Refine Search

Search Results

Results 6,851–6,900 of 10,163 found.

On My Radar: Morningstar ETF Conference – Best Ideas, Part II
by Steve Blumenthal of CMG Capital Management Group, 9/26/16
Last week, I shared some of my notes from the recent Morningstar ETF Conference. I received a number of positive responses. It really helps me to go back through my notes, reflect on what I wrote and summarize it in On My Radar.

Structural Growth and Dope Dealers on Speed-Dial
by John Hussman of Hussman Funds, 9/25/16
Ironically, investors have been slow to recognize the implications of declining structural growth precisely because of the opium-like qualities of the Federal Reserve policies that are responsible for it.

The Case for Natural Resource Equities
by Frank Holmes of U.S. Global Investors, 9/24/16
In the opinion of Lucas White and Jeremy Grantham, “prices of many commodities will rise in the decades to come due to growing demand and the finite supply of cheap resources,” presenting an attractive investment opportunity. Over the long-term, resource stocks have traded at a discount and outperformed their underlining metals and energy by a wide margin.

Flowers Foods a High-Yield Risk Worth Taking
by Chuck Carnevale of F.A.S.T. Graphs, 9/23/16
There are certain times when being a value investor also implies taking a contrarian approach. However, the terms “value investor” and “contrarian investor” are not always synonymous.

EM Earnings: Beginning to Emerge
by Burt White of LPL Financial, 9/22/16
By nature, emerging markets (EM) have greater risks, but they also have attractive attributes relative to developed foreign markets. For most markets, earnings have been stagnant while valuations—what investors are willing to pay for those earnings—have increased.

Groupthink in the Death Zone
by Cole Smead of Smead Capital Management, 9/22/16
The problem with the narrowness of the broad indexes is that investors have been willing to pay nose-bleed multiples on certain stocks today. This risk in equities reaches a certain level that we feel is comparable to the risk of climbing Everest above the 8,000-meter altitude. This height is referred to as the “Death Zone.”

EM Game Changers: From Copycats to Top Dogs
by Sammy Suzuki of AllianceBernstein, 9/21/16
In this new era of emerging-market (EM) investing, some of the brightest opportunities can be found among market followers rather than market leaders—that is, companies that are often dismissed by developed-world investors as mere “copycats.”

Flagging Demand Growth and Resilient Supply Delay Oil Market Rebalancing
by Charles Wilson, Charles Roth of Thornburg Investment Management, 9/21/16
Oil bulls, beware. Sharp declines in demand growth and stubborn increases in supply mean another deferral of the long-awaited equilibrium in oil market dynamics.

U.S Economy Remains Vulnerable
by Dwaine Van Vuuren of RecessionALERT.com, 9/21/16
It is interesting to see the recent re-appearance of articles relating to flashing warning signals of recession.

On My Radar: Best Ideas
by Steve Blumenthal of CMG Capital Management Group, 9/20/16
Last week, I promised I’d share some of my Morningstar conference notes. So let’s start there today. I hope that you find my notes helpful. I believe we investors should always be putting together a shopping list of best ideas so that we are in a position to act when the getting is good.

Equities Appear More Attractive than Other Asset Classes
by Robert Doll of Nuveen Asset Management, 9/19/16
U.S. equities experienced a volatile week, as monetary policy dominated the headlines. Dovish comments from Federal Reserve officials tamped down speculation that the central bank was on course to tighten aggressively.

11 Reasons Advisors Need a Social Media Presence
by Crystal Lee Butler, 9/19/16
I set up my first Myspace account during my junior year of college. I was actually reluctant at first because I was nervous about putting my personal information online. It is ironic, given that my professional success has been driven by my persistent efforts to maintain an online presence.

The War on Cash Is Still Good for Gold
by Frank Holmes of U.S. Global Investors, 9/17/16
With the five-year Treasury yielding 1.19 percent, government bond investors are now receiving a negative real rate of return (because 2.3 minus 1.19 comes out to negative 1.11 percent). This is highly constructive for the price of gold. As I’ve discussed many times before, the yellow metal has benefited when real rates have fallen below zero. This was the case in September 2011 when gold hit its all-time high of $1,900 per ounce. And last year around this time, the opposite was true—positive real rates were a drag on gold.

Equity Markets Continue Their Streak Even as Fed Hints at 2016 Hike
by Joe Becker, Adam Schenck, Jeff Greco of Milliman FRM, 9/16/16
The S&P 1500 notched its seventh consecutive calendar month of positive returns amidst exceptionally low volatility.

Apple Tax Grab by EU Invades IRS Airspace
by John Browne of Euro Pacific Capital, 9/15/16
On August 30th, the European Union (EU) Commission ordered the Irish government to reclaim some $14.6 billion of so-called back taxes plus interest from Apple Inc. The order challenged sovereign tax authority within the EU and well-established international tax rules.

Bo Knows Good Companies are Rare
by Tony Scherrer of Smead Capital Management, 9/14/16
Vincent Edward “Bo” Jackson was an incredible athlete of the rarest kind. In 1986, he was picked 1st overall in the National Football League (NFL) Draft and selected in the 4th round of the Major League Baseball (MLB) Draft.

