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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). mark for My Articles similar articles
Financial Advisor
April 2004
Jeff Schlegel
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2005
Raymond Fazzi
Stunted Growth Still-rattled investors crowd onto the value bandwagon. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2004
Eric L. Reiner
The Road To Recovery How you can help clients profit from the economic recovery. mark for My Articles similar articles
CFO
October 1, 2003
Ronald Fink
Proceed with Caution Economist Philip Arestis warns that recent signs of revival are largely illusory. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2003
Tracey Longo
Investment Outlook Where the best and brightest see things headed in 2004. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2004
Marla Brill
Recent Lessons From Behavioral Finance Don't look for logic in the way investors act, say these experts. mark for My Articles similar articles
Registered Rep.
June 19, 2012
Stan Luxenberg
Some Ports to Ride Out the Storms Go anywhere funds: Market timing, or prudent defense? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
March 22, 2004
A Bargain Hunter With A Wide Scope Bill Fries weaves many investing disciplines together at the Thornburg Value Fund mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2006
Bob Hirschfeld
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 11, 2005
Nathan Parmelee
A Bear Market Protection Plan Here are a few suggestions for keeping your portfolio intact. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2005
Russell Wild
Style War Some financial advisers argue that there's more than one way to slice a portfolio. mark for My Articles similar articles
Financial Planning
November 1, 2005
Bob Hirschfeld
Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
April 14, 2002
Rashmikant Patel
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... mark for My Articles similar articles
BusinessWeek
October 10, 2005
Lewis Braham
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles