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Results 9,051–9,100 of 11,878 found.

Psychological Whiplash
by John Hussman of Hussman Funds, 11/9/15
Investors have experienced a great deal of whiplash in recent months. After a rapid but relatively contained retreat in August and September, the stock market has rebounded to within 2% of its May record high. Only weeks ago, investors were concerned about economic deterioration. As of Friday, strength in nonfarm payrolls has suddenly convinced investors that a December rate hike by the Fed is all but certain.

Get Ready for Commodity Liftoff: Global Manufacturing Just Made a HUGE Move!
by Frank Holmes of U.S. Global Investors, 11/7/15
As Donald Trump might say: This is going to be huge.

Quarterly Letter
by Team of Grey Owl Capital Management, 11/6/15
In 2008, most investors were driving a fast car down a country road at night with no headlights. They ignored widening credit spreads and kept their allocation to risk assets too high. Value investors bought financial securities because they seemed cheap relative to book value, and neglected to size the position with any consideration to the idea that these entities had so much financial leverage, a bad quarter could entirely wipe out equity value.

It’s the Zero Bound Yield Curve, Stupid!
by Bill Gross of Janus Henderson Investors, 11/4/15
I have been increasingly suspicious since late 2011 that Sir Thomas Gresham (1519-1579) may be the modern John Maynard Keynes. I said as much in a Financial Times op-ed when I wrote in December of that year, that the famous “Gresham’s Law” needs a corollary. Not only does “bad money drive out good money” but “cheap money” may do harm as well. Just as Newtonian physics breaks down, and Einsteinian theories prevail at the speed of light, so too might easy money, which has invariably led to stronger economic recoveries, now fail to stimulate growth close to the zero bound.

Relative Yield
by Investius News, 11/4/15
Two potentially attractive features of closed-end funds are relative yield and asset pool stability, says Stephen Minar of BlackRock.

Next Time You Think of Emerging Markets, Think of Dividends
by Anthony Cragg, Stephen Kinney of Wells Fargo Asset Management, 11/4/15
Emerging markets aren’t only a source of a portfolio’s exposure to growth (and volatility); they can be a great source of more reliable dividend income as well.

Central Bank Divergence Returns
by Russ Koesterich of BlackRock, 11/3/15
BlackRock Global Chief Investment Strategist Russ Koesterich discusses the impact of the return of divergent central bank policies on stocks and bonds.

Three Keys for Advisors When Implementing Alternatives
by Sponsored Content from Invesco, 11/3/15
• For almost 25 years, I’ve worked with financial advisors regarding the use of alternative investments. • I’ve found three common traits among advisors who have the greatest success, i.e., satisfied clients who understand their investments and their results.

Curve Ball - Is the Yield Curve Still a Dependable Signal?
by Michael Lebowitz, 11/2/15
Although traditional yield-curve analysis does not predict a recession, other equally persuasive indicators do.

Bank Is not a Four-Letter Word
by Jeremy Javidi of Columbia Threadneedle Investments, 11/2/15
Since the Great Recession, banks have been a dirty word used by politicians and other pundits. However, banks play an important role in the economy. The pace of interest rate normalization will be slow and long, which should lead to an acceleration of credit, which will create a cycle of economic expansion. Our investment in commercial banks has been a welcome source of alpha, and we continue to be optimistic on the forward fundamentals for the U.S. economy and U.S. lenders.

How European Insurance Portfolios Can Benefit From Alternatives
by Tom Collier, Matthieu Louanges, Jeroen Van Bezoouen of PIMCO, 11/2/15
Adding alternatives may not only make economic sense, but it also has the potential to improve European insurers’ return on capital.

Have Commodities Reached an Inflection Point?
by Frank Holmes of U.S. Global Investors, 10/30/15
This week the Federal Reserve announced that it would delay the interest rate liftoff yet again, but while everyone seems concerned about nominal rates—the federal funds rate, in this case—real rates have already risen about 5 percent since August 2011. This “invisible” rate hike is much more impactful to commodity prices and emerging markets than a nominal rate hike, which is simply the “tip of the iceberg.”

A Better Bond Blueprint?
by John Taylor of AllianceBernstein, 10/30/15
Bond strategies based on benchmark indices have big limitations and could expose investors to an unattractive mix of investment risks. Is there a better blueprint for global bond investors?

REITs and Rates: Dancing to Different Beats
by Eric Franco, Ajit Ketkar of AllianceBernstein, 10/30/15
Recent volatility in equity markets has added appeal to US REITs, with their generous dividends and cash flows. But could a US rate hike upset the picture? Probably not as much as you think.

