Russell

Best Blogs of the Week

Four compelling posts covering two weeks here. Interesting to see the diversity; one post (from Vanguard) speaking very directly to advanced portfolio construction concerns, while another post (from Natixis) speaking directly to the need for end-investor education on alternatives.

  • AllianceBernstein – Nice post on fixed income with clear directives
  • NatixisPost provides good information on alternatives that could be helpful to any FA inclined to use alternatives
  • Russell – Useful post on current market conditions
  • Vanguard – This post discusses the potential fallacy of when to use index and when not to

Best Blogs of the Week

Hope it was an enjoyable Columbus Day for all. Two posts this week, including another asset manager new to the Best…

  • M&G – Nice post relating IMF decisions on the global investment landscape
  • Russell – Excellent post incorporating the behavioral finance tenets

Best Blogs of the Week

Five outstanding posts covering vastly different topics.

  • Loomis Sayles – (Welcome to the Best Blogs) Six opinions related to global asset allocation that are clear and succinct
  • PrincipalPOV on the Bill Gross move from PIMCO to Janus that has a lot to do with investing trends and nothing on gossip (favorite post of the week)
  • Russell – Discussing Active Share. I think within a few years this will be a widely discussed metric that may even find itself on ’40 act fund fact sheets.
  • Russell – Helpful description on pension risk transfer; this is a topic gaining broader marketplace interest, so the post is timely
  • Wells Fargo – Equity investing analysis complete with data on high and low-quality companies

Best Blogs of the Week

Tremendous amount of discussion this week related to fixed income and thus that topic dominates. Overall, a good week for industry posts.

  • Columbia – Thought-out analysis on muni bonds
  • MFS – Only post relating economic issues to the current situation in Iraq
  • Natixis – Great introduction to bank loan products; worthy for any FA to consider (or reconsider) a product group
  • Russell – You know I enjoy myth busting and this post takes volatility head-on.
  • Wells Fargo –  A framework to analyze if high yield is overvalue