ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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Market Commentaries

Firm Name Author Title
Neuberger Berman Neuberger Berman Asset Allocation Committee Equity Outlook Fourth Quarter 2015
Charles Schwab Liz Ann Sonders Under Pressure: Earnings Recession Warning; Economic Recession Watch
Euro Pacific Capital Peter Schiff Failure to Launch
Raymond James Scott Brown Employment, GDP, and the Fed
PIMCO Joachim Fels Money Glut: More to Come, Still Effective
AllianceBernstein Scott DiMaggio, Alison Martier Global Bonds: To Hedge or Not to Hedge?
GaveKal Capital Eric Busch US Corporate Bond Spreads Continue To Widen
Calamos Investments Nick Niziolek Green Shoots in China?
Nuveen Asset Management Robert Doll Key Themes for the Fourth Quarter and 2016
The Forecasting Advisor Robert Lamy U.S. Economic Growth Slowed Sharply in 2015 Q3
Brouwer & Janachowski Christian Thwaites Jobs Down, Bonds Up
Hale Stewart Hale Stewart US Bond Market Week in Review; Did the Window Close, Edition?
First Trust Advisors Brian Wesbury, Robert Stein The Bull Market Still Lives
Milliman Financial Risk Management Joe Becker, Adam Schenck, Jeff Greco September 2015 Market Commentary
Invesco Blog William Yuen An All-Market Approach to Investing in China
Hussman Funds John Hussman A Growing Risk of Recession
AllianceBernstein Hayden Briscoe China: Policy and Fundamentals Converge
ProVise Management Group Team Provise Bullets
Hale Stewart Hale Stewart US Equity and Economic Review For Sep. 28-Oct 2; The Bull Needs Stronger Earnings, Edition
Larkin Point Investment Advisors LLC Michael Breitenbach Describing Liquid Alts: Multi-Alternative
Mauldin Economics John Mauldin Recession Watch
Blackstone Byron Wien Better Times are Ahead
Northern Trust Carl Tannenbaum The U.S. Starts a Challenging Fiscal Year
U.S. Global Investors Frank Holmes The 10 Most Competitive Countries in the World
Hale Stewart Urban Carmel International Economic Week in Review for Sept. 28-Oct.2; Japan Flashing Yellow, Edition
Project Syndicate Joseph Stiglitz The Trans-Pacific Free-Trade Charade
Matthews Asia Sharat Shroff Postcard from Huallywood
Arete Asset Management David Robertson Upgrade Your Investment Approach and Put Some Fears to Rest
WaveFront Capital Management Team China Looks to the US for Chinese Equity Strategy, WaveFront Capital Landmark Partnership
F.A.S.T. Graphs Chuck Carnevale Designing a Dividend Growth Portfolio for a Specific Retirement Yield Objective: Part 1
Absolute Return Partners Niels Jensen The Real Burden of Low Interest Rates
Streettalk Live Lance Roberts The 80/20 Rule Is Crushing The Economy
Research Affiliates Chris Brightman, Vitali Kalesnik, Mark Clements Are Buybacks an Oasis or a Mirage?
Project Syndicate Nouriel Roubini The Middle East Meltdown and Global Risk
Neuberger Berman Investment Strategy Group Master Limited Partnerships: Where To Next?
AllianceBernstein Josh Lisser, Ben Sklar When Markets Get Volatile, You’ve Got Options
U.S. Global Investors Frank Holmes India Issues Its First Sovereign Gold Coin… to Curb Gold Imports October 1, 2015
GaveKal Capital Eric Bush World CPI Proxy Breaks Below 1%
The Royce Funds Chuck Royce, Francis Gannon Recent Volatility Signals a Market in Transition
LPL Financial Burt White It Ain't Over 'Til It's Over
Russell Investments Sam Ushio Standing Out in a Crowd: The Advisor Difference
Clark Capital Management Group Patty Quinn McAuley How Income Planning Can Help Clients Navigate the Future
AdvisorShares Roger Nusbaum Say Goodbye To The 4% Rule?
BlackRock Russ Koesterich Have Commodities Bottomed?
PIMCO Adam Bowe, Isaac Meng, Tadashi Kakuchi A Fragile Transition Supported by (Further) Policy Accommodation
GaveKal Capital Bryce Coward Small, but Noticeable Divergence Opening Up Between EM and DM
AllianceBernstein Sammy Suzuki Investments that Pay when Korean Workaholics Play
Raymond James Jeffrey Saut Faint or Feint?!
BlackRock Russ Koesterich How to Deal With Continued Volatility
AllianceBernstein Marc Gamsin, Greg Outcalt Choose Wisely: Six Tips for Selecting Alternative Managers