Income and the Interest Rate Game
by Gene Tannuzzo of Columbia Threadneedle Investments, 10/29/15
An investment strategy based purely on guessing where interest rates are headed is destined to miss the mark. We still expect the Fed to raise rates soon (but probably not in October) and we think longer term rates should drift higher (but we wouldn’t want to bet the farm on that). Investors should focus on areas of the bond market that offer attractive income relative to the risk, and retain the flexibility to adjust that positioning as the market evolves.

Seeing the Forest for the Trees: The Role of Investment Yield in a Portfolio
by Marc Odo of Swan Global Investments, 10/29/15
Chasing Investment Yield or Total Return - How investors may be missing the big picture when chasing yield from fixed income in a low yield world.

The Weather Will Change for MLPs
by David Chiaro of Eagle Global Advisors, 10/29/15
The advantages and competitiveness of North American shale assets will only grow over time and we expect production to resume its increase at some point. We believe the recent sell off in MLPs is due to forced selling and a typical equity market cascade and overshoot, which has created a potentially attractive opportunity for investors to allocate to the asset class. Adapting Mark Twain to the MLP market, the reports of its demise are greatly exaggerated.

Fixed Income Outlook October 2015: Is China Really That Important?
by Carl Kaufman, Simon Lee, Bradley Kane of Osterweis Capital Management, 10/29/15
Negative sentiment permeated the stock and bond markets this quarter, with August taking September’s usual honor as the worst month of the year, so far, for stocks. In particular, concerns about China weighed on the markets, and the Federal Reserve (Fed) Governors fanned these fears with comments at the September Federal Open Market Committee (FOMC) meeting, when they voted to hold the federal funds rate steady.

The Upside Potential in Buying Some Puerto Rico’s Bonds Now
by Robert Kane of BondView, 10/29/15
Puerto Rico’s municipal bonds have crashed just like Greek bonds did three years ago. Puerto Rico issues hundreds of different types of bonds. They shouldn’t be viewed as a homogeneous h?oard??. They have varying degrees of credit quality and risks. Some are insured. Many have become mispriced because of the company they keep and are trading at a steep discount to face value.

4Q 2015 Outlook: Key Issues Have Not Changed Much This Year
by Michael Avery, Cynthia Prince-Fox, Chace Brundige of Ivy Investment Management Company, 10/28/15
As the final quarter of 2015 begins, we are reminded of several topics of focus from the start of the year: concerns that global central bankers are stuck with their current monetary policies because the global economy now depends on them; market acceptance that higher U.S. interest rates are inevitable, even if they rise only slightly; and favorable prospects for U.S. consumers, who benefit from a stronger labor market and lower energy prices. If the topics sound familiar now, it is because little has changed in these areas while global risks have increased for several reasons.

Retirees: I Did Not Buy IBM to Sell, It’s About The Dividend Income Stupid
by Chuck Carnevale of F.A.S.T. Graphs, 10/26/15
There are many investing strategies and principles that retired investors can utilize to reduce the risk associated with investing in equities (stocks) for their retirement portfolios. Choosing to invest in the highest quality stocks your mind can conceive sits at the top of the list. There are many components that investors can analyze and examine to determine whether a company is high quality or not.

Global Bonds
by Investius News, 10/26/15
Income-oriented investors pursuing higher yield may want to consider closed-end funds with global bonds and “think broadly,” says Tim Palmer of Nuveen Investments.

How Market Cycles Are Completed
by John Hussman of Hussman Funds, 10/26/15
Wide market cycles have been a central feature of the stock market across history. Even a run-of-the-mill bear market decline typically wipes out more than half the gain of the preceding bull market.

International Economic Week in Review: Analysts Converge, Edition
by Hale Stewart, 10/26/15
Normally, analysts’ projections diverge somewhat around a statistical norm. That is, it’s usual for a group of 40 analysts to project the upcoming quarterly GDP growth rate between 1% and 3%. Currently, however, there is a fair degree of uniformity among analysts regarding the outlook. And that’s not a good sign.

Follow the Leaders: Learning from ETFs, BCA and the New PM
by Frank Holmes of U.S. Global Investors, 10/23/15
Yesterday I had the pleasure of attending an intensive daylong ETF conference in Austin, just up the road from our office in San Antonio. Hosted by Cantor Fitzgerald, the conference was designed for institutional investors.

