Portfolio Manager Insights

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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.

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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.

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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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Fundamental And Technical Reasons To Be Bullish On The Oil And Gas Sector

by Phil DeAngelo

Slumping oil prices have made the oil sector the most oversold relative to the S&P, but evidence suggests the worst of the correction has passed.

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Europe’s Stock Market Offers Deep Value For Long-Term Investors

by Phil DeAngelo

The European stock market should rebound as falling oil prices stimulate consumer spending and improves business profits, says this money manager.

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Eurozone Could Offer A New World Of Possibilities For U.S. Investors

by Paul Jackson

The current stretched valuations in the U.S. suggest a certain vulnerability, but Europe does not have that problem, says this research director.

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Bond Swaps Mitigate Tax Liabilities And Reduce Interest-Rate Risk

by Scott Coyler

Bond swaps not only mitigate tax liabilities, but can also improve the quality of clients’ fixed-income holdings going into 2015.

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Brazil Stock Market A Bargain Buying Opportunity After Post-Election Sell Off

by Phil DeAngelo

The negative sentiment surrounding Brazil makes for an excellent contrarian investment.

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Hedge Funds: Does It Pay To Pay For Them?

by

Hedge funds need to burnish their image by articulating their diversification and performance benefits.

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‘Total’ Solutions for Today’s Fixed Income Market

by ,

Fixed income remains critical to most investors as a potential source of steady income and a balance to the risks and opportunities elsewhere in a portfolio, say these BlackRock managers.

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