WisdomTree

Best Blogs of the Week vol 187

Only two posts to recommend this week, both focused on investing opportunities.

Investing in Bank Stocks –Invesco

“In our view, this price action looks like the start of a positive trend and a continuation of the rally that had been in place from about September 2011 to March 2014.”

Refuting the Top 3 Misconceptions of EM Corporate Credit –WisdomTree

“In our view, valuations in emerging market corporate debt could represent an attractive entry point for patient investors who are focused on total returns.”

Thought Leadership Arms Race Is On

There’s omnipresent discussion (in the news, from asset managers, by wealth managers) of the 5-year long bull market in US equities. Reading this month’s Mixing It Up from Shefali Anand reminded me about the bull market. There’s another bull market. The asset management industry is experiencing a bull market in thought leadership. It’s easy to understand why: with so many investment options available to financial advisors, thought leadership becomes an important method of building brand recognition and becoming that coveted “trusted partner.”

Today, many asset managers are producing thought leadership in quantities never seen before. Let’s just look at 2015 volume to-date from five, well-known asset managers.

thoughtleadershiptableWhat are the obvious takeaways?

  1. Unless Marketing executives believe thought leadership to be a fad, standing on the sidelines is longer an option. Yet some firms continue to do so, publishing 1 or 2 thought leadership pieces per quarter.
  2. Introducing and populating a blog with multiple posts per week from different investment team members is no longer optional.

Best Blogs of the Week vol. 183

Three quality posts this week discussing disparate and important topics.

Best Blogs of the Week vol. 177

Four posts this week, all covering investing themes.