A Bond-Free Portfolio: Why Cash Should Replace Bonds to Reduce Risk and Improve Returns
by Kendall Anderson of Anderson Griggs, 10/23/15
In a recent interview, Howard Marks, the great investor and co-chairman of Oaktree Capital, quoted the original Dr. Doom, Henry Kaufman, who once said “There are two kinds of people who lose money: those who know nothing and those who know everything.” Those of us who are selling investment services, whether portfolio management or investment products, have a tremendous ability to locate or create research that rationalizes our approach to building and maintaining a portfolio.

Liquidity Premiums In High Yield Investing
by Heather Rupp of AdvisorShares, 10/23/15
There is no denying that liquidity has become a well-publicized concern in today’s high yield market, with much focus specifically on high yield ETFs. With the post financial crisis regulation that has curtailed market making activity by the large investment banks and dealer inventory, liquidity has decreased and volatility increased. However, we believe that arguments that liquidity concerns within the ETF space will lead to the high yield market’s demise are overblown.

Why Have the Markets Been so Volatile Recently?
by Wendy Stojadinovic of Cleary Gull, 10/22/15
U.S., European and Japanese central banks have all been running with easy monetary policies for years and all have engaged in quantitative easing (QE). We are seeing growth in all three countries, with the U.S. doing the best, as a result. However, QE tends to lead to currency depreciation, which is difficult to see when everyone is doing it.

Four Strategies for Navigating the Equity Environment Ahead
by Andrew Pyne of PIMCO, 10/22/15
Recent market turmoil suggests we could be at a turning point for equities. After several years of high returns and low volatility as the market rebounded off the lows of 2009, supported by unprecedented monetary policies, investors are faced with broadly full valuations, global growth that is still uneven and the prospect of rising rates in the U.S. In this environment we suggest four simple approaches that could enhance returns while potentially reducing risk.

The US Bond Market: A Welcome "Nonstory" During August's Turmoil
by Payson Swaffield of Eaton Vance, 10/22/15
Overall, the bond market functioned relatively well in the risk-off month of August – it did its job in reflecting relative value among sectors.

Black Ice: Low-Volatility Investing in Theory and Practice
by Feifei Li, Engin Kose of Research Affiliates, 10/22/15
Equity investors have endured two extreme market downturns since the turn of the century. The broad U.S. market, represented by the S&P 500 Index, fell by 44% in the aftermath of the dot-com bubble and 51% in the great recession. These devastating experiences reawakened institutional and individual investors to the downside of market volatility and, for a while, prompted great interest in low-volatility investing.

Yieldcos or Yieldnos?
by Roger Nusbaum of AdvisorShares, 10/21/15
A little over a year ago we looked at a new income vehicle called a yieldco which was highlighted in Barron’s. Over the weekend Barron’s provided an update on the still small niche and basically they’ve had a rough go in the last three or four months although I should note that for the six months prior they were white hot. Along the way GlobalX listed a fund that tracks the space and although not charted below it has also gone down considerably in the last few months.

With Stocks on Shaky Ground, a Promising Ballast in Bonds
by Russ Koesterich of BlackRock, 10/21/15
BlackRock Global Chief Investment Strategist Russ Koesterich discusses the emergence of the return of longer-duration bonds as a potential hedge to equities.

On My Radar: Lucy, Charlie Brown and the Fed
by Steve Blumenthal of CMG Capital Management Group, 10/21/15
All over the world, all eyes are zeroed in on the Fed. No pun intended.

'Relentless Rise' in Home Prices Helping Consumers
by Kristina Hooper of Allianz Global Investors, 10/20/15
Although the Fed cited low inflation as a big reason it didn't raise rates, the housing market is showing continued pricing strength, says US Investment Strategist Kristina Hooper. Higher equity levels and a chance to refinance should mean extra spending money for consumers.

Will Gold Finish 2015 with a Gain?
by Frank Holmes of U.S. Global Investors, 10/20/15
After its stellar performance last week, gold might do something it hasn’t done since 2012—that is, end the year in positive territory. You can see past returns for yourself in our perennially popular Periodic Table of Commodities Return.

The Best Way to Reinvest Your Dividends for Retirement
by Chuck Carnevale of F.A.S.T. Graphs, 10/19/15
Reinvesting your dividends received from high-quality dividend growth stocks is a great, relatively conservative and proven way to build wealth over the long term. This is especially true and appropriate for investors in the accumulation phase that are planning for future retirement. Accumulating additional shares of dividend growth stocks can, and will, provide an increasing and eventually larger stream of income available at retirement when income is needed most.

