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27 posts tagged with "Money Manager Report" Page 2 of 3 pages  <  1 2 3 >

Alliance Bernstein - Capital Markets Outlook, Winter 2009

Posted by Gabriel F. Burczyk on 2/24/10 11:37 am

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 continuing to bolster the rebound, consumption continuing to improve, the trend in global manufacturing is positive, and the weak dollar is doing its job and rebalancing capital flows and trade.

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Fred Alger - 2010 Market Outlook

Posted by Gabriel F. Burczyk on 2/23/10 2:33 pm

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 in GDP and other economic indicators should continue to show improvements. Fred Alger believes that even as countries begin to pull back on their stimulus measures, the overall amount in the global system will continue to stimulate corporate and consumer activity.

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Neuberger Berman - Investment Quarterly, February 2010

Posted by Gabriel F. Burczyk on 2/19/10 11:47 am

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 corporations and increase their earnings power. Going forward Neuberger believes that there will be a change to the stocks that get rewarded, and the shift will be from higher beta stocks to those with strong fundamentals.

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Clover Capital Management - Seeking Consensus, January 2010 Market Commentary

Posted by Gabriel F. Burczyk on 2/18/10 11:38 am

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 is not. Clover believes that staying with the crowd will ultimately bring despair, and that it is important to depart from the mainstream and implement a contrarian view in an investment formula.

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Macquarie Allegiance Capital - January 2010 Market Commentary

Posted by Joseph Wombacher on 2/16/10 11:05 am

The macroeconomic indicators are rebounding with the continued help of easy global monetary and fiscal stimulus. Macquarie believes this trend should continue as the FED maintains their stance on low interest rates for the foreseeable future.

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Atalanta Sosnoff Capital - Fourth Quarter 2009 Update and Outlook for 2010

Posted by Joseph Wombacher on 2/12/10 12:09 pm

Atalanta Sosnoff believes that the current consensus among analysts for the economy and the market is too pessimistic. They believe there will be positive employment in the coming months which will be a catalyst for consumer spending, home buying, and automobile demand. Corporate profit margins will continue to move higher, inflation and interest rates will continue to stay low, and Atalanta Sosnoff believes equities should outperform 10 year Treasuries, corporate bonds, gold and oil.

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Cambiar Investors - Fourth Quarter 2009 Recap and 2010 Outlook

Posted by Gabriel F. Burczyk on 2/11/10 11:02 am

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 may show a surprise to the upside, with corporate revenues and earnings being the main driver.

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Wentworth, Hauser and Violich - Market Review and Outlook

Posted by Gabriel F. Burczyk on 2/4/10 11:49 am

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 rates, and an increase in corporate profits are all factors that will help contribute.

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BlackRock, Inc. - 2010 Market Outlook

Posted by Gabriel F. Burczyk on 2/2/10 12:51 pm

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 that was seen in 2009. The amount of cash still on the sidelines, reasonable equity valuations, and an improving outlook for corporate earnings, should all help provide market support.

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Lazard Asset Management - Emerging Markets Outlook

Posted by Gabriel F. Burczyk on 1/29/10 2:27 pm

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 are not overleveraged, and their consumers have more room to spend. Although emerging markets have risen quite substantially since the market bottom in early 2009, Lazard is still optimistic on the outlook for future growth.

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