Investment Perspectives

[1]  177 178 179 180 181 182 183 184   [185]

Will Resolution of the Fiscal Cliff Squelch Consumption?

by

The U.S. averted the Fiscal Cliff with passage of the "American Taxpayer Relief Act of 2012" on December 31.

The Fed's Bond Diet

by

We continue to favor corporate bond sectors in fixed income portfolios and their greater yields as defense against rising interest rates.

Uncovering Fixed Income Opportunities In 2013

by

In this environment of sluggish growth, we think a number of fixed income sectors still hold some potential for investors.

High-Yield In Name Only

by

High-yield bonds may be "high-yield" in name only now. Robust demand for corporate bonds pushed the average yield on high-yield bonds further into record-low territory, closing at 5.75% last week.

New Year, New Tax Rates: Time For A New Investing Approach

by

With capital gains tax rates increasing in 2013, investors are likely to turn over an even larger portion of investment returns to the IRS.

Sour Start To New Year

by

We do not believe the recent bond market sell-off is the start of a sustained move higher in interest rates...

Clients May Have To Suffer Further Before Stock Prices Become Attractive

by

Considerably more pain will be required before patient investors have an opportunity to purchase stocks at attractive prices. Here's why.

Merk 2013 Dollar And Currency Outlook

by

Sidetracked by the discussion over the “fiscal cliff” and possibly a New Year’s hangover, it’s time to face 2013 in earnest...

The Cliff, The Ceiling And Your Investments

by

December 31 was a media deadline, not a real deadline for a "fiscal cliff resolution," since Congress could act retroactively.

The Path Of Least Resistance

by

In 2013, many different forces will combine to influence the direction of the markets to follow the path of least resistance leading to modest single-digit returns in the U.S. stock and bond markets...

Outlook For 2013

by

Equity markets in the US performed very well during 2012, in our view, despite continued uncertainty...

European Diamonds In The Rough

by

There has been a tremendous amount of coverage in the global press given to the European debt crisis...

Hidden Treasury Risks?

by

While Treasuries are said to have no default risk as the Federal Reserve (Fed) can always print money to pay off the debt, hidden risks might be lurking...

US Federal Spending

by

Federal government spending has flattened out around $3.5 trillion at an annual rate since mid-2009. This follows a big jump during the previous two years. Dr...

China Stocks Rebound

by

China’s Shanghai-Shenzhen 300 has been among the worst-performing stock markets so far this year. However, it jumped 5.0 percent last week on better economic news out of China.

Less Than One Month To The Fiscal Cliff!

by

On the morning of the election, U.S. stocks sported a year‐to‐date return of 15 percent. Seven trading days later that figure had shrunk to 9.7 percent. What’s going on?

The Resurgence Of An Old, Yet Familiar Strategy

by

What's a saver and investor to do today in today's near-zero interest rate environment? Eric Metz of RiverNorth says a well-known options strategy may help.

Four American Stocks For The Next Economy

Garvin Jabusch is co-founder and chief investment officer of Green Alpha Advisors, and is co-manager of the Green Alpha Next Economy Index, or Ganex and the Sierra Club Green Alpha Portfolio...

How Can Balanced Investors Mitigate Their Equity Risk?

Over the past three decades, bonds have provided balanced investors with the best of both worlds...

Why We Believe We Are Not in a High Yield Credit Bubble: The Case for High Yield

With yields near all-time lows, and bond issuance near an all-time high, is the U.S...

[1]  177 178 179 180 181 182 183 184   [185]