Only one post to recommend from last week coming from the prolific and historic Wells Fargo Advantage Voice blog.
Wells Fargo – Four things investors need to watch for in 2016 – Good riddance, 2015. Many investors probably feel frustrated with the meager—if any—return on a diversified portfolio from 2015.
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
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 |
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).
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.”
