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,
While investors were distracted with Greece’s troubles, the global economy has been moving forward.
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).
All three posts this week have an international bend to them.
Yuan Taking Over –BlackRock
“… over the past 18 months, we’ve seen more of a two-way market. Investors should expect this to continue, as there are contrasting factors impacting the currency.”
“Few bond market offerings tick all the boxes, but if we are to be suitably compensated, and subject to certain red lines, we are generally sanguine.”
International Investing –WisdomTree
“if there is little to no expected return, but an additional source of volatility, why layer currency exposure on top of international equity exposure?”
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.”
7 excellent posts from the last two weeks.
