Natixis

Courtesy Mike Steele, BREXIT

Best Blogs of the Week (SPECIAL – BREXIT II)

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 #205

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

American CenturyCIO Insights

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

Lord AbbettCorporate 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

NatixisBeyond 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

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. 182

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:

 

Alternatives are really dominating the industry blog posts. From: