Buy-side Reports

A response to request.

The following are the sources of buy-side reports that I gathered for study.  At first I aimed on all fund management firms in Japan as I am recently looking for a job here. Soon I found that the firms with qualified reports are often multinational ones and thus changed my focus.

And this is also partly the origin of this blog.

Rates are absolutely subjective.

Number with <m <y indicates the frequency of update.

And, of course, they are incomplete.

 

English part

AM G R rate status URL
Aberdeen *** Thinkaloud(20<m), insights (10<y) http://thinkingaloud.aberdeen-asset.co.uk/thinkingaloud/ http://institutional.aberdeen-asset.co.uk/en/ukinstitutional/insights/articles-and-thought-pieces
Western Asset **** White papers(4m), the economy(4m), etc http://www.westernasset.com/us/en/research/whitepapers.cfm
AB ***** Economic Commentaries (4m), Insights blog(<30m) https://www.abglobal.com/institutions/americas/home.htm#/
PICTET *** Latest news, comment and analysis(<5m) https://www.group.pictet/corporate/en/home/institutional_investors/news.p.1.html
LEGG MASON **** Market outlook + Investment insights (<10m), Chart of the week https://www.leggmason.com/en-us/insights.html
Fidelity ** Investment outlook (1q), articles https://www.fidelity.co.uk/investor/markets-insights.page
PICMO **** Insights (<30m) https://www.pimco.com/insights
AXA IM **** Research news(10<m) https://www.axa-im.com/en/research
Russell Investment *** Insights for institutional investors (<5m) http://fiduciary-matters.russell.com/
Princial Global Investors ** Insights exept rountine (<3m) https://www.principalglobal.com/knowledge/insights
BNY MELLON *** Investment Insight(<5m) https://www.bnymellon.com/us/en/our-thinking/search.jsp?type=investment-insight
PINEBRIDGE Investment ***** Commentary (10<m), Thought papers (10<y) https://www.pinebridge.com/insights/commentary/
CAPITAL GROUP **** Macro/market views (7<m) https://server.capgroup.com/capgroup/action/getContent/GIG/Europe/Intermediaries/Investment_insights/Entry_Page/II
Invesco ** Insights (2m) https://www.invesco.com/portal/site/us/investors/insights/
Amundi **** research news (<50m) http://research-center.amundi.com/recherche/All-articles
Schroders ** Insights (<5m) http://www.schroders.com/en/insights/
Barings * Investment update(<2m), Thought pieces (<5y) http://www.barings.com/us/InstitutionalAdvisers/NewsViews/InvestmentUpdates/index.htm
Henderson Global Investor * report(<10m) https://www.henderson.com/ukii/posts
State Street ** ideas(1w) http://www.statestreet.com/ideas/publications.html
PGIM *** insights(<3m) https://www.pgim.com/insights
East Spring ** market insights (<2m), macro briefing (1m) http://www.eastspring.com/our-perspectives/Insights
Franklin Templeton Investments * Investment insight (<2m) http://www.ftinstitutional.com/ftinstitutional/institutional/insights/investment-insights
W AM
Deutsche Asset Management *** CIO views (<3m) https://institutional.deutscheam.com/globalResearch/cio_office.jsp
Goldman Sachs AM *** Insights (<5m) https://www.gsam.com/content/gsam/global/en/market-insights/market-strategy/allFilterTopic.html
Blackrock **** Insights (<20m) https://www.blackrock.com/investing/insights
Barclays * Insights (<10m) http://www.investmentbank.barclays.com/our-insights.html
W HF
AQR AM *** Cliff’s Perspective(<2m), library https://www.aqr.com/library
Two sigma ** Insights(<2m) https://www.twosigma.com/insights
Winton Capital ** RESEARCH BRIEFS(<1m) https://www.wintoncapital.com/en/research-and-insights/research-papers-briefs
Man group ** Knowledge(<5y) https://www.man.com/3/thought-leadership
GAM * Insights(<10m) https://www.gam.com/en/insights/
GMO **** Recent research (<2m) https://www.gmo.com/

