Apr 7, 2011
By Charles Paikert
Beleaguered municipal bonds received a vote of confidence from financial service executives at SIFMA’s Private Client Conference this morning....
Apr 5, 2011
By Stan Luxenberg
Worried that interest rates could rise for years to come, some investors have been dumping their bonds. But the extreme bears are probably overreacting...
Feb 11, 2011
By Diana Britton
Liquidity may be more of a return predictor than you think, according to Roger Ibbotson, chairman and chief investment officer of Zebra Capital Management. During a presentation at IMCA’s New York Consultants Conference this week, Ibbotson made the case to advisors for a portfolio that is biased toward less liquidity, yet is still relatively liquid. ...
Feb 7, 2011
By Diana Britton
During times of market trouble, investors have often turned to steady income-generating bonds. But UBS Wealth Management says that will change in the coming decade....
Feb 1, 2011
By Stan Luxenberg
To help manage risk, consider a breed of resilient bond funds that go short....
Jan 21, 2011
By Stan Luxenberg
Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. The funds aim to produce positive results almost every year. New entrants include Loomis Sayles Absolute Strategies (LABAX), GRT Absolute Return (GRTHX), and Eaton Vance Option Absolute Return Strategies (EOAAX). ...
Jan 14, 2011
By Charles Paikert
U.S. equities and small-cap stocks were given a big thumbs-up by investment strategist and money manager Richard Bernstein in his keynote speech at Fortigent’s annual Winter Forum conference in Beverly Hills Thursday morning, but emerging markets and gold are overvalued....
Jan 6, 2011
By Diana Britton
Outflows from municipal bond mutual funds are likely to continue for the next few months, given municipalities' budget problems. But, after a strong 2010, retail investors are wading back into stock funds. ...
Jan 1, 2011
By James Jessee
As we look ahead to 2011, we obviously don't know for sure what markets will bring us. But the greatest risk clients face is trying to avoid risk altogether....
Dec 16, 2010
By Diana Britton
Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities—and bearish on bonds. ...
Nov 24, 2010
By Diana Britton
Record municipal bond outflows last week represent a short-term blip in the market, according to some industry sources. The underlying causes were uncertainty about tax rates and Build America Bond subsidies, as well as seasonal supply and demand conditions, they said, all of which should be resolved or normalize by early next year....
Nov 12, 2010
By Eric Singer, manager of the Congressional Effect Fund
In normal times, gridlock is wonderful for real returns. But these aren't normal times. ...
Nov 4, 2010
By Diana Britton
The Dow closed at its highest level since Lehman went broke in 2008. Retail clients, of course, missed out and continue to be scared.. ...
Sep 1, 2010
By David A. Geracioti
A Q&A with Craig Callahan....
Aug 10, 2010
By David A. Geracioti
Craig Callahan, president and founder, ICON Advisers, a value manager based in Denver, is bullish despite the recent 16 percent drop from the April highs to the early July lows. Recently, Registered Rep. editor sat down for lunch with Craig to get his—as usual—quant-influenced and very often contrarian views on the stock market. ...
