volatility. What do you think?
