Seton McAndrews
Roosevelt Investments' latest Take Five commentary explains their macro economic analysis, equity markets perspective, and portfolio considerations. "Earlier this year, the European Central Bank (ECB) implemented a second…
Louis Navellier looks at oil prices and the elections in Greece and France, and what it all means for the markets. "The S&P 500 fell 1.1% last week.…
WHV Investments (Wentworth Hauser & Violich) is out with their first quarter commentary. They discuss the global markets, the various holdings of their International Equity portfolio, and how…
Eagle Asset Management is out with their first quarter 2012 commentary for their Small Cap Growth and Mid Cap Growth portfolio strategies. "We believe the European crisis interrupted…
Federated Investors is out with their Strategic Value Dividend portfolio first quarter commentary. The strategy's performance, dividend yield, and composition is discussed along with a general market review.…
Roosevelt Investors' first quarter commentary explains why they are optimistic towards the markets moving forward. However, three potential impediments to this optimism are discussed as well. "We believe…
This week's commentary from Wells Fargo examines the upcoming earnings season and expectations for operating margins. "Corporations are starting to report first quarter 2012 profits, and analysts are…
Louis Navellier's commentary this week focuses on the latest jobs report, the growth of India and China, and the possibility of QE3. "The silver lining in the jobs…
Wells Fargo's weekly commentary addresses the likelihood of rising oil prices materially hurting the economy and stock market. "Many investors are worried that rising oil prices will dampen…
Louis Navellier looks at why headlines labeled the market's latest performance as the worst week in 2012. "Headlines proclaimed the "worst week" of 2012 - but they were…
Louis Navellier's mid-March commentary examines the Fed's interest rate policy for the next few years and its affect on inflation. Reasons for the latest market rally are also…
Lord Abbett's weekly commentary analyzes the situation in the Middle East and it's potential impact on the US economic recovery. "Right now the situation in the Persian Gulf…
Wells Fargo's Chief Macro Strategist Gary Thayer explains their thoughts on the stock market, economy, fixed income and more. "The U.S. stock market has had its best two…
Wells Fargo's Chief Macro Strategist, Gary Thayer, believes the U.S. economy and the stock market are unlikely to be as impacted from rising oil prices compared to last…
Milton Ezrati, Senior Economist and Market Strategist at Lord Abbett takes an in-depth look at housing market recovery and what it can offer to the ongoing economic recovery.…
Gary Thayer, Chief Macro Strategist at Wells Fargo, examines the cash on the sidelines story and what it would take for some of it to flow into the…
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…
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…
John and Nick Calamos have released their latest commentary reviewing 2011 and looking forward to 2012. They analyze the changes that have taken place in the world and…
For a better understanding of how the problems in Europe affect other countries around the globe, take a few minutes to read Lord Abbett's latest commentary. "Europe is…
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