Dividend-Paying Stocks: The Investor’s Swiss Army Knife
by Jan Blakeley Holman of Thornburg Investment Management, 9/13/16
You can add current income, capital appreciation and tax advantages to your portfolio with this one type of investment.

Fundamentals, Not Headlines
by Brian Wesbury, Robert Stein of First Trust Advisors, 9/13/16
The S&P 500 dropped 2.5% on Friday while the yield on the 10-year Treasury note rose to 1.67%, the highest since June. You'll have to excuse us if we're unimpressed.

Tactical Asset Allocation Update
by Global Asset Allocation Team of Columbia Threadneedle Investments, 9/13/16
The theme of gradual appreciation in overall asset prices, with temporary tantrum-style setbacks, remains in place.

A World of Pure Imagination
by Team of PIMCO, 9/13/16
A review of the month’s market-moving events across countries and asset classes.

The Reserve: The Dollar, the Renminbi, and Status of Reserve
by Amar Reganti of GMO, 9/12/16
In a new white paper, Amar Reganti, a member of GMO's Asset Allocation team, evaluates the outlook for the U.S. dollar to retain its status as "the only serious reserve currency in the world"

After Karimov
by Bill O’Grady of Confluence Investment Management, 9/12/16
Uzbekistan’s president, Islam Karimov, died on August 29. Given his long tenure in office and the uncertainty that surrounds the transfer of power in an authoritarian regime, there are concerns about the stability of Uzbekistan, in particular, and Central Asia, in general.

A Top-Performing Non-U.S. Core/Blend Fund
by Robert Huebscher, 9/12/16
The ASTON/Pictet International Fund (APCTX) builds a diversified portfolio of companies based outside of the U.S. through bottom-up fundamental analysis. As of June 30, the fund’s annualized return was 167 basis points ahead of its benchmark, the MSCI EAFE index, and 112 basis points ahead of its peer-group average. I spoke with Benjamin Beneche, a co-portfolio manager of the fund since its inception, on September 1.

The Danger in Office-Market REITs
by Keith Jurow, 9/12/16
With weakness becoming more and more obvious in several of the hottest office markets, here’s why large office-market REITs are substantially overpriced.

Look to Chindia for Gold’s Love Trade
by Frank Holmes of U.S. Global Investors, 9/12/16
A couple of weeks ago, I shared with you what I brought home from my trip to Toronto, Vancouver and New York City, where I had met with gold fund analysts.

Beware of Larger for Longer
by Carl Tannenbaum, Asha Bangalore, Ankit Mital of Northern Trust, 9/12/16
Business cycles were disrupted by the chaos of 2008. To respond, central banks have extended themselves in an effort to reach a more settled equilibrium.

Here is What I Don’t Want as a Dividend Growth Investor
by Chuck Carnevale of F.A.S.T. Graphs, 9/12/16
Achieving long-term success as a dividend growth investor implies a long-term buy-and-hold strategy. The reasons why are simple and straightforward. The primary objective of a committed dividend growth investor is to achieve a growing dividend income stream.

Party Like It's 1999 (and 1929)
by John Hussman of Hussman Funds, 9/12/16
By equating the delay of consequences with the absence of consequences, investors have now set up the most extreme episode of equity market speculation in U.S. history next to the 1929 and 2000 market peaks.

Why ESG May Finally Gain Traction
by FlexShares ETFs, 9/12/16
Until now, much of the growth in environmental, social and governance (ESG) investing has been concentrated among large institutional investors. But the number of financial advisors considering ESG investment products is starting to grow — whether because of idealistic convictions, updated investment guidelines or risk-reduction objectives.

Reemerging Markets: Investing in a Developing Recovery
by Morgan Harting, Shamaila Khan, Laurent Saltiel, Sammy Suzuki of AllianceBernstein, 9/9/16
There’s a new buzz sweeping through emerging markets. Fundamentals are improving and valuations look attractive. Returns and flows are showing signs of life. For investors who have been underweight, developing-world assets now look very tempting.

The Rise of Thematic Investing
by Andreas Fruschki of Allianz Global Investors, 9/8/16
Theme-based investing is expected to grow, especially given that millennial investors seem to prefer it, says Andreas Fruschki, portfolio manager for Allianz Global Investors. Will the asset-management industry react accordingly by offering products that are more thematic?

The Sidelines Could Be More Dangerous for Investors Than Getting on the Field
by Clint Siegner of Money Metals Exchange, 9/8/16
A year ago at this time, it was hard for investors to find available inventory for the most popular silver products – as well as some gold coins.

The Investment Policy Statement Tightrope
by Kevin Turner of Russell Investments, 9/8/16
A well-crafted investment policy statement can be an effective governance tool but is also becoming an increasingly charged topic given recent litigation.

