Refine Search

Search Results

Results 6,951–7,000 of 10,163 found.

On My Radar: Bubble Trouble
by Steve Blumenthal of CMG Capital Management Group, 8/1/16
“Last week, market conditions joined the same tiny handful of extremes that defined the 1929, 1972, 1987, 2000 and 2007 market peaks.” – John P. Hussman, Ph.D.

Looking for Yield in All the Wrong Places
by Frank Holmes of U.S. Global Investors, 7/31/16
Fixed-income isn't what it used to be. As the Wall Street Journal reports, the total amount of global government bonds that bear negative yields, meaning it costs you to have the government hold your money, has now climbed to a massive $13 trillion.

Man vs. Debt
by Carl Tannenbaum of Northern Trust, 7/31/16
Whether for religious or cultural reasons, an aversion to indebtedness has deep roots in many parts of the world. And yet the ability for savers to lend their money to others and earn interest in return is at the core of modern financial systems.

The Trouble with Trade
by John Mauldin of Mauldin Economics, 7/31/16
We haven’t seen this kind of protectionist rhetoric in a long time, at least from major party candidates. Globalization is taking the blame for a wide variety of ills. The trouble with all this dissing of globalization and free trade is that, like some generals, both major political parties are fighting the last war, not the ones we face today and tomorrow. And the Libertarian Party seems to think that the correct philosophy by itself will cure the problems, which it may do in the long run; but philosophy doesn’t pay the bills or create jobs in the short run.

Looking at Future Stock Returns
by Brad McMillan of Commonwealth Financial Network, 7/29/16
Yesterday we talked about future bond returns, noting that while bonds have done very well over the past several decades, current conditions suggest their returns over the next 10 years could be significantly lower. Today, we’ll focus on stocks, making the same distinction between returns from income and returns from capital gains.

The Fed's Loud Talk Policy
by Peter Schiff of Euro Pacific Capital, 7/28/16
Theodore Roosevelt’s famous mantra “speak softly and carry a big stick” suggested that the United States should seek to avoid creating controversies and expectations through loose or rash pronouncements, but be prepared to act decisively, with the most powerful weaponry, when the time came. More than a century later, the Federal Reserve has stood Teddy’s maxim on its head. As far as Janet Yellen and her colleagues at the Fed are concerned, the Fed should speak as loudly, frequently, and as circularly as possible to conceal that they are holding no stick whatsoever.

Is It Time to Give Value Investing Another Look?
by Matthew Fahey, Gregory Dirkse, Brian Janowski of BMO Global Asset Management, 7/27/16
Growth-style investing has outperformed value by a wide margin over a majority of the last decade. Similar periods of style-based outperformance are quite common throughout the history of the U.S. stock market, but growth’s extended dominance of its rival should prompt investors today to ask a couple of questions: How far along are we in this growth investing cycle? Is growth’s outperformance over value likely to reverse?

Emerging-Market Game Changers: Diaper Wars in China
by Sammy Suzuki of AllianceBernstein, 7/27/16
The Chinese craze for pricey Japanese-made diapers may change the way you think about investing in developing economies. It’s just one of the many enduring trends we see incubating the next generation of emerging-market winners.

IMF Cuts Global Growth Forecast Less Than Expected
by Gary Halbert of Halbert Wealth Management, 7/27/16
Last Tuesday, the International Monetary Fund (IMF) released its latest quarterly “Global Growth Forecasts” which I will summarize below. Before we get into those, I should note that the IMF had been one of the most outspoken critics of “Brexit” ahead of the surprising UK vote on June 23. Specifically, the IMF warned that a Brexit vote would lead to “severe regional and global damage.”

Reversing Brexit
by Anatole Kaletsky of Project Syndicate, 7/27/16
Instead of rushing Brexit, Europe’s leaders should be trying to avert it, by persuading British voters to change their minds. The aim should not be to negotiate the terms of departure, but to negotiate the terms on which most British voters would want to remain.

Checkup Time for Healthcare Stocks
by James Tierney, Jr. of AllianceBernstein, 7/26/16
US healthcare stocks have been in the eye of a market storm. After a year of turmoil and declines, we believe equity investors should take a fresh look at this unloved sector.

My Misadventure in Buying a Car: How Not to Persuade
by Dan Solin, 7/26/16
The poor reputation of car salespeople is richly deserved. Here’s what you can learn from my experience.

Positive Trends and Political Challenges in Poland
by Mark Mobius of Franklin Templeton Investments, 7/26/16
We hope that Poland’s leadership recognizes the need for continued reform and that its nationalistic sentiment does not come at the expense of growth, global trade and innovation.