 

Japanese part

J fund report status address
Aberdeen ** Monthly aisan debt market report and topic report (<5y) http://www.aberdeen-asset.co.jp/aam.nsf/japanaimkk/marketreport
Western Asset ***** White papers(4m), the economy(4m), etc http://www.westernasset.co.jp/ja/research/whitepapers.cfm
GCI AM ** Product report http://www.gci.jp/jp/news/
AB Japan ***** Knowledge & market perspective (<10m), report(<5y) http://www.abglobal.co.jp/knowledge/
岡三アセマネ ** ファンドマネージャーの眼 (1m), market report(<5m) http://www.okasan-am.jp/colum/fundmanager/
Simplex AM
さわかみ投信
PICTET **** various market news (>30m), news columns (>10m) https://www.pictet.co.jp/archives/category/news/markets?num=100
LEGG MASON * US AU market news http://www.leggmason.co.jp/market_info/index.html
MU投資顧問 ** research manager report (1m), global outlook (<5m) http://www.mu-iv.co.jp/reports/index.html
TOUCHSTONE
レオス・キャピタルワークス * monthly report (1m) http://123.rheos.jp/investment/monthly_report.jsp
PORTFOLIA
Fidelity * market report (15<m) http://www.fidelity.co.jp/fij/news/index.html?check=MR
PICMO *** Insights overview(5<m) https://japan.pimco.com/JP/Insights/Pages/InsightsOverview.aspx
AXA IM *** Research news(10<m) https://www.axa-im.com/en/research
Russell Investment *** Report (1q) https://russellinvestments.com/jp/research/research-overview/research-overview/russell-communique
Princial Global Investors ** Research report (1y), market report (5<m) http://www.principalglobal.jp/news01.html#report
BNY MELLON *** Market report (5<m) http://www.bnymellonam.jp/market
SPARX ** Japanese stock report (1m), asia report (5<y) http://www.sparx.co.jp/report/
PINEBRIDGE Investment ** market memo (10<y) http://www.pinebridge.co.jp/news/market_backnumber.php
CAPITAL GROUP *** market view (5<m) http://www.capitalinternational.co.jp/insights/archive.html
Invesco
Amundi * market report (<30m) http://www.amundi.co.jp/report/list/
Schroders ** Insights (<5m) http://www.schroders.com/ja-jp/jp/asset-management/insights/
鎌倉投信 運用報告書 (1m) http://www.kamakuraim.jp/yuidayori/
Barings * ファンドマネージャー・コメント(1m) http://www.barings.com/jp/InvestmentTrusts/investmentinformation/fmcomments/index.htm
Henderson Global Investor * レポート (<5m) https://www.henderson.com/jpii/posts-nohgi
しんきんアセマネ レポート (<20m) http://www.skam.co.jp/newest_report/
State Street
PGIM * outlook(<2m) http://www.pru.co.jp/
MFS ** insights(<10y) https://www.mfs.com/content/ja_jp/insights.html
East Spring
Franklin Templeton Investments * 市場見通し(<3m) http://www.franklintempleton.co.jp/ja_JP/investor/commentary/market-perspectives
J Research
Nomura Research Insitution * Financial Research Paper(<2m) http://www.nri.com/global/opinion/lakyara/index.html
日本総研 * 経済・政策レポート、経営コラム・レポート https://www.jri.co.jp/column/
大和総研 ** レポート http://www.dir.co.jp/research/
富士通総研 ** 研究レポート http://www.fujitsu.com/jp/group/fri/report/research/
PWC *** Reports (<3y) http://www.pwc.com/jp/en/japan-knowledge/thoughtleadership.html
日本ベル研究所 ** リサーチメモ、 http://belletk.com/
Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s