Invesco

Best Blogs of the Week #212

Posted by Anu Heda on Dec 21, 2015, in Best Blogs of the Week , tagged with , , , ,

The investment management news is full of reactions to the U.S. Federal Reserve Bank’s FOMC rate increase. Below are five high-quality views and my opinion on why to read each.

BlackRock – Why the Fed’s Rate Increase is Good (Not Bad) News – Read because you’re seeking to understand how this rate and situation is different than previous ones.

Invesco – Fed hikes 25 basis points, signals gradual path – Read because you need succinct next steps for you and your clients’ portfolios.

Wells Fargo – How today’s Fed rate hike affects investors – Read because you’re most interested in a macroeconomic viewpoint.

WisdomTree – What happens When Interest Rates Rise? – Read because you want, no you need, the data

Vanguard – Don’t let rising rates get you down – Read because you’re an index investor that gets all the news on rising rates from Bloomberg, WSJ, NYTimes and want input on rates and bond portfolios

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 #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 #196

Posted by Anu Heda on Jul 27, 2015, in Best Blogs of the Week , tagged with , ,

All three posts this week cover important international situations.

Shopping for Bargains –AB

Russia’s economic woes have driven down both labor and real estate costs—the big players’ two largest operating expenses. This should make it cheaper for them to open more stores in future—providing yet another boost to their consolidation prospects.

Looking past Greece –Invesco 

The Chinese equity market has declined sharply over the past month, with the Shanghai Composite Index off 34.9% from its June 12 high to a July 9 low. This decline is on par with the 1987 US stock market crash, but has yet to reach the depths of the 2007 sell-off in China or the US financial crisis of 2007 and 2008

Exploring the Frontier of Emerging Markets –Wisdom Tree

Although frontier markets can be considered a subset of emerging markets (EM), they also have low correlations to the rest of the investable marketplace.