Portfolio Manager Insights
Total: 66
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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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by
Jeffrey Kleintop
The stock market's stalling momentum and increasing volatility, combined with other signs evident in the market's recent behavior, suggest investors might be looking for new inspiration.
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by
Dorsey, Wright & Associates
For the sports fan, this time of year will always be associated with college basketball. The process of "seeding" teams in the NCAA Basketball Tournament can be applied to the stock market, as well.
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by
Dawn Bennett
Cyprus is a perfect example of how everything can go wrong when government gets out of control and too big.
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