The U.S. recovery is slowing down as negative headwinds dampen economic activity. Nevertheless, we continue to believe that the U.S. economy is likely to expand modestly because other…
Many investors are worried that the economy is headed for a double-dip recession and believe the Fed is powerless to prevent it. We disagree. In fact, Fed Chairman…
Many investors are increasingly worried about deflation. We continue to believe that modest inflation, not deflation, is the most likely scenario going forward. Nevertheless, it may be useful…
The first half of 2010 was mired with inconsistencies. The markets rallied to new recovery highs only to fall back to fourth quarter levels as uncertainly about the…
Fundamentals and investor emotions are the two primary drivers of market performance. At times, emotions dominate short-term market performance, while fundamentals drive the market's longer term direction. We…
The US economic rebound has been relatively modest, in contrast with previous recoveries from deep recessions. Although the initial stage of recovery was sparked by a new mix…
The debt crisis in Europe and ensuing sell-off in risk assets in the second quarter have raised fears that the global economy could slip back into recession. We…
It seems these days that half the headlines in the financial media fear a double-dip recession, as do half the conversations on Wall Street. There certainly are risks,…
Simon Baker and King Lip, of Baker Avenue Asset Management, were recently interviewed by CNBC regarding their All Cap Core strategy. The central premise of the buy and…
Avatar believes the recent market decline appears to be caused by an identifiable slowdown in global growth, and further deterioration in the quality of sovereign debt. But against…
Although the domestic economy has returned to growth, Roosevelt believes the recovery is going through a fragile period. With uncertainty in the market they think companies with sustainable…
Many observers continued to express concerns about the possibility of a double-dip recession that could derail the current bull market. True double-dip recessions are very rare, and would…
Recessions are often followed by significant changes in economic growth dynamics. Today, the housing sector is taking a backseat, while manufacturing production steams ahead. We think these trends…
In this report, Bob Doll, BlackRock's Chief Equity Strategist for Fundamental Equities and head of the US Large Cap Series equity team, makes a threefold case for why…
Investors continue to worry that the global economy is slowing down after a year of recovery from recession. However, the economic data still looks much better than it…
North Korea, oil spills, flash crash, Spanish banks, Thai riots, Germany's expanded naked selling ban, financial reforms, a 15% correction in a short period - am I forgetting…
Financial market volatility has increased over the past several weeks amid growing investor concern over happenings in Europe, the prospect of increased financial market regulation in the United…
The continued improvement in the U.S. economy has reached several important mileposts. GDP in current dollars (i.e., including inflation) has now exceeded the highest prior level, reached in…
Our Market Sentiment indicator turned negative today, 13 months since our Market Sentiment indicator turned positive in April 2009. As such, we will move from our current cash…
Astor Asset Management's latest commentary takes a look at the past decade and discusses several topics to put today's world into perspective. After describing where we are now,…
Cash surpluses and low interest rates are factors that may portend an increase in merger and acquisition activity, which could bolster the sentiment that ample value exists within…
In the quarter just ended, the U.S. stock market, using the S&P500 index as a proxy, has provided about half the total return we forecast for all of…
First Trust sees the Fed raising the Fed Funds rate during the third quarter of 2010, finishing the year at 0.75%. They were surprised that the Fed did…
As the Credit Crisis unfolded over the past two years, banks made headlines by reporting unprecedented losses. Some of the most prominent financial institutions collapsed or teetered on…
Now that spring has arrived, kids are excited about visiting their local amusement parks to ride their favorite roller coasters. With the recent gains in the stock market,…
Not to sound like a broken record, but the economy and the markets are playing out pretty much as we have been forecasting for the better part of…
Exports are poised to play a much bigger role than ever before in fueling the US economic recovery. With a wide range of US manufacturing industries generating more…
Federated believes we are coming out of a 25 year period where the interest of investors was fixated on rising stock prices, and away from the cash component…
Lord Abbett believes the recovery continues to gain momentum and small cap stocks will persist in providing the market leadership. Coming out of recessions, Lord Abbett’s research has…
BlackRock believes that economic growth should continue to improve, which should lead to a boost in consumer confidence. Recently there has been an increase in corporate share buy-backs…
Federated continues to see improvements in employment, housing, inventories, and consumer spending. Federated sees the result of these indicators as better than expected GDP growth over the next…
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…
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…
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…
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…
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,…
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…
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…
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…
Neuberger is optimistic about stocks heading into 2010. They believe that the stabilization of the consumer, the impact of the economic stimulus, and rebuilding of inventories will benefit…
As a value manager, Clover believes it is important to know when your investment positioning is in line with the consensus market and economic views, and when it…
Cambiar believes that the ongoing global recovery, combined with strong fiscal and monetary support, should continue to provide a solid backdrop for stocks. Cambiar believes that economic growth…
Ashfield believes the economic recovery is continuing and the final pieces for a sustainable expansion, both small business confidence and employment gains, should be in place during the…
Roosevelt believes that the market may be reaching a temporary state of tiredness. The quarterly earnings that have come so far have been great, but equities have failed…
Wentworth believes that the coming year should provide a favorable environment for the equity market. A recovering U.S. and global economy, a large jump in productivity, low interest…
Estabrook envisions further advancement for the stock market over the next year, but the volatility will be a bit more erratic, and the overall gains not as large…
BlackRock believes that the U.S. economy should continue to show growth for the coming year. The markets should continue to move upward, but not at the powerful advance…
Lazard believes the fundamentals for the emerging markets equity class are as good as they have been since the 1970’s. Compared to the industrialized world, their financial systems…
Baker Avenue believes the changing economic and market conditions as we move forward will best be suited for a strategic tactical approach to building wealth and managing risk.…
The U.S. and global economies continue to stabilize and gain strength and momentum. Low inflation, stabilization in the unemployment rate, a turnaround in the housing market, and the…
Economic conditions for investors have continued to improve during the last quarter, and for all of 2009, and Lazard believes that the quarters and years ahead will provide…
Most of us have heard the sayings “as goes the week, so goes the year” and “as goes the month, so goes the year,” referring to the first…
The role of the Federal Reserve during the past year and a half is dissected in this commentary from Eagle. The Fed has stepped out of its traditional…
Hillman continues to believe that the U.S. economy is favorably trending to a position of stability. Positive consumer activity, welcoming trends in unemployment, the direction of credit standards,…
Despite the upwards move the market has made this past year, Lateef believes that there is still opportunities to be found in equities. A number of different factors…
Federated believes the economy is sitting in a good position and is looking for the market to make its next move up. They believe upwards earnings surprises and…
Calamos offers their views on the past year and where things are headed as we step into 2010. They believe the economy is in a recovery phase, and…
The current bull market is now about 10 months old, and the average cyclical bull market usually lasts around 2 years. Churchill has analyzed past trends and they…
The current economic environment is providing prime conditions for mergers and acquisitions, and Roosevelt believes the elements are in place for this to continue. Currently Fortune 1000 companies…
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