Money Manager Research
F-Squared Investments looks back at the events of 2011 and how their investment strategies performed throughout the year. A particular focus is on how the strategies achieved their objective of "de-risking the portfolios." "A key aspect of the value proposition of AlphaSector is the ability to "de-risk the portfolio" in volatile and negative markets. In an extended bear market, as in 2008-2009, the goal is to reduce capital loss. In periods of up-and-down swings such as 2011, the dual objectives are to 1) position the portfolio defensively to move quickly to cash if the markets deteriorate significantly, and 2) to reduce volatility and its negative impact on clients.”
Download F-Squared's Full Commentary Here
Get Free Research Reports On F-Squared Investments
Sign up for email updates from Money Manager Research.
Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product offering. The deal, expected to close Tuesday January 31, 2012, would bring over the seven-person Mesirow team lead by Leila Heckman, Ph.D. and includes John Mullin, Ph.D., and Vijay Chopra, Ph.D. Together, the team manages $300 million in four international and global equity strategies based on proprietary quantitative research processes.
Learn more about Mesirow Financial here.
Get Free Research Reports On Roosevelt Investments
Sign up for email updates from Money Manager Research.
Posted by Thomas Wilson on 1/31/12 2:57 pm
Gary Thayer, Chief Macro Strategist at Wells Fargo, believes the market is more likely to experience a correction rather than a reversal in its recent upward trend. "New economic data show that the U.S. economy grew at the fastest pace in six quarters during the final three months of last year. The economy is clearly not in recession but still faces many problems. Investors have responded positively to the good economic news during the past few months, and the stock market has rallied considerably from its 2011 lows last fall. With all this good news factored into current prices, the stock market recovery is probably due for a time out."
Download the Full Wells Fargo Commentary
Get Free Research Reports On Wells Fargo
Sign up for email updates from Money Manager Research.
Louis Navellier of money manager Navellier & Associates examines fourth quarter GDP growth and the current earnings season for US corporations. "So far, the fourth-quarter earnings announcement season resembles the Florida GOP presidential primary, where it's "every man for himself." Likewise, earnings announcements are entering a phase I would call "every stock for itself." Some companies are showing great earnings while others miss badly. For example, Google got hit hard, while Apple surged in the wake of its latest quarterly results."
Download Navellier's Full Commentary Here
Get Free Research Reports On Navellier & Associates, Inc.
Sign up for email updates from Money Manager Research.
Bob Doll, Chief Equity Strategist at money manager BlackRock, sees a constructive background for stocks moving forward. "On balance, however, we believe the positives outweigh the negatives. Central banks remain highly committed to promoting better economic growth and while we are not expecting to see a clear resolution for the European debt crisis, we do expect it to remain reasonably well contained. Given this backdrop, we think it is likely that modest levels of economic growth should continue, which should help pave the way for risk asset outperformance."
Download BlackRock's Full Commentary Here
Get Free Research Reports On BlackRock, Inc.
Sign up for email updates from Money Manager Research.
Chief Investment Officer of equities at Federated Investors, Stephen Auth, examines the sovereign debt situation in Italy and the chances of Italy defaulting. "It's one thing if Greece were to default (though that's looking less likely); it's entirely another if the euro-zone’s third-largest economy struggles to pay up. The worry is that nearly $260 billion of Italy's sovereign debt rolls over this year, with a significant chunk coming due next month. If investor appetite for Italian debt doesn't hold up, Italian bond yields may spike, Spain may follow and the risk-off trade is back on with a vengeance. We think this sort of thinking is misguided."
Download Federated's Full Commentary Here
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
Money manager Roosevelt Investments' latest commentary reviews the fourth quarter of 2011 and details their outlook for 2012. "We are encouraged by the current low inflationary environment, continuing corporate profits growth, and the improving employment picture. While we are not making the case for a robust US economy, we do see it as improving and thereby less vulnerable to the potential for further negative shocks emanating from Europe."
Download Roosevelt's Full Commentary Here
Get Free Research Reports On Roosevelt Investments
Sign up for email updates from Money Manager Research.
Philip Orlando, Chief Equity Market Strategist at Federated Investors sees three headwinds to U.S. economic growth in 2012. "The U.S. economy was clearly gaining momentum as we headed into year-end 2011, marked by strengthening trends in employment, manufacturing and consumer spending. There's little question, however, that in the early stages of 2012, three exogenous economic headwinds threaten this positive development: the likely PIIGS-driven recession in the euro zone; possible fiscal drag from ongoing policy dysfunction in Washington; and the prospect of a hard landing among critically important emerging-market economies, particularly in China."
Download Federated's Full Commentary Here
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
Posted by Thomas Wilson on 1/23/12 1:55 pm
Chief Macro Strategist at Wells Fargo, Gary Thayer, warns investors to be prepared for increased volatility despite the good news on the U.S. economy. "The U.S. stock market advanced further last week as investor sentiment improved and risk aversion decreased. As a result, some market indexes are now near the highs of early last year. The U.S. equity market has come a long way in the past three and a half months, thanks to good news on the U.S. economy and less bad news on the European debt crisis. However, the stock market is vulnerable to a pullback because profit-taking is likely to follow the big gains since the early October lows."
Download Wells Fargo's Full Commentary Here
Get Free Research Reports On Wells Fargo
Sign up for email updates from Money Manager Research.
Posted by Thomas Wilson on 1/18/12 11:19 am
BlackRock's Bob Doll examines the various risks to watch in 2012 and stresses the importance of containing those risks. "We are not suggesting that stocks will move inexorably higher this year and we are quite certain that we have not seen the end of market volatility. We do believe, however, that decent earnings prospects, plus dividend yields plus a moderate improvement in valuations should be enough for US stocks to post double-digit returns in 2012."
Download BlackRock's Full Commentary Here
Get Free Research Reports On BlackRock, Inc.
Sign up for email updates from Money Manager Research.
Important Disclosure Concerning WrapManager Blogs
Blogs found at this site have been created or supported by WrapManager. The information provided in a blog post prepared by WrapManager or an associated person of WrapManager is generally limited to financial and economic issues, but may include a discussion of general interest items. The views and opinions expressed on this blog are purely the blog authors, and not necessarily those of WrapManager, Inc. Certain blog posts include information pertaining to WrapManager’s investment advisory services and the products and services of unaffiliated money managers. Such information is provided for information purposes only. Accordingly, information provided in a blog should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by WrapManager with a prospective client shall be conducted by a representative of WrapManager. Moreover, no client or prospective client should assume content contained on the website serves as a substitute for personalized advice from WrapManager. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment, portfolio or money manager referred to within the blog will be suitable for your individual situation and risk tolerance or will be profitable. WrapManager recommends that you retain a financial professional to provide you with specific guidance regarding your financial situation before investing. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.
Although the information included in the WrapManager, Inc. website and blog has been obtained from sources WrapManager believes to be reliable, we do not guarantee its accuracy and information may be subject to change without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction.
Comments made by third parties are subject to moderation by WrapManager and may not appear on this blog until they have been deemed appropriate for posting. Also, due to the volume of comments received, not all comments will be posted.
WrapManager does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party website linked to WrapManager's web site or incorporated within a blog post. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The associated persons of WrapManager are also securities agents with Prospera Financial Services, Inc., a registered broker/dealer, member FINRA/SIPC. Securities offered through Prospera Financial Services are cleared through First Clearing, LLC which is affiliated with Wells Fargo Corporation. WrapManager is not a related company of Prospera Financial Services, First Clearing or the Wells Fargo Corporation.
