Author: Anu Heda

Best Blogs of the Week #210

Posted by Anu Heda on Dec 07, 2015, in Best Blogs of the Week , tagged with , , , ,

We took a few weeks between posts but the industry didn’t stop. I counted 70+ posts between 11/29 and 12/5. I’m capturing six here as worthy reading.

Invesco – Four Key Reasons To consider Market Neutral – The Invesco Quantitative Strategies team believes one potential way to buffer the effects of market downturns, volatility and rising interest rates is to add market neutral equity strategies to traditional portfolios, as they potentially offer a unique approach to generating return regardless of the general movements of the equity and bond markets.

Russell – New best practices are emerging for company stock in DC plans – There’s a new world of DC plans, in which the auto-features and choice architecture are the order of the day. In this new world, it’s reasonable to expect that the company stock option will play a diminished role.

Wells Fargo – Why china’s five-Year Plan Is Good For Investors – China’s new five-year plan isn’t growth at all costs; it’s about sustainability. In the past, growth at all costs meant a buying binge of commodities, building cities without residents, and producing air that wasn’t fit to be inhaled.

Impact Investing Posts  

 BlackRock  Russell TIAA-CREF 
 What’s In Your Impact Fund?  Sustainability Reporting  Responsible Investing

Best Blogs of the Week #208

Posted by Anu Heda on Nov 10, 2015, in Best Blogs of the Week , tagged with ,

This two-week edition for Best Blogs highlights two posts that support FAs efficiently. The first supports considerations around hedging and the second about growing practices toward responsible investing options.

Invesco – Volatility Takes Center Stage –  We don’t hedge our currency exposure for four main reasons

TIAA – CREF – Millennials: A Tailor-Made Market for Responsible Investing – Half of the millennials in this survey felt that they’ve “missed out” on the equity rally of the past few years.

Best Blogs of the Week #207

Posted by Anu Heda on Oct 26, 2015, in Best Blogs of the Week

Only one post made the grade this week. The Invesco post is technical and weaves in my second favorite Clint Eastwood film (favorite?).

Invesco – During a period of negative returns, the dividend and low volatility factors again led the pack in the third quarter – Although the fourth quarter is still young, high beta stocks have shown signs of rebounding, buoyed by a recovery in cyclical and commodity shares.

Best Blogs of the Week #206

Posted by Anu Heda on Oct 19, 2015, in Best Blogs of the Week , tagged with ,

Two posts this week covering broad views across asset classes and then one tactical view on readying for the inevitable.

Russell – CIO3: Market Perspectives

Cash, Commodities and Global Infrastructure are the largest outliers and all three are now beyond their typical historical range.

WisdomTree – Positioning Bond Portfolios for Future Rate Hikes

Investors should consider hedging interest rate risk as opposed to simply moving it by moving into the shorter end of the yield curve.