MandG

Best Blogs of the Week (SPECIAL – BREXIT II)

Posted by Anu Heda on Jun 27, 2016, in Best Blogs of the Week , tagged with American Century, BlackRock, Franklin Templeton, Invesco, MandG, MFS, Natixis, PIMCO, TIAA, Wells Fargo, William Blair, WisdomTree

Shocking the capital markets globally, the referendum to leave the EU passed. BREXIT. Asset managers were ready with comment. The proceeding table aggregates industry blog posts on Friday (only). This is an impressive volume (e-mail me if you’re seeking a perspective on quality) though as you see very little thought went to titling these posts. Of the titles below, BlackRock and WisdomTree clearly put thought into their respective titles.

Asset Manager	Blog Post
American Century	Our Views on the Brexit Vote
BlackRock	What data can tell us about the Brexit vote 5 key takeaways from the Brexit vote
Fenimore	Brexit & The value of patience
Franklin Templeton	In The Know: The UK Votes to Leave the EU Brexit: How Quickly May the Surprise Wear Off? A Global Macro View of Brexit Implications
Invesco	UK votes for ‘Brexit’ Beyond Brexit: What happens next?
M & G	Bond market reaction to UK “Leave” vote
MFS	Brexit Rattles the Market
Natixis	Brexit Interviews: Implications of the vote Brexit Vote: The New Unknowns
PIMCO	Brexit: Initial Impact and the Road Ahead Brexit’s Impact on the Eurozone
TIAA	Response to Brexit requires long-term perspective – UPDATED
Wells Fargo	Brexit: Buy the dip, or wait? Brexit vote sends shock waves through markets
William Blair	Brexit Update: Our Base Case Scenario
WisdomTree	Sterling’s Structural vs. Euro’s Political Weakness: “Brexit” Opens Opportunities

Best Blogs of the Week #223

Posted by Anu Heda on Mar 21, 2016, in Best Blogs of the Week , tagged with BlackRock, Columbia Threadneedle, MandG

This week’s blogs include numerous posts related to negative interest rate policy. None were particularly insightful so we steered towards three compelling posts on varied topics.

BlackRock – Why millennial women are tuning into their finances – We also found that millennial women who learned financial responsibility from their parents were more likely to engage in and enjoy investing.

Columbia – Is the U.S. heading towards a recession? – For now, we can say the U.S. economy is late cycle, with recession risks rising but not yet elevated.

M & G – The Central American Remittance Crunch – who would lose most from a Trump Presidency? – The US election campaign has surprised everyone thus far. [Enough said.]

Best Blogs of the Week #216

Posted by Anu Heda on Jan 26, 2016, in Best Blogs of the Week , tagged with MandG, Wells Fargo

Many asset managers are starting to acknowledge and blog about a potential global recession. Here are two of the better posts related to a global recession.

M & G – What’s all this fuss about a recession? – If we’re sticking to the facts, this sell-off is way over-done. To make us worry that we are about to plunge into global recession we would have to hear more convincing explanations as to how the factors impacting asset prices are going to become net negatives for global growth.

Wells Fargo – Worried about the market? These charts can help – So far in 2016, the daily return on the S&P 500 Index has been -2% or worse three times in the span of 12 days. For perspective, the stock market dropped that many times plus one for all of 2012. The average number of days the market drops 2% or more is five times per year.

Best Blogs of the Week #201

Posted by Anu Heda on Aug 31, 2015, in Best Blogs of the Week , tagged with MandG, TIAA

What a week for the industry. We don’t often get to start the week with a 1,000 point drop in the Dow Jones Industrial Average. So everyone seems to be discussing volatility’s relation to the 1,000 point drop. And the industry posted too many posts related to volatility; we selected the single best chart below.

China Crisis –M & G

“However in this instance it is very difficult to infer much from the behaviour of the Chinese market which has behaved in a manner unconnected with fundamentals for some time.”

Volatility Chart –TIAA-CREF (newcomer!) best chart of the week

This is a correction, right? –TIAA-CREF

“A correction occurs when a market index declines at least 10% from its peak. The S&P 500 Index, which hit an all-time high of 2,130 on May 21, had fallen to 1,868 on August 25, a 12% drop over the course of three months.”

Best Blogs of the Week #193

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)