by
Frederic Babu, Sam Richmond-Brown
Equity volatility represents an investible asset class which is geared toward turning uncertainty into a source of opportunity, say these managers.
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.
by Lucy O’Carroll
The world economy will likely undergo huge changes in the decades ahead that could have important implications for investors.
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.
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.
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.
by Phil DeAngelo
Blood on the streets of Europe means it's time to buy, especially in Germany.
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.
by Phil DeAngelo
The European stock market should rebound as falling oil prices stimulate consumer spending and improves business profits, says this money manager.
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.
