Best Blogs of the Week #224
on Mar 28, 2016
Three posts from different blogs this week covering emerging markets, pension plans and Valeant.
Lord Abbett – The Growth Investor: Lessons from the Valeant Struggle – The takeaway for growth investors is clear: the high-growth universe is full of big winners and big pretenders.
Russell – The pension plan herd has broken up – For me, the most striking feature is the divergence between the investment approaches. Once upon a time, pension plans paid a lot of attention to peer group comparisons.
Wells Fargo – Five reasons emerging markets assets have rebounded– Overall, we assess the developments in China as slightly positive for emerging markets near term. (Helpful chart re: Brazil below)
Source: Wells Fargo Advantage Voice