Vanguard

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

Best is going into summer mode, which means a post about the industry’s blogs every 7 – 10 days. Each posts will consider all industry blog posts since the last “Best Blogs of the Week.” With that said, we found an unprecedented five posts to share from a high-quality week-and-a-half.

  • AllianceBernstein – The author tackles inflation starting from no inflation for the long-term and then ends with a reasonable sector consideration.
  • BlackRock – We’ve been fortunate to speak with over fifty FAs in the last month. Recurring theme? A lot of question about valuing the US stock market. This post presents why the market may go higher.
  • Franklin Templeton – This post presents a succinct argument to consider European equities.
  • MFS – Jim provides 4 ways to digest earnings season, critical for any FA that does a lot of large-cap.
  • Vanguard – This post shares a fresh and short way to think about premium/discount and tracking error (in this case for International ETFs).

Best Blogs of the Week

This week had a strong contingent of thought-provoking, investment blog posts. These were difficult to choose. The industry’s blog posts are much better today than 12 months ago.

  • Columbia – Duration is a critical topic for yield seekers. This post is helpful for an FA having that discussion.
  • Pioneer – This post does a nice job of starting the discussion on what’s’ next for Europe and how does that impact the American investor.
  • Vanguard – The ETF expense chart in this post is helpful.