Investment Perspectives

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Growth Pains

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As Europe and Japan struggle with poor economic indicators, it's important to note that strong gross domestic product growth does not necessarily translate into healthy investment returns, says...

Does Net Neutrality Matter?

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Ultimately, it won't, says Brad McMillan, CIO of Commonwealth Financial Network.

You Can’t Buy Market Insurance, But You Can Protect Your Portfolio

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Buying a downside put on the market can effectively protect portfolio assets from downward spikes, says this manager.

Europe And The Grecian Formula

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All Greek dramas aside, Europe already is starting to show signs of pronounced rebounds, says Matt Lloyd of Advisors Asset Management.

After Aligning Perfectly In 2014, What's In the Stars For Munis In 2015?

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Pension liabilities present the biggest long-term fiscal challenge for many state and local governments. Issuers’ ability to implement reform will be a key differentiator in the market.

European QE Will Probably Be A Mixed Bag

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QE will jumpstart Europe’s stock markets, but it’s unlikely to save the economy.

The Eye Of The Beholder

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By sticking with a disciplined security selection process, you'll be far less likely to pay auction house prices for a yard sale stock, says the CIO of WBI Investments.

The Oil Price Plunge: We’ve Been Here Before

by Marian Kessler

Despite the new energy paradigm since the 1970s, there have been only a handful of times in the last four decades where the price of oil has fallen as much as it has in the last six months.

The Upside Of Seeing The Downside

by Jim Jessee

The five-year bull market won't tell you everything about investment managers' performance.

Five Reasons To Buy India ETFs Even After Last Year’s Monster Rally

by Phil DeAngelo

This portfolio manager says the world’s largest democracy shows no signs of cooling off in 2015.

Outlook 2015: Emerging Market Equities

by Allan Conway

Challenges remain in these countries, especially if there's a strong U.S. dollar.

Taking Off The Training Wheels: Integrating Equity Volatility As An Asset Class

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Equity volatility represents an investible asset class which is geared toward turning uncertainty into a source of opportunity, say these managers.

Outlook For 2015 – Peroni Report January 2015

by Gene Peroni

The Dow Jones industrial index should grow to at least 20,000, which is shaping up as a good year for mid-cap and small-cap stocks, according to Gene Peroni Jr., portfolio manager at AAM.

Horizon Gazing

by Lucy O’Carroll

The world economy will likely undergo huge changes in the decades ahead that could have important implications for investors.

It Wasn't Supposed To Be Like This

by Luke Bartholomew

The U.S. economy shows little sign that it can go back to the 3 percent-plus average growth it enjoyed before the 2008 crash, says this investment manager.

Stocks Likely To Tread Water Through Year End Before Moving Higher In 2015

by Gary Black

Declining oil prices are among the factors that will contribute to near-term volatility, Calamos CIO Gary Black says, but he sees continued upside for U.S. stocks in 2015.

A Missed Opportunity

by Andy Rothman

China’s rulers recently missed an opportunity to begin dealing with an important long-term obstacle to the country’s continued growth and stability.

A European Buying Opportunity

by Phil DeAngelo

Blood on the streets of Europe means it's time to buy, especially in Germany.

Fundamental And Technical Reasons To Be Bullish On The Oil And Gas Sector

by Phil DeAngelo

Slumping oil prices have made the oil sector the most oversold relative to the S&P, but evidence suggests the worst of the correction has passed.

Europe’s Stock Market Offers Deep Value For Long-Term Investors

by Phil DeAngelo

The European stock market should rebound as falling oil prices stimulate consumer spending and improves business profits, says this money manager.

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