OppenheimerFunds

Best Blogs of the Week

There are so many posts with so many different investment theses. Three well-articulated posts below.

  • Oppenheimer – interesting concept: post about unlikely events in 2013.
  • Wells Fargo – Remember when everyone was posting about gold all the time? Feels like years ago. This post addresses gold and an outlook for 2014.
  • Wells Fargo – Compelling reasons to like munis.

Best Blogs of the Week

Three great posts all touching on investing. Many FAs receive the “what’s the plan for 2014?” call early in the year, so each of these posts provide input to consider in advance of those conversations.

  • BlackRock – Usually I steer clear of currency prognostication. Personally, I think the topic is too abstract and academic for most FA – client discussions. This post links (nicely) relates currency valuation to domestic equity valuations. Helpful.
  • Invesco – Nobody wants to talk healthcare right now. And when people do, the conversation becomes very personal, very quickly. This post suggests three sub-sectors for potential 2014 investment and common-sense logic/support.
  • Oppenheimer – Succinct post on their 60/40 allocation theory.

 

Best Blogs of the Week

Hope all had a great Thanksgiving weekend. We thought to move the best blogs to mid-week as everyone gets back in the swing of it. We have two posts to share from the last week and a half.

  • AllianceBernstein – Helpful post on understanding the ramifications (or lack of) from the market’s repeated all-time highs over recent weeks.
  • Oppenheimer – Detroit, you are protected! And Oppenheimer provides a straightforward interpretation for FAs getting calls on the topic.

Best Blogs of the Week

August brings the start of “back-to-school” blogging and while we didn’t find any very compelling, there are a lot out there. What was compelling? The two posts below!

  • Oppenheimer – This post overlays equity fund flows onto the S&P. Helpful.
  • Vanguard – This post provides 4 data-driven reasons not to leave bonds for stocks. That’s definitely counter to the current movement we hear.

 

Best Blogs of the Week

Three posts this week.

  • Oppenheimer – Asset managers were very inclined to write about “the Fed” last week. They came fast and furiously. Related to the topic, I found this single chart the most valuable.
  • Russell – For any advisor with a potential client on the fence, this data can be helpful.
  • Wells Fargo – A plain-speak, straightforward post on bond investing? Yes indeed.