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Registered Rep. March 1, 2003 Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Real Estate Portfolio Mar/Apr 2004 Christopher M. Wright |
Q&A with Jeremy Grantham Real Estate Portfolio recently asked celebrated investment manager and noted bear Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co. LLC, to share his thoughts on the capital markets and REIT stocks. |
Financial Advisor April 2005 Raymond Fazzi |
Stunted Growth Still-rattled investors crowd onto the value bandwagon. |
Financial Advisor March 2004 Marla Brill |
Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005. |
Financial Advisor August 2004 Evan Simonoff |
Bear Brawl Comes Up Short FPA Capital's Robert Rodriguez and Grantham Mayo's Jeremy Grantham faced off to argue with a bond fund maven, Citigroup's Joe Deane, who was much more bullish on stocks than on his own asset class. The exchange took place at Morningstar's annual mutual fund conference. |
Financial Advisor February 2004 Eric L. Reiner |
The Road To Recovery How you can help clients profit from the economic recovery. |
CFO October 1, 2003 Ronald Fink |
Proceed with Caution Economist Philip Arestis warns that recent signs of revival are largely illusory. |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
Financial Advisor May 2006 Raymond Fazzi |
The Value Run Continues While investors may be waiting for some exciting developments in the growth arena, it hasn't happened yet. And as equities continue down their boring single-digit-return path, value managers continue to largely outperform their growth counterparts. |
Financial Advisor December 2010 Raymond Fazzi |
Riding A Global Tailwind Despite the tepid U.S. economy, investment managers feel global growth provides the impetus for a positive investment outlook in 2011. |
Financial Advisor April 2006 Alan Lavine |
Eyes Are On Foreign Stocks The declining value of the dollar and a strong global economy bodes well for foreign stocks, despite a decade of underperformance in the 1990s. But some experts worry emerging markets are overheating. |
Financial Advisor February 2007 Raymond Fazzi |
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. |
Financial Advisor December 2003 Tracey Longo |
Investment Outlook Where the best and brightest see things headed in 2004. |
The Motley Fool November 24, 2009 Amanda B. Kish |
Bad News for the Rally The stock market is up more than 60% from its lows this past March, and investors have reacted with one overriding emotion -- fear. |
BusinessWeek April 12, 2004 Lauren Young |
Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers. |
Financial Advisor April 2004 Marla Brill |
Recent Lessons From Behavioral Finance Don't look for logic in the way investors act, say these experts. |
Registered Rep. June 19, 2012 Stan Luxenberg |
Some Ports to Ride Out the Storms Go anywhere funds: Market timing, or prudent defense? |
Financial Planning May 1, 2005 Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
Financial Advisor December 2004 Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
Financial Advisor February 2008 Alan Lavine |
Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market. |
The Motley Fool March 24, 2005 Nathan Slaughter |
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. |
BusinessWeek September 12, 2005 Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
BusinessWeek March 22, 2004 |
A Bargain Hunter With A Wide Scope Bill Fries weaves many investing disciplines together at the Thornburg Value Fund |
BusinessWeek March 1, 2004 Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. |
The Motley Fool January 27, 2010 Amanda B. Kish |
Is a New Bubble Forming? At least one prominent guru is back to predicting doom and gloom, in the shape of yet another asset bubble forming right this very moment. |
Finance & Development June 1, 2000 Mohamed A. El-Erian |
Where Are Emerging Markets Headed? The emerging markets look very different in early 2000. Growth is picking up in most economies, with countries like Brazil also making remarkable financial recoveries and Mexico just being upgraded by Moody's to the much-coveted investment rating. |
BusinessWeek May 14, 2009 James Cooper |
Business Outlook: Some Glimmers in the Profits Outlook The stock market has lurched upward on signs that recovery could come sooner and stronger than thought. But the rally's sustainability will depend on earnings. |
Financial Advisor February 2005 Raymond Fazzi |
A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top. |
Investment Advisor January 2006 Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
Registered Rep. February 1, 2005 Stan Luxenberg |
Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
BusinessWeek June 26, 2006 Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
The Motley Fool January 11, 2005 Nathan Parmelee |
A Bear Market Protection Plan Here are a few suggestions for keeping your portfolio intact. |
Registered Rep. June 28, 2010 Stan Luxenberg |
Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week. |
Registered Rep. June 1, 2005 Stan Luxenberg |
This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar. |
Financial Advisor March 2011 Eric Rasmussen |
Growth A-Go-Go Growth stocks are looking good, not only for what they promise in gains, but because they might be sweet deals. |
Financial Planning June 1, 2005 Russell Wild |
Style War Some financial advisers argue that there's more than one way to slice a portfolio. |
Financial Planning November 1, 2005 Bob Hirschfeld |
Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend. |
The Motley Fool April 24, 2007 Amanda B. Kish |
Columbia Acorn Goes Nuts This fund is as sturdy as an oak. Long-time lead portfolio manager Charles McQuaid has served as skipper of the fund since 1978, and is assisted by co-portfolio manager Robert Mohn, who has been on board since 2003. |
Investment Advisor November 2005 |
Catching Up With . . . Quincy Krosby of The Hartford The company's chief investment strategist discusses the economic and geopolitical events that are influencing financial advisors and investors alike. |
The Motley Fool June 9, 2004 Rex Moore |
Battling the Bears It's been one year since a "bear scare." What have we learned? Last year, a stock rally drove some bears out of hibernation, literally "distressing" at least one of them. But equities continued their steady pace upward, and the market timers once again came up short. |
Financial Advisor October 2005 Alan Lavine |
Tech Stocks: Down So Long That They Look Up After trailing the broad market over the past several years, some analysts expect tech stocks to rally. Their price-to-earnings multiples are low in relation to future earnings. |
The Motley Fool December 18, 2003 Motley Fool Staff |
Why Stock Prices Go Up and Down If a company's profits keep growing, its stock price will follow suit -- eventually. Corporate earnings drive stocks in the long run. In the short run, though, there are many different reasons stock prices flitter up and down. Don't take all moves too seriously. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
BusinessWeek October 10, 2005 Lewis Braham |
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. |
The Motley Fool June 8, 2004 Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
The Motley Fool March 25, 2004 |
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success. |
The Motley Fool September 3, 2009 Dan Caplinger |
Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it. |
Registered Rep. April 1, 2008 Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |