Best Blogs of the Week #214
Welcome to 2016. We saw decent activity over the holidays with some very well-written year in review and 2016 forecasts throughout the asset management industry.
BlackRock – What I Got Right (and Wrong) in 2015 – I didn’t consider that investors would have to pay Germany for the privilege of loaning it money for five years.
JPMorgan – 5 Realistic Surprise Predictions for 2016 – Brazilian local debt returns 40+%
WisdomTree – Major Central Banks Policy Implications for 2016 – … in assessing China’s growth potential, many focus on old economy indicators and miss out on newer economy signals.
Two other posts were excellent in supporting intermediary and institutional investors.
BlackRock – A Strategy for Managing Volatile Markets – … we like it or not, emotions tend to drive many investment decisions and this often causes investors to buy high and sell low, which is the very opposite that we need to be doing.
Russell – Exploring the risks and challenges of generating yield – When evaluating strategies, it’s essential to consider where yield is coming from and ensure that potential risks are managed appropriately.