Best Blogs of the Week #194
Interpreting active share –Russell
“Active share has become a more popular measure in the last few years, and unfortunately many in the industry ascribe it almost magical powers”
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Best Blogs of the Week #193
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 192
Two posts this week, including a favorite on Greece.
Assessing the potential winners and losers in the Greek crisis –Invesco
“Losers potentially include: the euro; spreads on credit assets; low-quality, leveraged and cyclical growth exposure; and peripheral European and non-European emerging market assets.”
When the Fed begins to tighten, quality stocks matter –Wells Fargo
“Quality seems like a simple concept; however, it is not as easily defined as other investment terms such as valuation or relative strength.”
Best Blogs of the Week vol 191
A single post answering a highly relevant question:
China: Bubble, value opportunity, or both –Wells Fargo
“I think there is a very good reason to be invested in China, but in the right China.”
Are We Overrating Millennials?
Millennials are a hot topic in the industry. We have done multiple millennial-centric projects this year, and every day seems to bring another conversation focused on the same set of questions:
- How can we help millennials overcome their conservative, fearful attitudes about investing?
- How should we leverage their (self-stated) interest in socially-responsible (ESG) investments?
- And most importantly, how do we make sure we capitalize on the $41 trillion (or is it $59 trillion?) in wealth they will inherit over the decades to come?
This has made for interesting discussion and interesting work. Yet at the same time I can’t shake the feeling that the importance of millennials to asset managers over the next 10 years is being overrated. … [read more]