Harman International Industries, Inc., Cheap or Dear
by Kendall Anderson of Anderson Griggs, 7/25/16
I am sure you can easily see the common sense in the idea of price relative to value. It’s such a simple concept and relevant to all investor types, whether they use individual securities or funds; active management or passive. Yet the idea of “cheap and dear” have been erased by investment practitioners who promote efficient markets, asset allocation, passive investing, smart beta, and a host of other data mined approaches that have worked for someone at some point in the past. Personally I am pleased with these current promoters and their applications to the management of portfolios, as it is their actions that create cheap and dear prices for us.

Confidence About the Global Economy Is Improving
by Robert Doll of Nuveen Asset Management, 7/25/16
U.S. equities notched a fourth week of gains with the S&P 500 Index climbing 0.6%. The primary forces behind the rally remain better-than-expected corporate earnings, stability in the banking sector and a growing sense that equities appear more attractive than bonds given low Treasury yields. In our opinion, the main risk to equities is a possible spike in bond yields. Despite an improving economy and growing prospects for an additional rate hike by the Federal Reserve, however, we think such an event is unlikely.

What now?
by Jeffrey Saut of Raymond James, 7/25/16
I got an email last week that read, “What do I do now?” I replied, “I don’t know what you mean.” She wrote back, “I didn’t buy the February lows that your model told us to buy and I didn’t buy any of the stocks on your ‘buy list’ the Monday following the Brexit Bashing. So what do I do now?” I told her I continue to think we remain in the same secular bull market that began in March of 2009 and I think it has a lot farther to go.

Will the Gold Bull Market Resume After the Summer Correction?
by Frank Holmes of U.S. Global Investors, 7/23/16
Only time will tell which candidate will be triumphant in November, but in the meantime, one of the winners might very well be gold, which has traditionally attracted investors in times of political and economic uncertainty. In the United Kingdom, which voted one month ago to leave the European Union, gold dealers are seeing “unprecedented” demand, especially from first-time buyers. Some investors are reportedly even converting 40 to 50 percent of their net worth into bullion, though that’s not advisable. (I always suggest a 10 percent weighting, diversified in physical gold and gold mining stocks.) In Japan, where government bond yields have fallen below zero and faith in Abenomics is flagging, gold sales are soaring. It’s not unreasonable to expect the same here in the U.S. between now and November (and beyond).

The Perils of Populism
by Carl Tannenbaum of Northern Trust, 7/23/16
Populism is not new, and its current incarnation is certainly not its most extreme expression. Wikipedia describes populism as “a political position which holds that the virtuous citizens are being mistreated by a small circle of elites...the elites are depicted as trampling in illegitimate fashion upon the rights, values and voice of the people.”

Midyear Outlook 2016: Believing in the Potential of the U.S. Economy
by John Canally of LPL Financial, 7/22/16
For the first half of 2016, the U.S. economy—as measured by real gross domestic product (GDP)—is on track to grow at around 2.0%. Looking out into the second half of the year, aided by a dollar tailwind, stable oil prices, steady consumer spending, record high household net worth, and a slowing, but still solid labor market, the U.S. economy may grow between 2.0% and 2.5%. But even at just over 2%, actual GDP is growing faster than potential GDP (the maximum pace the economy can grow without causing inflation), taking up slack and slowly pushing up wages and inflation.

Equity Investment Outlook
by John Osterweis, Matt Berler of Osterweis Capital Management, 7/22/16
Before the surprising outcome of the Brexit vote we would have argued that the fundamental U.S. economic outlook was little changed from last quarter. The pattern of slow growth, low inflation and low interest rates that has characterized the post-2008 recovery was intact and appeared likely to remain so. But the Brexit vote has introduced an element of uncertainty into the equation and increases the risk of an economic slowdown in the U.K. and Europe that could have spill-over effects in the U.S.

Thoughts on Brexit and the Implications for Investment Strategy
by Gregory Hahn of Winthrop Capital Management, 7/22/16
After 43 years of membership in the European Union (EU), Great Britain voted last week to withdraw its membership. In spite of all the polls which leaned toward staying, all the political leaders cajoling voters to remain, and the international pundits from the International Monetary Fund to the President of the United States who lobbied Great Britain to remain in the EU, the British public voted to leave. It appears to us to be a vote for independence and sovereign pride, in spite of the unknown costs.

The Big Picture Hasn’t Changed: Don’t Get Sucked Back Into the Stock Market
by Justin Spittler of Casey Research, 7/22/16
Today, we help you make sense of the market's mixed signals...

Managing Multi-Asset Investments amid Event-Driven Volatility
by Martin Jaugietis of Russell Investments, 7/21/16
One of Russell Investments’ Multi-Asset Portfolio Managers takes a look what potential opportunities there may be for investors amid the current event-driven volatility.

