How the firm is structured from an organizational standpoint, and the investment process and philosophy of the Mid Cap Value portfolio, are detailed in this report. As a…
The economy is showing more evidence that the recovery is gaining traction. Credit markets are continuing to heal and global stimulus is still only partially deployed. A rebound…
Although the economic and investing conditions are better than they were a year ago, uncertainty remains in the marketplace, and Lazard believes that fundamental research will play a…
Standard & Poor’s says companies in the S&P 500 index will probably raise their dividend payments by 6.1% in 2010 after posting a 21% decline this year. Year-to-date,…
The strong global recovery has caused a rise in corporate profits to accelerate. Profit margins have been increasing and businesses are not only getting healthier, but more prosperous,…
The markets are continuing to rebound and the economy looks to be on a more solid stance. The shift into riskier assets continues as investors look for yield…
Dissecting the current state of the market, economy, as well as their All Cap Growth strategy, Lateef believes there are opportunities to be found. Although tight consumer credit…
The majority of the companies in the S&P 500 have reported their third quarter earnings, and of these, more than 80% have surprised to the upside. Roosevelt believes…
Federated believes the recovery and the markets will continue to surprise on the upside. Easy global monetary policies from central banks, as well as reluctance from governments to…
The history of the firm, how it is structured from an organizational standpoint, and the investment process and philosophy of the International Equity portfolio, are all detailed in…
The decline in unemployment claims and the increasing trend in capital spending are boosting business and consumer confidence. Additionally, improving credit markets, advancing corporate profits, and increases in…
It appears the recession ended late in the second quarter of this year, and Fiduciary believes the economy should continue on the recovery path that is now in…
What are the implications of a depreciating dollar and its impact on the domestic equity market? In the near to intermediate term Roosevelt believes an orderly depreciation of…
The large cap value strategy from Federated is the topic of this commentary. The Manager Strategy Group at Wells Fargo Advisors recently had a meeting with Walter Bean…
Baker Avenue believes it is just as important to play defense as it is to play offense in the stock market. Although their sentiment indicator is still in…
The large cap core strategy is the topic of this commentary. The Manager Strategy Group at Wells Fargo Advisors recently had an onsite meeting with the management and…
The financial markets are rallying on all cylinders, and risk assets of all sorts are participating. These are not normal times and are not normal conditions, but Macquarie…
Neuberger Berman believes it is a good time to be an equity investor. The markets have rallied off their March lows with the help of stabilization in the…
The transition from recession to recovery is underway, and Fayez Sarofim believes we are still in the early stages. The outlook is positive but there are still potential…
Money Manager Calamos offers their insight into the forces at work in the economy and markets, and where they are headed going forward. The worst of the recent…
In this money manager commentary, Estabrook Capital reviews the market and economy over the last quarter, and also shares their thoughts on what the near term future will…
In their latest commentary, money manager Hillman Capital discusses what has happened with the markets and the economy, and where things are headed. Hillman sees signs of stabilization…
In their latest money manager commentary, Federated Investors looks at the positive and negative data and indicators currently in the marketplace, and what lies ahead as we move…
At the beginning of 2009 WrapManager selected and published five money managers, with philosophies and styles we thought would be attractive to investors looking for strategies that ranged…
Oct. 21 (Bloomberg) — Federal Reserve district banks identified commercial real estate as the weakest part of the economy, while most saw "stabilization or modest improvements" in areas…
BlackRock believes that the recession has ended and the global economy has entered a recovery phase. What this recovery will look like, and how fast it will play…
WrapManager, through our relationship with Wells Fargo Advisors, will be hosting a webinar with renowned market professional Dr. Jeremy Siegel. The live webinar will be taking place on…
Money Manager Neuberger Berman offers their state of the market address following the closing of the third quarter. The psychology of investors as well as massive government intervention,…
In their latest commentary, money manager Wentworth, Hauser, and Violich reflect upon what has happened in the markets and the economy over the past year, and what we…
In their latest money manager commentary, Clover Capital discusses the major economic themes of the market in every decade over the last thirty years. The 1970’s were defined…
Roosevelt continues to maintain their positive outlook on the stock market. Investor sentiment and recent economic data continue to support this view. The continued narrowing of credit spreads…
Americans holding $3.5 trillion in cash are giving money managers increasing confidence that the stock market rally under President Barack Obama will continue through the end of the…
John Calamos Sr., whose mutual fund beat 99 percent of rivals over the past decade, said technology and energy exploration stocks that benefit from global economic growth will…
In this research report, Money Management Firm Brandes Partners dives into the world of value and growth stocks. Their findings indicate that when the P/B (price to book)…
In their latest money manager commentary, Churchill Management discusses investor sentiment and how the role of psychology shapes the cyclical nature of the stock market. From irrational exuberance…
In the latest money manager commentary from Federated, equity market strategist Linda Duessel discusses and dissects the current economic data that is out there in the marketplace. There…
Money Management Firm BlackRock discusses the recent economic data that has shaped the markets in their latest money manager commentary. The trend continues to be positive. Unemployment claims,…
Banc of America Securities-Merrill Lynch said last Tuesday it expects the S&P 500 to hit 1,200 over the next 12 months, helped by a “slow but sustainable” U.S.…
