Investment Perspectives

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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.

The World Is Flat: A Case For Global Investment Mandates

by Stephen Docherty

The benefits of “going global” extend far beyond simply enhancing the return potential for investors.

Beware Of Firms With Growing Assets

by Kenneth A. Kim

One of the hottest findings in the recent academic finance literature is known as the “asset growth anomaly” -- firms whose total assets grow from one year to the next year subsequently...

Pockets Of Opportunity In Europe, Emerging Markets

by Lisa Meyers

European equities still look inviting, but the recent pullback in emerging markets makes them inviting as Europe turns the corner and its recovery matures.

Has China Reached Its Bear Stearns Moment?

by Dawn Bennett

China's economy appears to be crashing, raising the question of whether it has reached its Bear Stearns moment, says Dawn Bennett of Bennett Group Financial Services.

Alpha In Alts: Using Liquid Private Equity To Enhance Alternative Investment Performance

by Adam Goldman

Advisors are looking for additional strategies to capture more upside for alternative investments, and listed private equity could be one tool to improve their portfolios, says this manager.

Reports Of Emerging Markets' Death Have Been Greatly Exaggerated

by Timothy Atwill

The negative sentiments about emerging market investments are flawed.

Beyond Bernanke: Hedge Against The Great Fed Unwinding

by

Quantitative easing may prove to be problematic for long-term interest rates, posing serious issues for many investors. But there are ways to guard your portfolio against interest rate risk.

Is An Avalanche Waiting To Hit The U.S. Stock Market? (The Slippery Slope Of Stupidity)

by

The U.S. economy as we know it is headed for a huge correction. Financial and economic implosion is always a slow and stealthy process that grows over time behind the scenes.

For Investors Heading For The Frontier: Active Management Adds

by

Nile Capital Management believes the dynamics of frontier markets favor active management over indexing.

Navigating Puerto Rico Waters

by

With the recent collapse in the value of Puerto Rico bonds and subsequent recovery in October and November 2013, the time is ripe for a post-mortem on this high-profile bond issuer.

A Stock-Picker's Market Emerging In 2014

by

Templeton’s Cindy Sweeting believes a selective approach to investing in emerging markets will be crucial this year.

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