by
Anthony Valeri
More speculative issuance has increased in the high-yield bond market, but we do not find it broad-based enough to offset broader credit quality dynamics...
by
William Page
In managing the Essex Global Environmental Opportunities Strategy (GEOS), we invest across nine clean technology themes. A key GEOS theme is water, which is a complex and precious resource.
by
Anthony Valeri
Recent events in Cyprus coupled with higher valuations among lower-rated bonds illustrate that high-quality bonds can still play a role in investor portfolios.
by
Jeffrey Kleintop
The Dow stands 115 percent higher than it did four years ago. However, we can not disregard the stocks behind the curtain of the great and powerful Dow.
by
Dr. Ed Yardeni
Since the start of the year, institutional investors seem to have stopped reacting to headline risk as quickly and intensely as they did since the start of the bull market.
by
Mike Temple
On-shoring, energy infrastructure reinvestment and plant replacement are three trends in the making that will shake American business out of paralysis.
by
Anthony Valeri
The re-emergence of European risks and domestic fiscal policy uncertainty helped Treasuries post their strongest weekly performance since last November...
by
Edward A. "Ned" Gray
Having underperformed global developed equity markets by nearly nine percentage points in 2012, and having produced among the weakest rates of economic growth in the developed world for much longer...
by
Jeff Kleintop
Do you feel like you are paying too much for gasoline? At least you did not have to fill up for the Daytona 500.
by
Dorsey, Wright & Associates
According to Dan Fuss, the fixed-income market is more “overbought” than at any time in his 55-year career as he prepares to open a fund to British individual investors.
by
Anthony Valeri
High-quality bonds remain unloved in financial markets in 2013.
by
Robert J. Uek
Since they went public in 2010, the performance of second-generation biofuel companies has been staggeringly poor. But there is hope on the horizon.
by
Axel Merk
Currency Wars will most importantly play out at the heart of investors' portfolios rather than in the blogoshere or on TV.
by
Anthony Valeri
Increasing merger and acquisition (M&A) activity, the threat of leveraged buy-outs (LBOs), and the risk they pose of removing cash safety nets while imposing more debt on corporate balance sheets has...
by
Axel Merk
The illusory benefit of a weaker currency is to boost corporate earnings as companies increase their exports.
by
Mike Temple
We have seen something interesting unfold over the last month in the markets – signs of what we believe are the beginning of a Treasury breakout.
While misconceptions regarding the state of clean tech investing have run rampant, we believe the long-term case for new and clean energy technology grows stronger by the day.
by
Ed Yardeni
The jump in Lipper's weekly equity mutual funds inflows since the start of the year has sparked some chatter about a "great rotation" out of bonds and into stocks.
by
William Page
The hurdles for clean technology (clean tech) equities have been steep and numerous lately...
by
Paresh J. Upadhyaya
The U.S. averted the Fiscal Cliff with passage of the "American Taxpayer Relief Act of 2012" on December 31.
