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Financial Advisor November 2007 Alan Lavine |
More Than The Sum Of Its Parts Advisors may have their doubts, but new global funds have a go-anywhere approach, and they're gearing up to survive credit crunches and market corrections. |
Financial Advisor May 2008 Alan Lavine |
Value Fund Managers Find Bargains Value fund managers, who have been snapping up large company stocks they expect to perform well in an economic rebound, say they have time on their side. |
Financial Planning January 1, 2010 Donald Jay Korn |
Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management. |
Financial Planning January 1, 2007 Donald Jay Korn |
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. |
Financial Advisor December 2007 Alan Lavine |
Cautious Optimism Most equity managers are expecting a soft economy in 2008, but how sluggish it will be is subject to disagreement. |
BusinessWeek December 25, 2006 Lauren Young |
Mutual Funds: It's The Large Caps' Turn To Shine Forecasts of a slower-growing economy have more money managers thinking big. |
Financial Advisor February 2, 2009 Alan Lavine |
Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing. |
Financial Advisor April 2004 Alan Lavine |
Overseas Stock Funds Poised For Strong Performance A weak U.S. dollar, strong performance prompt renewed interest. |
Financial Planning January 1, 2011 Daniel Jay Korn |
Outlook 2011: A Modest Proposal Hopefully this year's results will skew more toward boom than gloom. Even so, planners might want to add a few safe havens to clients' portfolios in case the three-peat turns out to be yet another 21st-century bear market. |
Financial Advisor August 2006 Alan Lavine |
Emerging Bond Market Stalls Investor concern about the U.S. economy casts a long shadow. |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Planning May 1, 2008 Elizabeth O'Brien |
Going Global Now While the initial impact of the credit crunch hit fixed-income markets the hardest, the longer-term effects have extended into world equity markets in the form of a substantial correction. |
Financial Advisor September 2010 Alan Lavine |
Gold Stays In Spotlight But investors wrestle with issues surrounding the metal. |
Financial Planning November 1, 2007 Kathy Gevlin |
In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters. |
Financial Advisor April 2009 Alan Lavine |
Gold Gone Wild? Safe-haven buying has driven up its price, but gold is still a risky and volatile investment. |
Financial Advisor December 2008 Eric Uhlfelder |
Where Are We Headed? This year will be remembered as one of the worst investors have ever known. Extreme caution is required before moving back into the markets in 2009. |
Financial Advisor December 2007 Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
Financial Planning May 1, 2007 Kathy Gevlin |
Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter. |
Financial Advisor March 2007 Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
The Motley Fool January 20, 2006 Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |
Financial Planning February 1, 2008 Stacy Schultz |
Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter. |
Financial Planning January 1, 2006 Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
BusinessWeek August 6, 2007 James C. Cooper |
Credit Is Tightening--And That's Fine Credit tightening is curbing some of the frenzy, and a severe financial crunch is unlikely. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
Financial Advisor February 2, 2009 Bruce W. Fraser |
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. |
Financial Advisor January 2005 Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
Registered Rep. August 1, 2006 David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? |
Financial Planning October 1, 2011 Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
Financial Planning November 1, 2005 |
Mutual Fund Monitor The current difference in inflation-adjusted fund yields has narrowed, suggesting that foreign bonds no longer have a valuation advantage over U.S. bonds. Plus, the dollar may not be as overvalued as it once was in relation to several developed regions, Europe in particular. |
Financial Advisor July 2005 Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups. |
Financial Planning February 1, 2007 Elizabeth O'Brien |
Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter. |
BusinessWeek October 6, 2003 Lewis Braham |
Amid Turmoil, Funds Take Off During the third quarter, equities rallied up a storm. |
On Wall Street April 1, 2012 Elizabeth Wine |
SMAs Tough It Out Those managers who rose to the top of the heap in the separately managed accounts industry carefully researched and weighed their options before making their moves. And it wasn't easy. |
Financial Planning January 1, 2005 Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
Financial Planning January 1, 2013 Laton McCartney |
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. |
Financial Advisor December 2006 Raymond Fazzi |
Flying Blind Money managers find themselves vexed about the U.S. economy's direction. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
Financial Planning November 1, 2012 Laton McCartney |
Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well. |
Financial Advisor September 2009 Alan Lavine |
Hedging Your Bets With Gold Gold is seen as a defensive play by some, and a long-term diversification strategy by others. |
Financial Planning August 2, 2007 Kathy Gevlin |
Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market. |
Financial Advisor February 2006 Alan Lavine |
The Gold Rush The outlook for precious metals is bright, but the risks are still there. Can gold and precious metals mutual funds continue their stellar performance after a few years of outstanding returns? |
Financial Planning August 1, 2006 Elizabeth O'Brien |
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. |
Investment Advisor January 2008 Jeff Joseph |
The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets. |
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 2011 Eric Rasmussen |
Frisky Business What to expect from five fund categories in 2011: Large caps... Small Caps... Mid Caps... International Stocks... Real Estate... |
BusinessWeek May 28, 2007 James C. Cooper |
Inflation Wild Cards Will Keep The Fed On Hold Demand, costs, and global forces raise new questions for prices. |
On Wall Street February 1, 2012 Milton Ezrati |
A Very Brief Tour Of Global Investment Prospects This year, like last, presents investors with an array of risks. Europe seemingly creates new financial and economic concerns daily, while, in the United States, fiscal questions and election uncertainties trouble the outlook. |
Financial Advisor October 2004 Dorothy Hinchcliff |
Stepping Cautiously In The Bond Market Experts expect interest rates to rise, and are carefully assessing options. |
Financial Advisor October 2008 Alan Lavine |
Looks Like An Encore Over the past one and a half years, growth stocks have outperformed value stocks for the first time since 2000. This, say some money managers, could be a harbinger of things to come. |
Financial Advisor May 2008 Evan Simonoff |
After The Storm As the mushrooming subprime loan crisis enters its tenth month, a growing list of questions begs answers. |