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Money manager Roosevelt Investments is out with their February market commentary. "As we perform our daily check of Roosevelt's "risk dashboard" that keeps us informed of significant factors that we can measure, it is clear that investors are generally feeling positive about the market's tenor and perhaps even a bit complacent. Other than a temporary spike in various metrics relating to the situation in Egypt, most of our risk indicators are at low levels."
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Money manager Roosevelt Investments believes the second round of the Fed's quantitative easing program has so far been a success, having boosted stock prices significantly since the program was first announced. Economic data from the past quarter indicate an accelerating but still uneven economy, with jobs growth a persistent sore spot in an otherwise improving environment. They believe that "don't fight the Fed" continues to be a good strategy and have positioned their portfolio accordingly as we enter 2011.
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Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be full of uncertainties but one thing seems likely: the demand for goods and services in the developing world will grow at an unprecedented rate as the emerging middle class rapidly expands over the next couple of decades.
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Posted by Valerie De Vol on 12/15/10 3:12 pm
Money manager Roosevelt Investments reviews the positive economic developments over the last 30 days and their "biggest concerns" list. Domestic issues for the most part are positive with overseas items dominating the list of concerns. In regards to their portfolios, Roosevelt generally maintains positions that benefit from the pro-inflationary efforts of the Fed, growth in emerging markets, and demand for commodities.
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Roosevelt Investments continues to believe that in the coming months the economy will grow at a slow, plodding rate, below what is likely to be needed for meaningful job creation but on balance providing an environment which is positive for capital markets.
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Posted by Thomas Wilson on 10/18/10 3:22 pm
This economic cycle is different from previous cycles in many ways. However, one of the biggest differences is the United States is not leading the global economic recovery; Asia is. Stronger growth overseas helps lift the American economy out of recession, but it also makes the U.S. recovery more dependent on the performance of other economies.
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The gold market continues to move higher, hitting new record highs. However, gold prices, adjusted for inflation, are not at a record high. The last time inflation-adjusted gold prices were this high and rising was in the late 1970s when investors were pessimistic about economic prospects. There are many parallels between that period and today.
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Stocks may rise further after reaching eight-month highs, according to followers of the century-old Dow Theory. As the Dow average climbed to the highest level since Nov. 5 yesterday, the Dow Jones Transportation Average broke through a May peak as it surged to the best level in six months. Dow Theory says that when the measure for transport companies and the Dow Average both post new highs, equities are likely to gain. Dow Theory is named for the developer of Dow Jones averages, Charles H. Dow, who died in 1902. Both gauges reaching new highs are considered a sign of strength in the U.S. economy, under the assumption that when companies are expanding, they ship more goods.
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Navellier remains optimistic about the long term prospects for the U.S. economy. Although there are problems with consumer confidence and unemployment, easy year-over-year earnings comparisons and positive economic headlines should help the overall stock market.
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Our view is unchanged that the economy will experience below-trend growth for the intermediate term, but we have changed our view somewhat on the shape of the recovery, to a square root “√”shape from an L-shape. This implies that while many of the economic indicators may well bounce back significantly from their lows, the below-trend growth aspect will persist after the bounce for reasons that are painfully obvious (housing, unemployment, under-utilization of manufacturing capacity, etc.).
Roosevelt Investment Management has been one of the top ten researched money managers this past month as counted by research requests in WrapManager’s Money Manager Directory.
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