Best Blogs of the Week #255
Three, as in the rule of three. As you may expect, the week between Christmas and New Year’s (plus an extra day) means a significant amount of prognostication. Everyone got the memo: say it in threes! Here are the posts I thought were most influential.
American Century – Trump Policies and Current Market Trends – The housing industry potentially sees headwinds from higher mortgage rates, with the existing trend of rising rates reinforced. Tighter labor markets may also have an impact on cost. The auto industry may also see an impact from rising rates as well as sub-optimal supply chains. In addition, export-oriented companies may see an offset from the impact of a stronger dollar.
BlackRock – Why stock market tranquility is unlikely to last – Political Risk is elevated but not reflected.
Columbia Threadneedle – 3 emerging market charts you need to see – Emerging markets forecasted to outpace developed markets
Russell – The Low-Return Imperative: Investing uncomfortably – The low return environment is real and it presents investors and their advisors with critical decisions.
SSgA – The Hunt for Yield in 2017: 3 Potential Investment Ideas – The appearance of high dividends is not necessarily indicative of actual delivery of yield or dividend yield growth.