by
Brad McMillan
China’s faltering stock market presents real risks, but at this point, we don’t know whether it will turn out to be a problem at all, much less a severe one.
by
Brad McMillan
If Greece is forced out, a major segment of Europe will have to change dramatically if the Greek exit isn’t to become the first of several.
by
Anthony Valeri
History shows that the philosophy of "buy low, sell high" isn't always the best route for investors, and that buying high sometimes pays in the end.
by
Brad McMillan
What happens in Greece will have major repercussions for Europe.
by
Chris Meyer
The recent tumble in the price of crude oil and the consequent turmoil in the stocks of oil producers illustrate how market timing can go wrong, even for experts.
by
John Reese
A bottom’s up, fundamentally-oriented approach based on the investing greats can give investors the best chance for strong long-term returns.
by
Charles Tan
U.S. corporate bonds are gaining interest among foreign investors, especially in the eyes of European pension funds.
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Colin McWey
Investors who want to evaluate whether a company might improve its performance should look at three areas, says this manager.
by
Jeff Wittmoyer
As rising interest rates become more likely, investors may want to consider diversifying into alternative strategies that have greater flexibility than traditional asset classes.
by
Gershon Distenfeld
We’ve been hearing a lot lately from people who fear that rising interest rates may cause a crisis in U.S. high yield. In our view, the logic doesn’t add up.
by
Burt White
This week we pay tribute to David Letterman’s last "Late Show" with our own top 10 list.
by
Jim Cahn
Even if you want to hold stocks for decades, earnings season still matters, says this CIO.
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Ralph Segall
Before the era of quantitative easing, it was hard to imagine why anyone would pay an issuer for the privilege of lending the issuer money.
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Robert Holton
Joking about our inability to predict interest changes and other events may understate the value of systematically studying financial markets.
by
Burt White
Investors continued to embrace risk this past week as the Nasdaq reached a new high while peripheral European bonds and emerging market equities rallied.
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Brad McMillan
The Fed wants and intends to raise rates, but it remains scared to death (and rightly so) of acting prematurely and killing the recovery.
by
Vince Childers
Advisors can use them to increase portfolio efficiency, says this manager.
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Brad McMillan
Commonwealth Financial's CIO thinks we are probably moving back to a calmer environment for oil and commodity prices that will help moderate both inflation and deflation.
by
Phil DeAngelo
This manager says the Swiss bank has a top private banking franchise and its operating profitability is exceptional, with normalized margins around 40 percent.
by
Warren Pierson
Bond-market risk is now more likely to be tilted toward institutional and individual investors and away from banks and dealers, says this manager.