Losses on Italian Non-Performing Loans: Severity and Solutions
by Joshua Anderson of PIMCO, 7/21/16
Losses look manageable over time, but a prompt solution now seems likely.

What Will Happen To the Stock Market When Interest Rates Rise? Part 1
by Chuck Carnevale of F.A.S.T. Graphs, 7/21/16
Interest rates have been in a freefall for the better part of the past two decades. Moreover, the yield on the 10-year US Treasury, which is the flagship interest rate benchmark, has mostly been below 2% since the beginning of 2012. The 10-year Treasury note did reach 3% by the end of 2013 but has promptly fallen ever since to its current level of 1.59 percent.

The Tradeoff Between Income and Capital in Retirement Withdrawals
by John Walton, 7/19/16
How can the best performing retirement strategies be combined with annuities, pensions, Social Security and different ‘tilts’ to allow clients to best choose between capital preservation and income stability?

Index Investing and the Factor Evolution
by Patrick O'Connor of Franklin Templeton Investments, 7/19/16
The newest breed of multi-factor strategic beta ETFs weight factors strategically in order to seek better investment outcomes than equal-weighted multi-factor ETFs. We think these ETFs represent an important step in the evolution of strategic beta investing.

Inside the GoodHaven Fund, a Top-Performing Value Fund in 2016
by Robert Huebscher, 7/19/16
The GoodHaven Fund (GOODX) is managed by Larry Pitkowsky and Keith Trauner of GoodHaven Capital Management, LLC. As of July 13, the fund had returned 12.75% year-to-date, as compared to 3.84% for the S&P 500, placing it in the top 2nd percentile of its Morningstar peer group.

Real GDP Accelerating
by Brian Wesbury, Robert Stein of First Trust Advisors, 7/18/16
Forecasting economic growth from quarter to quarter is a humbling experience. Even when you get the trend right – and it's hard to beat our forecast of Plow Horse growth – there's always a quarter here and there that will throw you for a loop.

Diversification Strikes Back in 2016
by Jeffrey Knight of Columbia Threadneedle Investments, 7/18/16
After taking a hit in 2015, diversification proved its worth again in the first half of 2016. But a closer look at the catalysts for the recent success reminds us that the benefits of diversification have limits — and analysis of today’s market conditions suggests that investors should resist the urge to become complacent in their diversification strategy.

On My Radar: I Don’t Know How To Love Him
by Steve Blumenthal of CMG Capital Management Group, 7/18/16
We have four interns this summer and today I took them to lunch.  One asked what I wrote about today.  I said the title of the piece is, “I Don’t Know How to Love Him” and, of course, they gave me a funny look.

Weighing the Week Ahead: What Might Derail the Stock Market Rally?
by Jeff Miller of NewArc Investments, Inc., 7/18/16
This week’s calendar includes a light schedule for data with an emphasis on housing. Earnings season is in full swing with important reports every day. The early reception has been surprisingly good, creating plenty of mystified pundits. The financial media will be asking: What Can Derail the Rally in Stocks?

The Age of No Returns
by John Mauldin of Mauldin Economics, 7/16/16
The enemy is coming. Having absorbed Japan to the west and Europe to the east, negative interest rates now threaten North America from both directions. The vast oceans that protect us from invasions won’t help this time.

Is this the Airlines Liftoff Investors Have Been Waiting For?
by Frank Holmes of U.S. Global Investors, 7/16/16
A flurry of good news lifted airline stocks higher this week, reversing a drop in altitude that’s weighed on the industry so far in 2016. Fueled primarily by a bullish report from Deutsche Bank, American Airlines, Delta Air Lines and United Continental collectively advanced 6.5 percent on Tuesday alone. The German bank’s all-clear signal halted a six-month slide on overcapacity, Brexit uncertainty and heightened fears of global terrorism.

Global Economic Perspective: July
by Franklin Templeton Fixed Income Group of Franklin Templeton Investments, 7/15/16
In terms of monetary policy, we had expected the BOE to move into easing mode, though it chose not to so do at its July meeting, but we think the ECB will try to gauge the impact of the UK result, rather than rush to expand or extend its current program of bond purchases.

Not All Yields Are at Record Lows; Here's Where to Look for Opportunities
by James Kochan of Wells Fargo Asset Management, 7/15/16
The flight to the U.S. markets since the British Brexit vote has sent many, but not all, yields to record lows. Virtually every market in which foreign investors participate has rallied strongly in recent weeks and has shown big yield declines thus far in 2016. The exception is the better-quality segments of the junk bond market, perhaps because foreign investors are not very active there.

