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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 spreading pain around the world in so many different ways that the catalogue has reached ungainly proportions. The panic from the risk of default and the possible dismantling of the euro has gained the headlines and depressed most asset prices across the globe. The austerity measures, seemingly demanded by the situation and certainly by the European Union (EU) and the European Central Bank (ECB), have clearly set Europe on a recessionary path that threatens the pace of global growth."
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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. acquired it a year ago, the Boston-based money manager's assets have surged 77% - to $8 billion from $4.5 billion."
Windhaven's "three portfolios underperformed their benchmarks for the 12-month period ended October 31, but the company is raking in assets despite the relatively low returns."
WrapManager has repeatedly advised against chasing recent past performance. Investors are often attracted to the latest 'hot' manager and the associated recent returns. Click here to download our report about the dangers of chasing past performance. We illustrate these dangers using Churchill Management Group’s performance as an example.
"Windhaven's portfolios," as the article continues, "comprising primarily exchange-traded funds, are built to help investors weather bad markets by lessening their risk while often not generating quite as much return in an up market."
"The three strategies are performing as expected, over the long term - which is what they are designed to do," says Bryan Olson, president of Windhaven.
"While the long-term growth is strong, Olson concedes that these funds typically do better in a down market but won't perform as well in an up-tick." This can be seen during the market turmoil of 2008.
To learn more about Windhaven, their strategies, and Windhaven's performance, simply click here and request the information you would like.
Source: RIABiz
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Money manager ClearBridge advisors notified clients on December 1st, 2011 of CEO Peter Sundman's departure. Part of the reason behind the departure is cost, although other details were not available. Any material impact on the investment teams at ClearBridge seems unlikely as the investment teams and Chief Investment Officer remain in place.
The position will not be filled with a replacement and instead the CEO responsibilities will be consolidated with those of ClearBridge President Terrence Murphy. Murphy served as the Chief Operating Officer at ClearBridge since 2006 and was promoted to President in 2011. Prior to his work at ClearBridge, he was part of the Citigroup Asset Management team holding positions as director of planning and analysis and chief financial officer.
Source: Morningstar Advisors
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In their December commentary, Roosevelt Investments provides their insight on the latest sovereign debt developments out of Europe. "On the last day of the month, the U.S. Federal Reserve, the ECB, and four other major central banks initiated a coordinated action by which emergency funds were made available at low rates of interest. Such coordinated actions are rare but send an important signal that the Fed and its counterparts have tools that they are willing to use in order to address and contain what may have been an emerging liquidity crisis faced by banks, particularly those in Europe."
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Posted by Thomas Wilson on 12/13/11 3:19 pm
Louis Navellier's weekly commentary focuses on the latest news out of Europe and what to expect moving forward. The sharp rise in US consumer sentiment is also examined. "The euro-zone's woes took center stage again last week as the continent tried to revive its original (strict) debt quotas. Since most key members agreed to act "more like Germany," stocks rose sharply on Friday to close the week up 1%. Otherwise, we seem to be in holiday trading mode now. That means light volume and an early "January Effect," fueling a year-end stock rally."
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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 some reasons for further optimism, particularly in terms of how resilient the US economy has been. As has been the case for many months now, the Eurozone crisis remains the key wildcard, but we may be beginning to see a clearer endgame."
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Roosevelt Investments' November market commentary reviews recent developments in the market and global economies and highlights where Roosevelt sees the market in the coming months. "With Europe working toward a resolution of the Greek debt crisis, U.S. data coming in fairly strong, and the Fed indicating that it would take proactive measures to jumpstart the economy if necessary, we reduced our hedges, which allowed us to take part in October's market rally. However, concerns loom about Italian debt and U.S. efforts at deficit reduction, keeping us on high alert."
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With the dramatic events in Europe over the last few days, Louis Navellier is out with a special market update describing what's going on. "What is killing Greece and Italy is that their cumulative budget deficits are larger than the U.S. relative to GDP. When interest rates were low, both Greece and Italy could manage their interest burdens, but now that both countries are characterized by soaring interest rates, they have hit their respective breaking points."
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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 whipsawed during short-term rallies is high, so we will want to proceed with caution to ensure that the table is set for a sustainable run that will have legs and not just one that is bouncing around within a trading range.”
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Posted by Thomas Wilson on 11/3/11 3:17 pm
Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The market was hit in the third quarter by a triple play that began with lower estimates of domestic growth, followed by the financial crisis in Europe and, most recently, growth forecasts slowing in China. We believe the lower estimates in domestic growth and associated financial issues already have been discounted in the current pricing environment."
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