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Best Blogs of the Week #198

Posted by Anu Heda on Aug 11, 2015, in Best Blogs of the Week , tagged with BlackRock, Loomis Sayles

Two posts to consider from last week. While there’s a plethora on Puerto Rico and volatility, these two global-oriented posts stood out.

Emerging Markets Best Positioned to Withstand a Fed Hike –BlackRock

“Though emerging market equities have recently lost some ground thanks to volatility in China, they’re still up over the longer term compared to their own history.”

Global Growth Forecast –Loomis Sayles

“We have shaved our US GDP forecast down to 2.3% from 2.9%, mostly on account of weaker exports, a strong dollar and the decline in oil prices. In emerging markets, we still believe Asia Pacific is currently a bright spot – but we expect China to slow further as easing measures fail to gain traction.”

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 186

Posted by Anu Heda on May 26, 2015, in Best Blogs of the Week , tagged with BlackRock, Loomis Sayles, Russell, Wells Fargo

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.”

Loomis Sayles

Best Blogs of the Week #198

Best Blogs of the Week #193

Best Blogs of the Week vol 186