These are the Only Dividend Champions and Contenders That Appear Attractively Valued
by Chuck Carnevale of F.A.S.T. Graphs, 7/15/16
As the stock market continues its relentless advance, attractive valuations are getting harder and harder to find. This is especially true for the highest quality blue-chip dividend growth stocks. Perhaps more importantly, in addition to the market’s relentless advance, there has also been a clear flight to quality - especially with dividend growth stocks. Therefore, the vast majority of the best-of-breed blue-chip dividend paying stocks are currently trading at elevated levels. In other words, finding high quality and value is very rare today in the dividend growth segment.

Weeks Where Decades Happen
by John Hathaway of Tocqueville Asset Management, 7/15/16
John Hathaway, manager of the Tocqueville Gold Fund (TGLDX) writes in his latest investor letter that "the precious metals markets have clearly turned the corner, becoming flat-out bullish following the extensive and painful correction from August 2011 to year-end 2015. Despite the impressive year-to-date advance, we believe this cycle is still in its infancy, and that it promises to be extremely powerful."

4 Reasons You Should Still Invest Abroad
by Russ Koesterich of BlackRock, 7/15/16
Russ makes the case for international investing at a time when many investors may be wondering if it is still worth it.

Tug of War
by William Smead of Smead Capital Management, 7/15/16
Many a spring and summer outdoor celebration culminates in a tug of war. It is where an equal number of folks hold onto each end of a long rope and seek to pull the other side across the midpoint line. We believe a tug of war has existed in the US stock market over the last year between two forces which have been pretty equal in force while pulling in opposite directions.

Immigration and Brexit
by Jeremy Grantham of GMO, 7/15/16

In a commentary today, GMO chief investment strategist Jeremy Grantham addresses risks and potential unintended consequences of the U.K.'s Brexit decision.

Mid Year Market Commentary
by The CCR Wealth Management Investment Committee of CCR Wealth Management, 7/14/16
Here at the mid-point of 2016 it is worth noting the remarkable turn of events, both inside and outside of the financial world in which we, as professionals, occupy. The last six months have been “bookended” by great (more or less) market tumult: first with plummeting energy prices and confidence in Chinese markets in the first quarter calling into question the direction of US and Global economies, and second, by the stunning vote of British citizens to divorce themselves from the union they’ve shared with the 27 other members of the European Union for the last 40 years.

Are You Cashing In With ETFs?
by Jerome Schneider, Natalie Zahradnik of PIMCO, 7/14/16
How getting active may beat being passive in today’s market environment.

A Brexit in Name Only?
by John Browne of Euro Pacific Capital, 7/14/16
The BREXIT vote on June 23rd was part of a growing global trend in which ordinary people are expressing a desire to retain national sovereignty regardless of the cost and suffering that may be involved. The result is...

Global Macro Shifts: Mapping the Opportunities
by Michael Hasenstab of Franklin Templeton Investments, 7/14/16
Perhaps the most important step that emerging markets have taken to reduce their vulnerability to financial crises is the remarkable deepening of domestic financial markets over the past decade. In many countries, the development of a reliable domestic investor base has benefited from the rise of a broad middle class.

The Market’s New High Score
by Brad McMillan of Commonwealth Financial Network, 7/14/16
This morning, the Dow Jones Industrial Average hit a new all-time high, as did the S&P 500. The news coverage seems to be split between those calling for even higher stock prices and those who are worried that a new bubble is forming.

How Fidelity is Positioning Its Index Fund Offerings
by Robert Huebscher, 7/12/16
Two recent announcements from Fidelity Investments, well-known for its actively managed mutual funds, show that it intends to strengthen its competitive positioning and grow its market share in the index fund business. I spoke with Colby Penzone, the senior vice president for Fidelity’s Investment Products Group, about those announcements.

Retirees May Have A Spend Down Problem
by Lance Roberts of Real Investment Advice, 7/12/16
A couple of week’s ago I discussed the importance of understanding the difference between compounded annualized returns and real annualized returns.

Post-Brexit
by Bill O’Grady of Confluence Investment Management, 7/12/16
On June 23rd, voters in the U.K. shocked global markets by voting to leave the EU. In this report, we will examine the various paths the country may take in the coming months with regard to this issue, discuss the political lessons learned and the impact Brexit will have on other European nations. As always, we will conclude with the potential impact on markets.

Municipals: Safe Port in a Storm
by Guy Davidson of AllianceBernstein, 7/11/16
In an uncertain world, safety is in high demand. US municipals benefited from Britain’s contentious vote to exit the European Union. Could anything knock them off course?
Results 6,951–7,000 of 10,163 found.