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SubmitWhat We’re Reading – March 2020
- Rebalancing – AON
- https://www.aon.com/getmedia/099185c3-1d9c-48f0-ac94-631826808391/Aon-Rebalancing-Paper-March-2020.aspx
- A great whitepaper from Aon on the importance of re-balancing. This paper is a bit technical, but if there is one thing we’ve learned over the past 12 month’s it is the importance of re-balancing in volatile market periods.
- Morningstar Ratings for Funds: You Should Know
- https://www.morningstar.com/articles/1030376/the-morningstar-rating-for-funds-what-to-know
- Another great column from John Rekenthaler of Morningstar on what the Morningstar “star” ratings mean, and why they can, and can’t be useful.
- Asset Bubbles and Where To Find Them – Vanguard
- https://advisors.vanguard.com/insights/article/assetbubblesandwheretofindthem?cmpgn=FAS:EM:MC:750792293686&suid=3-3N26ZB
- A nice paper from Vanguard’s Global Chief Economist on asset bubbles forming, identifying them, and answering the question: are there asset bubbles out there today?
- The Fed Has a Simple Tool to Curb Market Speculation – CNBC
- https://www.cnbc.com/2021/02/23/commentary-the-fed-has-a-simple-tool-it-can-deploy-to-curb-market-speculation.html?utm_source=Talking+Points+Newsletter&utm_campaign=f5d0e92df6-Talking_Points_September_22_2017_SafeHav9_22_2017_&utm_medium=email&utm_term=0_81a82d963f-f5d0e92df6-147026013&mc_cid=f5d0e92df6&mc_eid=b42ae196d5
- There has been some concern lately on stock borrowing and euphoria in the market. This examines the rules behind that borrowing, also known as “Reg T”