Portfolio Manager Insights

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The Upside Of Seeing The Downside

by Jim Jessee

The five-year bull market won't tell you everything about investment managers' performance.

Five Reasons To Buy India ETFs Even After Last Year’s Monster Rally

by Phil DeAngelo

This portfolio manager says the world’s largest democracy shows no signs of cooling off in 2015.

Outlook 2015: Emerging Market Equities

by Allan Conway

Challenges remain in these countries, especially if there's a strong U.S. dollar.

Taking Off The Training Wheels: Integrating Equity Volatility As An Asset Class

by ,

Equity volatility represents an investible asset class which is geared toward turning uncertainty into a source of opportunity, say these managers.

Outlook For 2015 – Peroni Report January 2015

by Gene Peroni

The Dow Jones industrial index should grow to at least 20,000, which is shaping up as a good year for mid-cap and small-cap stocks, according to Gene Peroni Jr., portfolio manager at AAM.

Horizon Gazing

by Lucy O’Carroll

The world economy will likely undergo huge changes in the decades ahead that could have important implications for investors.

It Wasn't Supposed To Be Like This

by Luke Bartholomew

The U.S. economy shows little sign that it can go back to the 3 percent-plus average growth it enjoyed before the 2008 crash, says this investment manager.

Stocks Likely To Tread Water Through Year End Before Moving Higher In 2015

by Gary Black

Declining oil prices are among the factors that will contribute to near-term volatility, Calamos CIO Gary Black says, but he sees continued upside for U.S. stocks in 2015.

A Missed Opportunity

by Andy Rothman

China’s rulers recently missed an opportunity to begin dealing with an important long-term obstacle to the country’s continued growth and stability.

A European Buying Opportunity

by Phil DeAngelo

Blood on the streets of Europe means it's time to buy, especially in Germany.

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