by Paul Jackson
The current stretched valuations in the U.S. suggest a certain vulnerability, but Europe does not have that problem, says this research director.
by Scott Coyler
Bond swaps not only mitigate tax liabilities, but can also improve the quality of clients’ fixed-income holdings going into 2015.
by Phil DeAngelo
The negative sentiment surrounding Brazil makes for an excellent contrarian investment.
by
Andrew McCaffery
Hedge funds need to burnish their image by articulating their diversification and performance benefits.
by
Rick Rieder, Bob Miller
Fixed income remains critical to most investors as a potential source of steady income and a balance to the risks and opportunities elsewhere in a portfolio, say these BlackRock managers.
by Gary Stroik
Human nature may make it difficult for us to be perfectly rational when we think about our investments.
by Kenneth A. Kim
Here's a simple and easy way of evaluating a portfolio manager's performance, says this financial strategist.
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.
by
Brian Andrew
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.
by
Jim Larkins
Value stocks have three stages: a plummet below intrinsic value; earnings acceleration and p/e multiple expansion.
by
Anthony Valeri
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.
by
Dennis Stattman
Forward-thinking advisors and investors need to redouble their focus on markets beyond the U.S.
by
Greg Hopper
Investors should focus more on credit quality than on interest rates.
by
Anthony Valeri
Whether current bond weakness continues, stabilizes or reverses may depend on key factors at this week's Fed meeting, says LPL's market strategist.
by
John P. Calamos, Sr.
While growth stocks’ prices are low relative to value stocks, their earnings prospects are significantly better.
by
Burt White, Jeff Buchbinder
The authors believe these three Rs are all key components in evaluating the opportunity for further stock market gains.
by
Stephen Kwa
Smart beta presents a beguiling prospect to investors with claims of regularly outperforming market cap-based indices. Appearances, however, can be deceiving.
by
Riad Younes
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...
by Joseph Welsh
Senior loans typically have low interest rate sensitivity and historically have delivered solid performance across various interest rate environments.
by
Gary Black
In the view of Calamos' Gary Black, there's a simple matrix for predicting the performance of the stock market.
