Home > Tags > Federated Investors, Inc
Tags
23 posts tagged with "Federated Investors, Inc"
Page 2 of 3 pages < 1 2 3 >
Posted by Thomas Wilson on 8/3/10 2:59 am
A month ago, we described the soft patch our economy was encountering as the pause that refreshes. Though clearly the numbers on everything from manufacturing and housing to consumer spending and employment have continued to be choppy, we still think that view is valid and that the preponderance of evidence argues against a double dip. The typical recession indicators just aren't there.
Download the Latest Commentary here
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
Posted by Valerie De Vol on 6/29/10 8:32 am
Don't be surprised if you see investors storming their local pharmacies in search of relief this weekend, having manically bounced from suicidal tendencies to euphoria and back to fits of depression over the past two months, their mood swings incrementally triggered by the latest news headline or economic data point.
Download the Latest Federated Commentary here
Get Free Research Reports On Federated Investors
Sign up for email updates from Money Manager Research.
Posted by Thomas Wilson on 6/11/10 12:01 pm
Federated continues to view the telecom sector as an important portion of the overall All Cap Value strategy. Currently the cash dividend on the SP500 is around 2 percent, whereas the telecom holdings in the portfolio have dividends that range from 5 to 10 percent. Dividend growth is also another significant factor of overall return, and Federated believes their telecom positions will hopefully follow the example of Verizon and raise their respective dividend amounts this year.
Download the Federated Investors Strategy Newsletter here
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
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 anything? Before the mid-week rally, the market was at its deepest oversold condition since its March '09 lows on all the above-mentioned worries. This really isn't all that unusual. Morgan Stanley says a study of 19 cyclical bulls within secular bear markets saw a 25% correction after an initial rally of 71% off their cycle lows. Might this be a refreshing correction before a year-end rally? Interestingly, RBC cites a 100-year study with a 4-year cycle reset, which would indicate potential cycle lows toward the end of Q3 and early Q4. That would be good.
Download Federated's Commentary here
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
For most investors, as we approach the long Memorial Day weekend that marks summer's unofficial start, the month of May can't end soon enough. From the "flash crash" the first week of the month, to rampant investor concerns about European sovereign debt, the potential for slowing Chinese growth, the escalation of military tensions in the Korean peninsula, the massive crude oil spill in the Gulf of Mexico, and a mixed bag of key economic metrics here in the U.S., the SP500 suffered its worst May point drop in history, and its worst May percentage decline since 1962.
Download Federated's Commentary here
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
Largely on the strength of a surge in the sale of building materials and a steady rise in the sale of both autos and gasoline, the Commerce Department reported that nominal retail sales climbed for the seventh consecutive month in April by a stronger-than-expected 0.4%. Importantly, already-robust March results were revised sharply higher, to a headline gain of 2.1%, matching the single strongest retail-sales month since January 2006.
Download Federated's Commentary here
Get Free Research Reports On Federated Investors
Sign up for email updates from Money Manager Research.
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 a year. A traditional cyclical recovery has taken hold, putting equities on a plodding upward course, driven by rising corporate profits, strengthening economic fundamentals and attractive valuations relative to bonds. At 60% stocks, our benchmark moderate growth allocation model is at a healthy 8% equity overweight relative to bonds - 80% of our maximum overweight - and we recently raised out 12-month price target on the S&P 500 to 1,350 from 1,300.
Download Complete Federated Commentary
Get Free Research Reports On Federated Investors
Sign up for email updates from Money Manager Research.
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 of equities. Due to the recent economic and financial environment, Federated thinks that an increasing amount of investors will start seeking a better cash return on their investments, and that dividend strategies will do well as companies start to become more dividend oriented.
Download the Federated Investors commentary
Get Free Research Reports On Federated Investors
Sign up for email updates from Money Manager Research.
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 examples that are contributing to this strength. Corporate profits over the last two quarters have shown the largest rebound since World War II, and Federated believes that businesses will be a big catalyst for growth going forward.
Download the Federated Investors market commentary
Get Free Research Reports On Federated Investors
Sign up for email updates from Money Manager Research.
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 and Daniel Peris, the portfolio managers of the large cap value approach. The report discusses the recent performance and the discipline behind the investment choices.
Download the analyst report
Get Free Research Reports On Federated Investors, Inc.
Sign up for email updates from Money Manager Research.
Page 2 of 3 pages < 1 2 3 >
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.
