Funds aren’t cutting fees, investors are

There’s a fascinating trend happening within the asset management industry

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What I’m reading this morning

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The Magnificent Five: Some Ridiculously Kind Words from Tren Griffin

I’m literally blushing at some praise from Tren Griffin, proprietor of the 25iq blog and one of the smartest guys on the financial web. He gave me and a few of my colleagues a great moniker – and yes, I’m totally having the varsity jackets made up… What I like best about Ben Carlson is that…

Study Day

I’m out of pocket for most of the day, attending the 3rd annual iShares Global Macro Debate. It’s a pretty great event, I was at the first one and got to hear from some of the smartest people in the industry on the topics they know backward and forward. If you’re familiar with the idea…

Savita Subramanian: The Cycle is not peaking

This morning, BAML’s equity and quant strategist Savita Subramanian responds to recent chatter about the softening of US economic data. In her view, the economic / stock market up-cycle is still intact – credit conditions are still easing, the Fed is not yet unwinding its balance sheet, real GDP has not fully expanded beyond its prior cycle…