Author: Anu Heda

Best Blogs of the Week #205

Posted by Anu Heda on Oct 15, 2015, in Best Blogs of the Week , tagged with , ,

Slight delay in sharing the best posts of last week (but look a shiny new Naissance Web site).

American Century – CIO Insights

Higher-yielding, higher-credit risk bond sectors tend to perform more like stocks in periods of market stress.

Lord Abbett – Corporate Bonds: A Stampede of Elephant-Sized Deals Hits the Streets

what is the evidence that investors prefer these large, liquid, jumbo deals? Such evidence would be pricing data that showed investors being willing to pay a premium to own those deals. In fact, the data show just the opposite

Natixis – Beyond Allocation

In fact, 77 percent of investors say they go on gut instinct when making financial decisions.2 Thus, advisors are increasingly assuming the role of client therapist, helping clients work through their emotions, endure day-to-day market fluctuations and stay focused on their long-term financial plan.

 

Best Blogs of the Week #204

Posted by Anu Heda on Oct 05, 2015, in Best Blogs of the Week , tagged with ,

Best returns after a one issue hiatus. We have three posts from the previous two weeks to share covering China and multi-asset strategies.

Think Flexible with Emerging Markets –AB

“A midyear sell-off in emerging-market stocks highlighted the challenges investors face in volatile times. We think a flexible approach that spans the asset classes can help.”

Rethinking ‘safe haven’ assets multi-asset portfolios –Invesco

“While volatility may provide an additional diversification resource to investors, it is by no means a panacea — investors shouldn’t expect volatility instruments to completely replace other diversifying assets.”

An all-market approach to investing in China –Invesco

“In this changing investment landscape, we are seeing a growing trend toward investors adopting an all-market approach to investing in China.”

Best Blogs of the Week #202

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

Two posts this week without mention of volatility. The industry is awash in volatility-themed blog posts.

Is a Recession Coming? – BlackRock

“While I haven’t been overly bullish on U.S. growth, I believe this fear is overblown.”

Are You Forgetting Small Caps for Global Income? – WisdomTree

“Many investors wrongly assume that small-cap companies can’t afford to pay dividends because their main focus is on growth and they need to reinvest their earnings to support that growth.”

Best Blogs of the Week #201

Posted by Anu Heda on Aug 31, 2015, in Best Blogs of the Week , tagged with ,

What a week for the industry. We don’t often get to start the week with a 1,000 point drop in the Dow Jones Industrial Average. So everyone seems to be discussing volatility’s relation to the 1,000 point drop. And the industry posted too many posts related to volatility; we selected the single best chart below.

China Crisis –M & G

“However in this instance it is very difficult to infer much from the behaviour of the Chinese market which has behaved in a manner unconnected with fundamentals for some time.”

Volatility Chart –TIAA-CREF (newcomer!) best chart of the week 

This is a correction, right? –TIAA-CREF

“A correction occurs when a market index declines at least 10% from its peak. The S&P 500 Index, which hit an all-time high of 2,130 on May 21, had fallen to 1,868 on August 25, a 12% drop over the course of three months.”