Many Happy (Asset) Returns – part 2

Reading Time: 3 minutes We’ve been through an amazingly benign and profitable time for investors in many financial markets, something I discussed further here. That’s great to know, especially for those that participated. Not so  helpful going forward. A better question is- What’s your expected future return from equities (and other assets)? Simple question, tricky answer. And one we … More Many Happy (Asset) Returns – part 2

Asset Managers & Twitter

Reading Time: 1 minute I think it’s fair to say that the asset management industry wasn’t initially quick to adopt social media as a means of distributing content. It’s understandable when you consider the level of regulation around financial advice and the required compliance particularly in the larger firms. Add to that the fact that for the more institutionally-focused … More Asset Managers & Twitter

Update: Good News now really is Good News

Reading Time: 2 minutes Mohamed El-Erian of PIMCO put out a great blog piece a few days ago, the gist of which was, to paraphrase: – Major equity markets reacted negatively to the seemingly better-than-expected US Q3 GDP print, and twitter IPO on Thursday November 7th – Major equity markets reacted positively to the better-than-expected October jobs report on Friday November … More Update: Good News now really is Good News