On My Radar: Why? Because We Need the Eggs
by Steve Blumenthal of CMG Capital Management Group, 9/7/16
Woody Allen closes “Annie Hall” with a joke: This guy goes to a psychiatrist and says, ‘Doc, my brother’s crazy; he thinks he’s a chicken.’  And the doctor says, ‘Well, why don’t you turn him in?’  The guy says, ‘I would, but I need the eggs.’

An Investment Only a Mother Could Love: The Case for Natural Resource Equities
by Lucas White, Jeremy Grantham of GMO, 9/7/16

Lucas White and chief investment strategist Jeremy Grantham highlight the long-term investment opportunity in natural-resource equities.

Five Sparks to Ignite Global M&A
by Mark Phelps, Dev Chakrabarti of AllianceBernstein, 9/6/16
It’s been a relatively quiet year for global M&A so far, despite a couple of mega deals. But we think several trends are unfolding that could spark an increase in dealmaking during the coming months.

The Case Against Cash
by Kenneth Rogoff of Project Syndicate, 9/6/16
The world is awash in paper currency, with major country central banks pumping out hundreds of billions of dollars’ worth each year, mainly in very large denomination notes such as the $100 bill. And all this cash is facilitating growth mainly in the underground economy, not the legal one.

Value, Growth and the Limits of Our Investment Knowledge Taming the Uncertainty Monster
by Scott MacKillop, 9/6/16
There are people in the investment community who claim to know things with a level of certainty that is unjustified. They develop rules-based investment strategies grounded in their views about “how things work.” Yet their strategies fail to recognize the complex and dynamic nature of the financial markets, undermine the credibility of our industry and, ultimately, could harm clients.

Monetary Mountain Madness
by John Mauldin of Mauldin Economics, 9/4/16
Mauldin describes his profound sense of sadness over our global economic leadership’s obvious lack of understanding of the real world.

Apple Gets a Shakedown from the EU. Is Ireland Next to Bail?
by Frank Holmes of U.S. Global Investors, 9/3/16
“Total political crap.” That’s how Apple CEO Tim Cook described the European Commission’s ruling that the iPhone maker must pay 13 billion euros ($14.5 billion), plus interest, in back taxes to Ireland, its longtime European host. Meanwhile, the island-nation is being accused of giving Apple an “illegal” sweetheart deal in exchange for jobs.

Adjusting to Disruptive Change
by Byron Wien of Blackstone, 9/2/16
Two conclusions emerged from the Benchmark Lunches this year. The first was that the world was condemned to a prolonged period of slow growth unless vigorous fiscal spending took place in the major industrialized economies.

Investing With Impact in Emerging-Market Equities
by Henry D'Auria, Ted Mann of AllianceBernstein, 9/2/16
Emerging markets are beginning to attract attention after five tough years. Beyond the return potential, there’s another less-known benefit: investing in stocks can help improve the lives of underprivileged people across the developing world.

China’s Monetary Ascension Is Paved with Gold
by Stefan Gleason of Money Metals Exchange, 9/1/16
The world monetary order is changing. Slowly but steadily, global trade and currency markets are becoming less dollar-centric. Formerly marginal currencies such as the Chinese yuan now stand to become serious competitors to U.S. dollar dominance.

Once Again, It's Too Quiet out There
by Russ Koesterich of BlackRock, 8/31/16
Russ discusses what's behind the unusually low volatility in the markets, and what could bring an end to the days of calm.

Six Ways NIRP Is Economically Negative
by John Mauldin of Mauldin Economics, 8/30/16
If you have any doubt that we’ve wandered into a new and unexplored economic universe, consider this number: $12.6 trillion.

A 40-Year Veteran on Today’s Unique Bond Market Challenges
by Robert Huebscher, 8/30/16
Roger Early is a 40-year veteran of the bond market and executive director and head of fixed income investments at Delaware Management. He is executive vice president and co-chief investment officer of Delaware’s total-return fixed income strategy. I spoke with him last week about the dynamics of the fixed-income market.

Bulls, Bears & The Broken Clock Syndrome
by Lance Roberts of Real Investment Advice, 8/29/16
“Bears are like broken clocks, they are only right twice a day.” This is a statement that is often thrown out during rising bull markets by the inherently optimistic crowd.

Politics, Policies and Market Resiliency
by Ed Perks of Franklin Templeton Investments, 8/28/16
If there were two words to describe the situation the United States is in right now in terms of the economy and the markets, I would choose stable and resilient . . . Whatever the election outcome, I think it will prove to be something the markets will able to digest and ultimately move forward from.

Credit Markets Still Supported By Global Trends
by Mark Kiesel of PIMCO, 8/26/16
Even after this year’s rally, credit remains one of the more appealing sources of income in financial markets.

Looking to Yellen for Clarity Amid Fed’s Mixed Messages
by Kristina Hooper of Allianz Global Investors, 8/25/16
With a seemingly divided Fed, a strengthening yen and stabilizing euro, US Investment Strategist Kristina Hooper reminds investors to pay attention to Janet Yellen’s speech this Friday and to follow currencies closely, as they have been leading the changes in other asset values.
Results 6,851–6,900 of 10,163 found.