Welcome back to another action packed week here at the “rarely read” Abnormal Returns. A few links for you to contemplate.
Russel Kinnel at Morningstar.com delves into the murky topic of asset bloat. Although Kinnel gives some broad outline, there is no hard and fast rules as to the optimal amount of assets under management.
Craig Karmin in the Wall Street Journal reports that Morgan Stanley’s asset allocation strategist is recommending investors shift some of their funds from Japan and the emerging markets back to the domestic stock market.
Stephen Foley in The Independent reports that the average pay at Goldman Sachs (GS) now tops $500,000. Good work if you can get it.
John Spence in Marketwatch.com notes a debate has broken out over the supposed superiority of the ETF portfolios constructed by Powershares Capital Management.
Barry Ritholtz in the Big Picture highlights another fear/greed index that seems to be a little better calibrated than the one seen every week in Barron’s.
The Capital Spectator notes the acquisition talk surrounding Blackrock (BLK) and the stock’s unbelievable performance. However for any acquisition to succeed the acquiror needs to have some belief that the (long term) bull market in bonds is not over.
Mark Trumbull at the Christian Science Monitor reports on the new found popularity of hybrid mutual funds and what, if any, role they should play in portfolios.
Clive Thompson in New York magazine reports on the “haves and have-nots of the blogging boom.”
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