Anu Heda, Author at Naissance Partners

Best Blogs of the Week vol. 179

Posted by Anu Heda on Mar 09, 2015, in Best Blogs of the Week , tagged with AB, WisdomTree

Two compelling posts this week.

China’s Reforms: Will They Work? -AllianceBernstein (Helpful post to reiterate the Chinese capital market reforms coming in the near-future)
What’s Really Driving the Value of the Euro and Yen? –WisdomTree (Developed market rally tied to currency risk? Ok, we’re interested to know the relationship)

Posted by Anu Heda on Mar 02, 2015, in Best Blogs of the Week , tagged with AB, BlackRock, MFS, Russell

Helpful financial advisor content this week all around (tough to narrow the choices down). Four posts we thought were particularly helpful.

Who’s at Default Here? QDIAs Needed in More DC Plans -AB (Helpful post on QDIA across a wider-than-usual swath of DC plan.)
How Rising Interest Rates Affect You -BlockRock (Interest rates will raise and this post clarifies the current and near-future for any advisor to share with concerned clients.)
Never dive for yield -MFS (The hunt for yield is on and this post articulates two concerns with the hunting.)
Are you insulated from the “Uber” equivalents in financial services? -Russell (Interesting parallel between Uber/Medallions and investment advisory/robo-advisors.)

Posted by Anu Heda on Feb 23, 2015, in Best Blogs of the Week , tagged with Invesco, Russell, WisdomTree

Four posts this week, all covering investing themes.

Exploring for High Yield Energy Opportunities Amid Ailing Oil Prices -Invesco (Single best title for a blog post in 2015.)
Exploring the Quality Factor -Invesco (Not enough writing on quality factors (in my opinion), this post starts the discussion at a very high level.)
The U.S. bond market may be good for a lot of things. Passive investing may not be one of them. -Russell (Cogent argument on the issues related to passive bond investing.)
How Does the Strong Dollar Affect Exporters? -Wisdom Tree (Helpful post for any FA being asked about the impact from a strong US dollar.)

Posted by Anu Heda on Feb 16, 2015, in Best Blogs of the Week , tagged with BlackRock, Peritus

Only two posts this week.

What a Strong Dollar Means for Your Investments -BlackRock (Simplifying the dollar appreciation for FAs to easily share with their clients.)
Alpha Generation for Active Managers -Peritus (Not quite as simple – high yield is intrinsically a bit complex – as the preceding post, this post provides sound reasons to pay attention to high yield.)

Posted by Anu Heda on Feb 09, 2015, in Best Blogs of the Week , tagged with Franklin Templeton, Natixis, Principal, Vanguard

4 interesting posts to share this week with three built around the philosophy of investing.

Active Opportunities in a Passive World -Franklin Templeton (Highly thorough post useful for any financial advisor dispelling a client’s inclination towards passive-only investing.)
Emerging Markets Winners and Losers: Q4 2014 -Loomis Sayles (Helpful and simple post to reveal the emerging markets’ investment struggles.)
Goodbye Beta, Hello Alpha: The Great Exaggeration of the Death of Actively Managed Fixed Income -Principal (Love any post that dispels myths and while the 4th quarter (of 2014) was tough for many managers, the year was quite positive.)
Why smart beta can’t win the indexing race -Vanguard (Wow, this post takes aim directly at the term ‘smart beta’ and providers using that term. The argument is somewhat compelling and worth a quick review by any FA.)