Money Manager Research
Macquarie believes that Sovereign risk continues to be at the forefront in the minds of investors and the market. With recent bond auctions under intense scrutiny, Macquarie believes that the bond markets are now in control of fiscal decisions, and that the era of long-term fiscal consolidation is under way.
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Federated believes that the economy and the market continue to show strength. Federated points to the recent February figures for employment, the ISM index, and retail sales as examples that are contributing to this strength. Corporate profits over the last two quarters have shown the largest rebound since World War II, and Federated believes that businesses will be a big catalyst for growth going forward.
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Emerson believes the economic recovery is in place, and that the message being given from the market must be respected. Emerson compares the recent positive and negative indicators in the economy as well as in the major market indices to determine where the market currently stands and what they expect as possible future outcomes.
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Astor believes that 2010 will be a positive year for the markets but the returns will be somewhere in the single digits. They think volatility will increase as the economy continues to recover and at times show mixed signals, although overall the state of things will be much calmer than 2009.
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Given the current market, economic, and political environment, Roosevelt has recently added the defense sector into their portfolio to provide some risk management. Roosevelt believes that given the historically low beta, low price to earnings valuations, low correlation to the business cycle, and their price sensitivity compared to other equities surrounding geopolitical events, that defense stocks can act as an effective portfolio hedging tool.
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Lord Abbett believes the evidence continues to come in that shows the economic recovery is still intact. Retail sales are positive, the trend in GDP growth is positive, industrial production continues to improve and new orders are rising, and layoffs in the labor sector have moderated. Lord Abbett believes the threat of a double-dip recession is unlikely as long as the FED maintains their loose monetary policy.
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Similar to the Money Manager Picks for 2009, WrapManager has selected 10 money managers who we believe are well positioned for 2010. Based on what we feel are the four loudest and popular year-end economic themes of 2009, these managers have been selected based on their individual objectives and disciplines that we feel may be appropriate for 2010.
Please visit our website, or call our office at 1-800-541-7774, to request your copy.
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Churchill believes that the market may be in a current correction phase that may last over the next few months. Their proprietary fundamental, technical, and sentiment indicators are pointing towards an intermediate correction in the markets. Churchill believes that following this potential correction, there will be a second great buying opportunity that will lead to the second leg of the current bull market.
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Alliance believes that the world economy continues to rebound from the widespread recession, and that global growth in 2010 should approach 3.5 percent. They see government stimulus packages continuing to bolster the rebound, consumption continuing to improve, the trend in global manufacturing is positive, and the weak dollar is doing its job and rebalancing capital flows and trade.
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Fred Alger has a positive outlook on the markets and the economy as we head into 2010. They believe corporate earnings should deliver solid results, and the growth in GDP and other economic indicators should continue to show improvements. Fred Alger believes that even as countries begin to pull back on their stimulus measures, the overall amount in the global system will continue to stimulate corporate and consumer activity.
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