Money Manager Research: Money manager articles and resources to help you manage your wealth and retirement.

Gabriel F. Burczyk

Preparing for Better Days - Wells Fargo's 2012 Outlook
Posted by Gabriel F. Burczyk on 12/19/11 10:02 am

Wells Fargo's Investment Strategy Committee is out with their 2012 economic and market outlook. Broken down into four concise and easy to read sections, the Chief Strategists for…

Windhaven Misses Its 12-Month Benchmarks Again but Still Hits Asset-Gathering Mark
Posted by Gabriel F. Burczyk on 12/14/11 8:59 am

RIABiz, an online publication geared towards financial advisors, recently reported on money manager Windhaven Investment Management's year to date performance and asset growth. "Since Charles Schwab & Co.…

Progress in Europe Lifts Sentiment - BlackRock
Posted by Gabriel F. Burczyk on 12/13/11 3:15 pm

Chief Equity Strategist at BlackRock, Bob Doll, shares his thoughts on the latest European summit and what it means for the investing world. "Looking ahead, we can identify…

Record Setting Earnings, Growth and Surprises - JP Morgan
Posted by Gabriel F. Burczyk on 11/17/11 10:46 am

Market Strategist Joseph Tanious discusses the current earnings season and outlook for the equity markets. In particular, he will examine the record-setting earnings per share, earnings growth and…

Choppy Markets Continue - Churchill Management Group
Posted by Gabriel F. Burczyk on 11/4/11 3:19 pm

Churchill Management Group’s latest commentary focuses on the market rallies and weak technical indicators. “It continues to appear we are in that choppy period.  The risk of being…

U.S.-China Trade: More Than a Game of Chicken
Posted by Gabriel F. Burczyk on 11/1/11 3:07 pm

Lord Abbett's Milton Ezrati discusses U.S.-China trade relations and the potential for Congress to label China as a "currency manipulator." "If Congress can label China a "currency manipulator,"…

Federated's Third Quarter 2011 Performance Review
Posted by Gabriel F. Burczyk on 10/11/11 8:24 am

Federated's Strategic Value Dividend strategy outperformed both the S&P 500 and the Dow Jones Select Dividend Index in the Third Quarter 2011. It continues to provide investors with…

Understanding the Situation in Europe – JP Morgan
Posted by Gabriel F. Burczyk on 9/30/11 12:34 pm

In one of the most informative pieces about the situation in Europe, JP Morgan Asset Management does an excellent job examining the history of the Euro and Eurozone…

Europe's Confidence Game - Lord Abbett
Posted by Gabriel F. Burczyk on 9/26/11 9:31 am

For an in depth and concise explanation of the European sovereign debt issues, check out Lord Abbett's latest commentary. "Of the three big issues dragging markets up and…

Will September Be Like August? - Navellier
Posted by Gabriel F. Burczyk on 9/7/11 9:21 am

Louis Navellier of money manager Navellier & Associates examines the latest jobs report, the uncertainty surrounding the Fed, and the troubles in Europe. "Overall, the August payroll report…

"Fear Itself" - Federated Investors
Posted by Gabriel F. Burczyk on 8/17/11 10:40 am

Stephen Auth, Chief Investment Officer at money manager Federated Investors, works his way through the various fears given as the cause of the current swoon in the markets.…

Secular Bear Market Until After 2012 Election - Churchill
Posted by Gabriel F. Burczyk on 8/16/11 8:52 am

Churchill Management Group explains why they believe we are most likely in a bear market and how they plan to position themselves accordingly. "We continue to believe that…

Despite Recent Darkness, Long-Term Picture Brighter for Equities - BlackRock
Posted by Gabriel F. Burczyk on 8/10/11 8:31 am

Bob Doll, Chief Equity Strategist at money manager BlackRock shares his thoughts about the recent market volatility. "Equity markets have experienced extreme volatility recently, particularly on Monday, August…

Catastrophe Narrowly Averted! Navellier & Associates
Posted by Gabriel F. Burczyk on 8/2/11 1:53 pm

Money manager Louis Navellier looks at the debt ceiling resolution, Europe, and the weak US growth in the first half of 2011. "The market fell 4% last week…

