Natixis

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 #221

Posted by Anu Heda on Mar 07, 2016, in Best Blogs of the Week , tagged with Natixis

Only one blog post to share today from Natixis’ John Hailer.

Natixis – What Can We Learn From Some of the World’s Most Sophisticated Investors? – Nearly half (49%) say it is essential to invest in alternatives in order to outperform the broader markets.

Best Blogs of the Week #205

Posted by Anu Heda on Oct 15, 2015, in Best Blogs of the Week , tagged with American Century, Lord Abbett, Natixis

Slight delay in sharing the best posts of last week (but look a shiny new Naissance Web site).

American Century – CIO Insights

Higher-yielding, higher-credit risk bond sectors tend to perform more like stocks in periods of market stress.

Lord Abbett – Corporate Bonds: A Stampede of Elephant-Sized Deals Hits the Streets

what is the evidence that investors prefer these large, liquid, jumbo deals? Such evidence would be pricing data that showed investors being willing to pay a premium to own those deals. In fact, the data show just the opposite

Natixis – Beyond Allocation

In fact, 77 percent of investors say they go on gut instinct when making financial decisions.² Thus, advisors are increasingly assuming the role of client therapist, helping clients work through their emotions, endure day-to-day market fluctuations and stay focused on their long-term financial plan.

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)

Best Blogs of the Week vol. 182

Posted by Anu Heda on Apr 27, 2015, in Best Blogs of the Week , tagged with Invesco, Natixis, Russell, Wells Fargo

Best Blogs took a little posting hiatus, but not a reading hiatus. Hence, this post is a bit of a catch-up. Three interesting posts from the last few weeks are:

Pension Plan De-Risking: Lump Sum or Annuity? -Investco (compelling post about de-risking for retirement plans)
DC Plan Sponsors: Five Reasons to Consider White Labeling Your Investment Menu -Investco (5 reasons towards white labeling within a 401(k) lineup)
Outsourcing continues to gain popularity among institutional investors –Russell (post on OCIO? Wow, highly specialized topic)

Alternatives are really dominating the industry blog posts. From:

Alternative Investing: Two Ways to Mitigate Manager Risk -Investco
ALTS 101: Making sense of alternative strategies -Natixis Global Asset Management
Who should consider alternative investments? -Wells Fargo
How alternatives fit into your portfolio -Wells Fargo (again!)