Anu Heda, Author at Naissance Partners

Best Blogs of the Week #195

Posted by Anu Heda on Jul 20, 2015, in Best Blogs of the Week , tagged with BlackRock, MFS

Two posts this week, one with a top 5 and the other with a top 10. Both helpful as FAs support clients at the midyear mark.

Five Portfolio Moves for the Second Half –BlackRock

We have long been saying that the second half was likely to be characterized by more volatility,

Our World After Greece –MFS

While investors were distracted with Greece’s troubles, the global economy has been moving forward.

Best Blogs of the Week #194

Posted by Anu Heda on Jul 13, 2015, in Best Blogs of the Week , tagged with Russell

Interpreting active share –Russell

“Active share has become a more popular measure in the last few years, and unfortunately many in the industry ascribe it almost magical powers”

Posted by Anu Heda on Jul 13, 2015, in Best Blogs of the Week , tagged with BlackRock, Franklin Templeton, Invesco, JPMorgan, Loomis Sayles, MandG, Natixis, OppenheimerFunds, PIMCO, Principal, Russell, Wells Fargo, WisdomTree

Greece! Our industry’s bloggers are covering the potential Grexit like nothing ever before. At this (blogging) trajectory, I can only imagine the volume around our US 2016 Presidential election.

By my count, 14 firms dedicated at least 1 post to Greece. Here they are, listed from newest (hence most relevant) to oldest. Only two make an actual prediction on Greece leaving the Europe. Follow us on Twitter to see which two (or read all 14 posts).

The More Things Change, the More They Stay the Same –Mesirow
Greece: A resounding “No” to endless austerity –Russell
Greece Frightenin’ –M&G
Greece’s Precarious Position –Franklin Templeton
After the Referendum –Loomis, Sayles (an affiliate of Natixis Global Asset Management)
Definitive vote ushers in further uncertainty (Greek referendum) –Invesco
Greece Likely to Exit –Principal Global Investors
Does Greece Pose a Threat to Global Markets? –BlackRock
Making sense of Greece’s no vote –Wells Fargo
Greece Votes “No.” Is Grexit Next? –Oppenheimer
Greece at Crossroads –JPMorgan
Reflections on Greece –WisdomTree
Greece is the Word –Natixis Global Asset Management
Volatility Futures Suggest Only Near-Term Turmoil From Greece –PIMCO (only post dating from June)

Best Blogs of the Week vol 192

Posted by Anu Heda on Jul 06, 2015, in Best Blogs of the Week

Two posts this week, including a favorite on Greece.

Assessing the potential winners and losers in the Greek crisis –Invesco

“Losers potentially include: the euro; spreads on credit assets; low-quality, leveraged and cyclical growth exposure; and peripheral European and non-European emerging market assets.”

When the Fed begins to tighten, quality stocks matter –Wells Fargo

“Quality seems like a simple concept; however, it is not as easily defined as other investment terms such as valuation or relative strength.”

Best Blogs of the Week vol 191

Posted by Anu Heda on Jun 30, 2015, in Best Blogs of the Week

A single post answering a highly relevant question:

China: Bubble, value opportunity, or both –Wells Fargo

“I think there is a very good reason to be invested in China, but in the right China.”

Author: Anu Heda

Best Blogs of the Week #195

Best Blogs of the Week #194

Best Blogs of the Week #193

Best Blogs of the Week vol 192

Best Blogs of the Week vol 191