by
Nick Kalivas
There have been clear sector winners and losers so far in 2015, but momentum headed into 2016 could be shifting.
by
John P. Calamos, Sr.
While recent job growth data has fallen short of expectations, our view is that the U.S. can still continue on its slow growth course through 2015.
by
Brad McMillan
Without some type of Republican internal agreement on at least whom to elect as speaker, it’s hard to see any resolution to the debt ceiling debate.
by
Adam Peck
For advisors seeking to capitalize on potential housing growth, the obvious sector to explore is home builders, but there are other more subtle ways to invest in the trend.
by
Burt White
The famous sayings of Yankee great Yogi Berra provide a good philosophical foundation for dealing with the ups and downs of today's market.
by
John Pearce
After three years of record low volatility, covered call strategies might once again be poised for outperformance, says this manager.
by
John P. Calamos, Sr.
As we know, uncertainty about the Fed’s plans for raising short-term rates remains a key driver of market volatility...
by
Brad McMillan
Monday's stock market decline surprisingly generated little concern among investors, which is in some respects a good thing.
by
David Schulz
Is the traditional approach coming up “short” in today’s market?
by
Fran Seegull
Investing in sustainable agriculture can fuel both systemic change and meaningful impact, says this portfolio manager.
by
Brad McMillan
With the presidential nomination races heating up and another debt-ceiling battle looming, the political threats to the economy are more worrisome than the economic threats.
by
John Taylor
Fixed-income indices can provide useful snapshots of fixed-income markets, but they have big limitations as investment strategies.
by
Terry Kontos, Justin Lam, Willis Tsai
Despite their lofty returns, today’s tech companies are not the second coming of Pets.com and other over-hyped companies that crashed and burned in the 1990s.
by
Brad McMillan
For institutional investors, China’s situation brings back old memories—specifically, the Asian financial crisis of 1997–1998.
by
Peter Beer
As Manchester demonstrates, organizations producing high-demand, live content are among those best positioned to thrive in the condensed, interconnected, informational 21st century.
by
Brad McMillan
Future strong market returns now require valuations to move above 2007 levels and closer to the levels of 2000.
by
Gary Stroik
Index funds might not provide enough diversification during the next big market downturn.
by
Burt White
Investors were braced for an earnings decline in the second quarter of 2015 but will almost certainly end up with another quarterly earnings gain.
