Portfolio Manager Insights

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Changes To Bond Markets Create Liquidity Concerns And Systemic Issues Bond Investors Should Consider

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Bond-market risk is now more likely to be tilted toward institutional and individual investors and away from banks and dealers, says this manager.

Good Things To Life

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GE's plan to sell its real estate portfolio and much of its financing business has broad implications beyond the company and its stock price.

Here Be Dragons?

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As the U.S. economic recovery approaches its sixth anniversary, prognosticators may be well-advised to borrow from the practice of medieval mapmakers.

A Taxing Issue

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What seems certain as we look into 2015 is that the debate about what is a “fair” rate of tax should continue to rage, says an investment director for Aberdeen Asset Management.

Home Builders’ Stock Prices Rebound After Winter Lull

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Home builders have managed to scale to the top of the leader board this year after lagging the stock market in 2014.

Employment Report Hits a Big Pothole

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Many are viewing the bad month for employment as the final piece in the puzzle that says the economy is moving back to recession. I don’t think so.

Hedge Fund Investing: Without a Crystal Ball (Or A Basketball)

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Building an alternatives portfolio is a bit like building a basketball team.

The Real 401(k) Rip-off That Insurance Companies Don’t Want Your Clients To Know About

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Stable value funds are offered in about half of all 401(k) plans, but their lack of transparency can hide hidden fees that eat into investor returns.

Talking 'Bout My Generation

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What do retiring baby boomers have to do with job creation and low inflation?

Business Development Companies Poised To Outperform

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After a dismal performance in 2014, business development companies are enjoying a reversal of fortune, floating to the top of the leaderboard in the New Year.

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