Portfolio Manager Insights
Total: 69
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by
Jeffrey Kleintop
The calendar for investors appears clear of major events until the end of the summer and beginning of fall.
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by
Ed Yardeni
Fed Chairman Ben Bernanke seems to agree with Ed Yardeni's upbeat assessment of the future led by the ongoing high-tech revolution.
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by
Scott Colyer
In the world of financial incendiaries, the Fed's overwhelming monetary stimulus has ignited asset prices in the United States with the force and effectiveness of napalm. Is the fire short lived?
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by
Josh Duitz
Fueled by a well-documented need for increased infrastructure spending worldwide and drawn to the asset class’ diversification, income, and competitive returns, institutional investors continue to...
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by
Stephen M. Hammers
As one of the most widely followed indexes across the globe and despite its widespread acceptance, the S&P 500 contains some inefficiencies.
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by
Paresh J. Upadhyaya
Investors are growing concerned that yields have bottomed for the 10-year Treasury and will surge as the economy gains strength.
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by
Gene Peroni
Basking in the glow of a series of record-high feats, the equity market has seemed unstoppable.
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by
Dawn Bennett
There are no positive fundamentals driving the U.S. stock market. No one has ever gotten rich by chasing markets by buying at the top.
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by
Anthony Valeri
The first quarter of 2013 witnessed the worst quarterly performance for emerging market debt (EMD) investors since 2008 and the peak of the financial crisis, as measured by the JP Morgan Global...
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