Investment Perspectives

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

At The Crossroads

by Rick Andrews

The U.S. economy, specifically the U.S. dollar, is at a crossroads now that the Federal Reserve Bank’s unprecedented “Quantitative Easing” policy is gradually being cut back.

Pass The Buck

by

There are some messages in the currency tea leaves that we can read and use to determine how our asset allocation strategy may be affected, says this CIO.

Lifecycle Of An Investment

by

Value stocks have three stages: a plummet below intrinsic value; earnings acceleration and p/e multiple expansion.

The State Of States

by

A seasonal increase in new municipal bond issuance may be a catalyst to lower returns after a strong 2014, says LPL Financial market strategist Anthony Valeri.

To Take Investors Global, Look To Japan And Europe

by

Forward-thinking advisors and investors need to redouble their focus on markets beyond the U.S.

Invested In High-Yield Bonds?

by

Investors should focus more on credit quality than on interest rates.

Fed Nerves

by

Whether current bond weakness continues, stabilizes or reverses may depend on key factors at this week's Fed meeting, says LPL's market strategist.

Why Growth Stocks Now?

by

While growth stocks’ prices are low relative to value stocks, their earnings prospects are significantly better.

Back To School With The Three Rs: Revenues, Reinvestment, And Renaissance

by ,

The authors believe these three Rs are all key components in evaluating the opportunity for further stock market gains.

There’s Nothing Smart About Smart Beta

by

Smart beta presents a beguiling prospect to investors with claims of regularly outperforming market cap-based indices. Appearances, however, can be deceiving.

International Developed And Emerging Markets

by

Since late in the first quarter, a sudden and steady rotation has been taking place in international markets, sharply reversing a trend established for more than two years, says the co-founder of R...

Senior Loans Are Good For Your 'Core'

by Joseph Welsh

Senior loans typically have low interest rate sensitivity and historically have delivered solid performance across various interest rate environments.

Yellen And Putin: New Odd Couple Driving The Markets

by

In the view of Calamos' Gary Black, there's a simple matrix for predicting the performance of the stock market.

The Opportunity In High Yield

by ,

The asset class has begun to recoup ground and its fundamentals overall are still strong, say these managers.

Pause, Refresh And Reinforce

by Gene Peroni

In the wake of a sell-off inspired by conflict in Russia and Israel, technical analysis indicates the worst of the near-term downside may be behind us, says market strategist Gene Peroni Jr.

Don’t Judge A Book By Its Cover

by Kenneth A. Kim

Many public companies base their capital expenditures on whatever investors happen to desire at the time—such as paying dividends.

Truth And Consequences

by Gary Stroik

Investors who are anxious to chase rising indexes by adding more risk to their portfolios need to understand the potential consequences of such a move, says Gary E...

The U.S. GDP Number Doesn’t Lie

by Dawn Bennett

Housing starts, personal consumption expenditure and durable good orders show the truth, says portfolio manager Dawn Bennett.

Benefits Of Optimizing Portfolio Capture Ratios

by

Over the past decade, many investors have discovered that conventional passive growth stock approaches failed to meet their goals.

Why The Middle East Matters: Oil Prices And The U.S. Economy

by Brad McMillan

Rising turmoil in two major oil-producing states, Iraq and Iran, spells trouble, but the U.S. is much better positioned to ride out the storm than it has been in the past.

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