WisdomTree

Best Blogs of the Week #200

Posted by Anu Heda on Aug 25, 2015, in Best Blogs of the Week , tagged with , , ,

Four interesting posts (from last week, so no mention of Monday’s wild day for US equities) to share covering domestic and international issues.

 Wrestling with the Costs of Crumbling Infrastructure –Lord Abbett

“There is some talk that oil price declines have made room for a gasoline tax hike, but otherwise, infrastructure spending will remain hostage to the many other demands already straining federal, state, and local budgets,” said Milton Ezrati.

Macro Matters: China’s Currency Move –PIMCO

If China were merely to embark on aggressive currency depreciation without further domestic monetary easing and market reforms, this should be seen as bad news. Chinese exporters would gain a competitive advantage…

3 Things the European Investment-Grade Fixed Income Team Talked About Last Week –Pioneer (interesting post; rough title) –

“Perhaps the reason that global bonds initially rallied was that the Renminbi (RMB) move was seen as a global deflationary move. A weaker RMB (and other Asian currencies) should mean weaker commodity prices…”

 Thoughts from the China Beige Book –WisdomTree

“… the Chinese currency appreciated by over 20%. The rise in the dollar resulted in the yuan becoming far more expensive compared to its Asian neighbors, which corroded its competitiveness. Given this steep rise in the value of the yuan, the 3% devaluation is rather small by comparison.”

Best Blogs of the Week #199

Posted by Anu Heda on Aug 18, 2015, in Best Blogs of the Week , tagged with ,

Though the week’s financial news focused on the Chinese government devaluing the yuan, we liked three posts on highly different topics.

How to Invest for the Greater Good –BlackRock

“Impact investing targets a very clear social or environmental outcome that is measurable and transparent. Instead of just refraining from investing in something that doesn’t align with your beliefs, you’re focusing on companies that are operating responsibly and having a positive impact on the world.”

Top 5 Smart Beta FAQs –BlackRock

“Transparency is a defining attribute of smart beta strategies.”

How U.S.-Centric is Your U.S. Equity Exposure? –WisdomTree

“If you believe the U.S. dollar trend is set to reverse, such an environment would favor U.S. exporters and the WisdomTree Weak Dollar U.S. Equity Index”

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.

Best Blogs of the Week #193

Posted by Anu Heda on Jul 13, 2015, in Best Blogs of the Week , tagged with , , , , , , , , , , , ,

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).

Best Blogs of the Week vol 188

Posted by Anu Heda on Jun 08, 2015, in Best Blogs of the Week , tagged with , ,

All three posts this week have an international bend to them.

Yuan Taking Over –BlackRock

“… over the past 18 months, we’ve seen more of a two-way market. Investors should expect this to continue, as there are contrasting factors impacting the currency.”

A Bad Bond Proposition –M&G

“Few bond market offerings tick all the boxes, but if we are to be suitably compensated, and subject to certain red lines, we are generally sanguine.”

International Investing –WisdomTree

“if there is little to no expected return, but an additional source of volatility, why layer currency exposure on top of international equity exposure?”