Investment Perspectives

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Good Things To Life

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GE's plan to sell its real estate portfolio and much of its financing business has broad implications beyond the company and its stock price.

Here Be Dragons?

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As the U.S. economic recovery approaches its sixth anniversary, prognosticators may be well-advised to borrow from the practice of medieval mapmakers.

A Taxing Issue

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What seems certain as we look into 2015 is that the debate about what is a “fair” rate of tax should continue to rage, says an investment director for Aberdeen Asset Management.

Home Builders’ Stock Prices Rebound After Winter Lull

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Home builders have managed to scale to the top of the leader board this year after lagging the stock market in 2014.

Employment Report Hits a Big Pothole

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Many are viewing the bad month for employment as the final piece in the puzzle that says the economy is moving back to recession. I don’t think so.

Hedge Fund Investing: Without a Crystal Ball (Or A Basketball)

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Building an alternatives portfolio is a bit like building a basketball team.

The Real 401(k) Rip-off That Insurance Companies Don’t Want Your Clients To Know About

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Stable value funds are offered in about half of all 401(k) plans, but their lack of transparency can hide hidden fees that eat into investor returns.

Talking 'Bout My Generation

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What do retiring baby boomers have to do with job creation and low inflation?

Business Development Companies Poised To Outperform

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After a dismal performance in 2014, business development companies are enjoying a reversal of fortune, floating to the top of the leaderboard in the New Year.

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.

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