Venerated Voices™ for Q3 of 2015
by Jill Mislinski, 10/19/15
Here are our Venerated Voices awards for articles published in the third quarter of 2015. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

The Budget and the Debt Ceiling
by Scott Brown of Raymond James, 10/19/15
Treasury reported a $439 billion budget deficit for the fiscal year ending in September. That sounds like a lot, but it’s 2.4% of GDP, below the average of the last few decades. However, that’s nothing to celebrate, as the retirement of the baby-boom generation will boost entitlement spending in the decades to come. There’s plenty of time to solve that problem, but the federal debt ceiling is a more immediate concern. Congress has just two weeks to work out a deal.

Third Quarter 2015 Economic & Capital Market Summary
by Gregory Hahn of Winthrop Capital Management, 10/17/15
On the one hand, the domestic economic story is playing out pretty much as we had thought. Economic growth is muddling along in the 2% area. The unemployment rate is low, but job growth is still limited to service sector jobs which pay lower wages. Inflation is barely rising as commodity prices continue to plunge and wage growth has been flat. The Federal Reserve is poised to raise interest rates, but has deferred making the first increase in over nine years under pressure from global economies who fear that an increase in short term interest rates will impair the fragile global growth.

Charting the Market's Course
by Burt White, Jeffrey Buchbinder of LPL Financial, 10/17/15
This week we highlight seven key charts to watch that may determine the stock market’s near-term direction. The charts cover a wide range of topics including manufacturing sentiment, earnings, oil, and high-yield bonds. We believe these charts can help investors navigate the market’s course for the balance of 2015 and into 2016.

Will Gold Finish 2015 with a Gain?
by Frank Holmes of U.S. Global Investors, 10/17/15
After its stellar performance this week, gold might do something it hasn’t done since 2012—that is, end the year in positive territory. You can see past returns for yourself in our perennially popular Periodic Table of Commodities Return.

Zero Yields & The Debt Ceiling
by Anthony Valeri of LPL Financial, 10/16/15
The Treasury issued new three-month Treasury bills (T-bills) at 0% yield at auction last week and is on pace to do so again on October 13, 2015. Zero percent T-bill yields, or even lower, are not new, but 0% prevailing at an auction is unusual and made media headlines.

Eyeing Up the Infrastructure Investment Opportunity
by Gerry Jennings of AllianceBernstein, 10/16/15
There’s intense demand for capital to build and modernize the world’s infrastructure. That’s good news for investors, but accessing the opportunities isn’t a straightforward proposition.

Retirees: The Risks, Dangers and Advantages of Reaching For Yield: Part 2B
by Chuck Carnevale of F.A.S.T. Graphs, 10/16/15
There is an undeniable fact that differentiates investing when in retirement versus investing while you are still working. When you are employed, you are working for your money. However, once a person truly enters their retirement years, the situation reverses itself. When in retirement you begin the stage in your life where your money must work for you. In my opinion, this changes the investing dynamic considerably.

Hoisington Quarterly Review and Outlook – 3Q2015
by Van Hoisington, Lacy Hunt of Hoisington Investment Management, 10/16/15
Future business activity will reflect two economic realities: 1) the over-indebted state of the U.S. economy and the world; and 2) the inability of the Federal Reserve to initiate policies to promote growth in this environment.

3rd Quarter Commentary
by John Prichard, Miles Yourman of Knightsbridge Asset Management, 10/15/15
The third quarter produced the worst return for the S&P 500 Index in four years, wiping out the prior year’s gains. Peak to trough declines from 2014-15 index highs to recent lows were even greater.

Is it Time to “Buy” Inflation?
by Russ Koesterich of BlackRock, 10/15/15
While there's little evidence that inflation is going to come roaring back anytime soon, current estimates may be too low. Russ explains.

83 Attractive Dividend Growth Stocks for Your Retirement Portfolios: Part 2A
by Chuck Carnevale of F.A.S.T. Graphs, 10/15/15
I recently completed a 3 part series of articles offered to assist retired investors in designing the equity portion of their retirement portfolios. In part 1 of this series found here I presented Peter Lynch’s 6 broad categories of stocks (businesses) that he wrote about in his best-selling book “One Up On Wall Street.” The primary objective of this first article was simply to provide the reader a general idea of the various categories of common stocks that were generally available to choose among.

Catalonia, a New State within Europe?
by Kaisa Stucke of Confluence Investment Management, 10/14/15
“Catalonia, a new state within Europe” is the slogan of the pro-independence movement in the Spanish region of Catalonia. The federal government has made it clear that it will not hold secession negotiations and, in fact, even holding an independence referendum is considered unconstitutional. This week, we look at the separatist movement in Catalonia, starting with a brief overview of the region’s history and politics. We explore the probability of independence, the potential future relationship between the region and the central government, and the roles of the EU and the Eurozone.
Results 9,051–9,100 of 11,878 found.