Muni Bond Outflows Give Way to Inflows - BlackRock
Posted by Gabriel F. Burczyk on 7/19/11 12:26 pm

BlackRock's Municipal Bond Management Committee reviews recent developments in the muni bond market. "We maintain a neutral view for the market, but with a bias toward greater risk…

Watch the Dollar to Snare US and International Investment Opportunities - Wells Fargo
Posted by Gabriel F. Burczyk on 7/11/11 9:14 am

Wells Fargo is out with their weekly commentary, focusing on the US dollar as a "thermometer" for the markets. "The US dollar, a key indicator for finding international…

Will Japan's Crisis Force Long-Term Reform? - Lord Abbett
Posted by Gabriel F. Burczyk on 6/30/11 2:31 pm

Lord Abbett's Senior Economist Milton Ezrati writes an excellent and in depth piece focusing on Japan, its current situation and prospects for the future. "Japan still plays a…

Churchill Management Group - This Is a Very Normal Correction
Posted by Gabriel F. Burczyk on 6/22/11 8:25 am

Money manager Churchill Management Group reviews the current market correction and their top-down indicators, which remain mostly bullish. The history of the unwinding of a secular bear market…

Market Correction Presents Potential Buying Opportunity - BlackRock
Posted by Gabriel F. Burczyk on 6/16/11 6:55 am

Money manager BlackRock suggests the current market could present buying opportunities, but cautions that volatility levels will likely remain elevated. "The combination of still-strong corporate earnings and a…

Dancing on the Debt Ceiling - Lord Abbett
Posted by Gabriel F. Burczyk on 6/6/11 12:34 pm

Money manager Lord Abbett compares the reaction of the market to the reaction of the media in the ongoing debt ceiling issue. "Market opinion, though neither Democrat nor…

Janus Investment Team Update
Posted by Gabriel F. Burczyk on 5/16/11 1:12 pm

On May 12th, 2011 Janus announced that David Decker, portfolio manager for the Janus Opportunistic Alpha and other strategies, will be leaving Janus after 19 years with the…

Dangers of Chasing Past Performance
Posted by Gabriel F. Burczyk on 5/12/11 10:25 am

Don’t Make This Mistake! Don’t make the same mistake so many investors do by focusing too much on recent past performance. This short-term thinking can derail long-term financial…

Important Perspectives on Inflation - Lord Abbett
Posted by Gabriel F. Burczyk on 5/2/11 2:05 pm

Money Manager Lord Abbett slices and dices the inflation story in their May commentary. Concern about inflation these days seems to travel along two separate avenues. On the…

JP Morgan's Guide to the Markets - Encouraging Economic Trends
Posted by Gabriel F. Burczyk on 4/21/11 10:03 am

We are happy to present JP Morgan’s Second Quarter Update and Outlook “Out of Recession, But Out of Sync”, narrated by their Chief Marketing Strategist David Kelly, CFA.…

Outlook for Japan, After the Earthquake -  Wells Fargo
Posted by Gabriel F. Burczyk on 3/17/11 9:52 am

"It is too soon to know the extent of the damage to Japan's infrastructure and the time needed for the economy to rebound. Without more information, it is…

Northern Trust On Government Spending Cuts and Higher Energy Prices
Posted by Gabriel F. Burczyk on 3/3/11 9:07 am

Northern Trust's Chief Economist Paul Kasriel explains why a cut in government spending in itself may not trigger credit creation and a broad increase in spending by nongovernmental…

Wells Fargo on Egypt - Event Risk Returns
Posted by Gabriel F. Burczyk on 1/31/11 10:57 am

Wells Fargo is out with their weekly commentary - "Just when investors were feeling better about the equity markets, the turmoil in Egypt reminds us that unexpected events…

Churchill Management Group's 2011 Market Outlook
Posted by Gabriel F. Burczyk on 1/21/11 7:58 am

Money manager Churchill Management Group believes that there is likely to be at least one more severe Cyclical Bear Market in the future before this tough economic Secular…

BlackRock’s Market and Economic Predictions 2011
Posted by Gabriel F. Burczyk on 1/4/11 8:02 am

Bob Doll, Chief Equity Strategist for money manager BlackRock shares their predictions for 2011. They expect to see continued improvement in US economic growth, especially the quality of…


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