American Century

Best Blogs of the Week

This week’s best feature a few definitions. I’m torn on this.  Is it helpful or condescending (leave a comment) to define a twenty-five cent word?

American Century – The post provides six reasons why the businesses are bouncing back from recession faster than consumer. (Defining word: dichotomy)

Russell – This post shares an interesting impact of mentally shifting the quarter-end and seeing the impact on quarterly returns influenced by market volatility (Defining word: volatility).

Wells Fargo Advantage Fund – This post is a bit of  a bruiser (long, dense).  If you stay with it, the author has a few standout points about how and why the Fed is not seeing the Treasury market behave as expected.

 

Best Blogs of the Week

This week’s posts include a newcomer, AllianceBernstein, as well nicely crafted post written mostly in bullets.

  • Wells Fargo – This post presents an interesting view on investing in China. Specifically, the author contrasts the banking sector versus consumer sector.
  • AllianceBernstein – This post covers covers common ground: dollar-cost averaging or not.  It provides a nice idea of what cost an investor may expect with dollar-cost averaging in the event a rapid bull market.
  • American Century – A succinct bullet-based post that provides some opinions from American Century on big market issues such as inflation and interest rates.

 

Best Blogs of the Week

We hope everyone had a tremendous long weekend and is settling in for a busy autumn.  This week’s best blogs have no  connected theme, other than being effective and entertaining.

  1. American Century – This post makes a compelling case to add quant strategies into an asset allocation program; probably very helpful for an advisor already trying to make that case.
  2. Russell – This post includes a fantastic and simple graphic along with a few good points on how to engage clients.
  3. BlackRock – The author provides 3 reasons to consider last week’s manufacturing data as crucial to an advisor that has to prognosticate.

Best Blogs of the Week

This week’s posts do not include debt ceiling discussions, though that is the most important topic of the moment.  They do include easily shared content that advisors may value sending on to clients.

  1. Vanguard – Possibly the strongest language I’ve ever read on this blog; the author clearly thinks buying gold is a bad idea.
  2. BlackRock – This post applies a common, short-term  institutional investment approach – cash equitization – to retail and individual investors.
  3. American Century  – This post is the final of a four-part series dedicated to inflation.  The author presents a straightforward case on how inflationary trends may change in years to come.  (Also, the author used commodity intensity – a great term.)

Best Blogs of the Week

This week’s blogs include continued thought on QE2 along with two posts touching on inflation.

  1. Wells Fargo Advantage Funds – Adam makes an excellent case for the value in signaling the end of QE2 long in advance.
  2. US Funds – In our continuing work with advisors, more are bringing up commodities and global markets than they were three years ago.  This post ties three important investing topics together: iron, inflation, and India.
  3. American Century – This post shares possible causes to the lower-than-expected US inflation rate.  (stylistic note: I love industry blog posts organized like this; good topic, clear position, supporting points sprinkled with graphics.)