Money Management Firm Wells Fargo Advisors states their case for why the U.S economy is transitioning from recession to recovery in their latest money manager commentary. Housing, manufacturing…
In this commentary we address some of the negative perspectives which contrast with our own more sanguine view of the stock market over the near to intermediate term.…
In Eagle’s latest money manager commentary, they explain what has been happening in the Small/Mid cap sector of the stock market since the March market lows. Low quality…
Has the stock market come too far too fast during the past six months? At these current levels and valuations, are equities overbought and expensive? Money management firm…
In this money manager commentary, Neuberger Berman assesses the recent market events, and notes the potential long-term challenges that the economy faces as it moves further away from…
Fred Alger incorporates into their investment thinking the reality that the market is driven by an even mix of fundamentals and psychology. Psychology can best be described as…
“We continue to believe that the recession is coming to an end and that US gross domestic product (GDP) growth will be positive in the third quarter. Based…
Goldman Sachs provides its August 2009 Market Pulse summary with a slightly more technical approach. The money manager’s thoughts on short and long-term GDP influences, unemployment figures, Fed…
Despite signs of improvement, the economy and the financial markets still face many threats. Loan losses, higher commodity prices, commercial real estate, and rising interest rates can still…
The past year has been one of the most volatile periods in history for the capital markets with investor panic, a credit market freeze, and a sharp downturn…
Fayez Sarofim believes the severity of the downturn has eased, worst-case scenarios have been avoided, and there is increased evidence that cyclical forces for recovery are gaining strength.…
Abby Joseph Cohen, Goldman Sachs’ celebrity market strategist, during a television appearance Thursday said the S&P 500 Index may rise as high as 1,100 this year, although she…
The global economy is still in a recession that won’t end until the end of the year, said Nouriel Roubini, the New York University economist who predicted the…
Alliance Bernstein believes that the recent market rally has brought some needed relief to investors. But as signs of an economic recovery build, risk and uncertainty remain in…
Stocks may rise further after reaching eight-month highs, according to followers of the century-old Dow Theory. As the Dow average climbed to the highest level since Nov. 5…
Navellier remains optimistic about the long term prospects for the U.S. economy. Although there are problems with consumer confidence and unemployment, easy year-over-year earnings comparisons and positive economic…
Clover Capital offers some insight into the current stock market cycle we are experiencing. The “confusion” chapter which began with the market lows in March, and continues through…
WHV believes the downturn in the United States and global economies is moderating, and a return to growth will occur in 2010. However, there are many potential roadblocks…
Our view is unchanged that the economy will experience below-trend growth for the intermediate term, but we have changed our view somewhat on the shape of the recovery,…
The IMF increased its 2010 economic growth prediction from 1.9% to 2.5%, but remains cautious towards the pace of the economic recovery. IMF Chief Economist Olivier Blanchard stated…
The game plan for the the Public-Private Investment Fund (PPIP) was further unveiled today by the Treasury Department. Nine investment managers will participate in helping the banking industry…
Blackrock’s Doll predicts 1,000 this year for S&P 500. BlackRock (BLK) CIO Robert Doll predicts equity markets in the U.S. will host double-digit percentage gains this year. In…
Calamos paints a picture of how the intertwining role of Washington D.C., the consumer, and the FED, will lay the seeds for the future of domestic and international…
Federated believes companies are leaner and the housing market may be turning. But they worry about China’s “Buy China” stimulus and the historical cost overruns involved with expanding…
Many investors are worried that the financial system is flooded with money because of the surge in Federal Reserve lending since the financial crisis worsened last year. However,…
The Technical Indicator, By Michael Ashbaugh, MarketWatch The U.S. markets’ technical backdrop is now incredibly straightforward, boiled down to two main points. First, the S&P 500 just broke…
Baker Avenue Asset Management was founded by Simon Baker. Gaining traction quickly, the firm’s core managed account strategy, the All Cap Core Equity Portfolio, has significantly outperformed its…
Swine Flu and the Potential Impact on Sectors & Stocks Dr. John McCauley, virologist at the National Institute for Medical Research, believes that the estimate of 120m fatalities…
There is no doubt where the economy is now. “By any measure, this downturn represents by far the deepest global recession since the Great Depression,“ the International Monetary…
While a number of positives have developed, the most probable outcome we envision is a protracted and painful recovery with structurally higher unemployment. We are currently studying the…
The Mortgage Bankers Association boosted its forecast for 2009 home-loan originations by $800 billion to $2.78 trillion as a wave of refinancing and low interest rates spur homeowners…
Banks are benefiting as mortgage fees rise to the highest levels since 2000. That’s according to data from the Federal Housing Finance Agency. The increase comes with home…
What about the toxic bank waste? Many believe that the future growth of our economy is dependent on the healing of our banking system. A big portion of…
What a mess: “In the mid-‘80s, Wall Street turned to the quants—brainy financial engineers—to invent new ways to boost profits. Their methods for minting money worked brilliantly…until…
Boston based research firm Cerulli Associates reported that assets held in separately managed accounts (SMA) at the end of 2008 fell to $498 billion. The previous quarter end…
Investors are “…looking for signs that might indicate a bottom.” With the majority of the mainstream news negative, I have been watching certain data points that may be…
When I started out in the investment world years ago, people were most interested in getting a return on their money. Today, it seems, investors are just happy…
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