Best Blogs of the Week vol 186
on May 26, 2015
This week’s posts cover multiple topics.
What a Rate Hike May Mean for Stocks –BlackRock
“markets characterized by multiple expansion—in other words, when investors are paying more per dollar of earnings—are more vulnerable to a change in monetary conditions.”
China is Choking on its Own Debt –Loomis Sayles
“It’s difficult to remember the last time so many paid so little attention to something so vitally important.”
Is ESG a non-financial issue? Or a future financial issue? –Russell
“Typical investment structures at present do not necessarily capture the potential impact of ESG factors.”
When the dollar is strong, look to small caps –Wells Fargo
“In the short run, we expect larger-cap companies to feel the effects of the stronger dollar.”