Investment Perspectives

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The Opportunity In High Yield

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The asset class has begun to recoup ground and its fundamentals overall are still strong, say these managers.

Pause, Refresh And Reinforce

by Gene Peroni

In the wake of a sell-off inspired by conflict in Russia and Israel, technical analysis indicates the worst of the near-term downside may be behind us, says market strategist Gene Peroni Jr.

Don’t Judge A Book By Its Cover

by Kenneth A. Kim

Many public companies base their capital expenditures on whatever investors happen to desire at the time—such as paying dividends.

Truth And Consequences

by Gary Stroik

Investors who are anxious to chase rising indexes by adding more risk to their portfolios need to understand the potential consequences of such a move, says Gary E...

The U.S. GDP Number Doesn’t Lie

by Dawn Bennett

Housing starts, personal consumption expenditure and durable good orders show the truth, says portfolio manager Dawn Bennett.

Benefits Of Optimizing Portfolio Capture Ratios

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Over the past decade, many investors have discovered that conventional passive growth stock approaches failed to meet their goals.

Why The Middle East Matters: Oil Prices And The U.S. Economy

by Brad McMillan

Rising turmoil in two major oil-producing states, Iraq and Iran, spells trouble, but the U.S. is much better positioned to ride out the storm than it has been in the past.

Quality In A Changing World

by Jan van Eck

A money manager asks: Could there be a better way to invest in international and emerging markets than just buying the entire broad market?

Retail Apocalypse And Negative GDP Point To Unsustainable U.S. Stock Market

by Dawn Bennett

Evidence continues to pile up that the next recession has already begun.

Designing For Resource Efficiency

by Pieter Busscher

A number of software companies are well positioned to benefit from expected growth in the 3D modeling market, says RobecoSAM portfolio manager Pieter Busscher.

Crashes, Cash And The Art Of Long-Term Investing

by Steve Vannelli

If you could choose what happens in the stock market tomorrow, would you prefer it to double or drop by two-thirds? For long-term investors, the choice may not be as obvious as it seems, says this...

Are Activists Short-Term Investors?

by Ken Squire

No more so than mutual funds, says the founder of the 13D Activist Fund.

Can Earnings Stem The Tide?

by Mike Boyle

If one looks at equity returns so far in 2014 compared to 2013, it is clear the "Polar Vortex" hasn't only been affecting the weather.

Taking Emotion Out Of Taking Risk

by Peter A. Langerman

The current market calls for a balanced approach, not throwing all your chips down at once and buying every high flier out there, says Peter A. Langerman, CEO of Franklin Templeton's Mutual Series.

Run For The Roses

by Jeffrey Kleintop

The price trends for thoroughbred racehorses are a good indicator of the strength of the economy, says Jeffrey Kleintop, LPL Financial's chief market strategist.

One Year Later

by Anthony Valeri

The animal spirits of business leaders and investors may be re-emerging, resulting in more investment that may herald better growth.

Missing Out In Emerging Markets

by Nathan Rowader

Investors who are shunning emerging markets are missing an opportunity to get EM exposure at historically low valuations, says Forward's director of investments.

Advisors, Watch Your Back, The Securities Litigators Are Lurking!

by Kenneth A. Kim

When the markets suddenly tank, suddenly it’s your fault. Your clients might even try to sue you.

How Local?

by Gerardo Rodriguez and Sergio Trigo Paz

Although emerging markets local debt has corrected sharply, these two managers see encouraging and important signs for investors seeking strategic exposures to the secular EM growth story.

Convincing Illusions And Invisible Realities

by Gary Stroik

Using performance information without understanding where it came from, or what may have contributed to it, can be dangerous, says the CIO of WBI Funds.

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