Results for "Portfolio Manager Perspectives"
Displaying 232 results
October 28, 2009
Growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management. Mr. Samuelson,...
October 27, 2009
Investors will be paying close attention to the direction of the equity markets in the coming days in light of the recent market volatility that has tested the strength of the eight-month rally, according to Uri Landesman, head of global growth...
October 26, 2009
Even though equities are already riding the stock market's rally since March, they're still too attractive to ignore, according to Margie Patel, who manages nearly $1 billion in two balanced funds for Evergreen Investments. By overseeing both...
October 23, 2009
The rally in commodities over the past few weeks has been closely linked to the weakness of the U.S. dollar, according to Charl Malan, who is part of the investment team managing $1.7 billion in two commodity funds at Van Eck Global. It is not...
October 22, 2009
Global infrastructure investments could represent an opportunity at this stage of the stock market rally, according to Tim Knepp, chief investment officer of Genworth Financial Asset Management Inc., which has $7 billion under management. “If...
October 20, 2009
Despite the 60% stock market rally since the March low, many consumers remain fixated on the immediate reality of unemployment, and that is preventing a lot of investors from participating in the rally, according to Kevin Mahn, chief investment...
October 15, 2009
With the stock market rallying for nearly eight months, it might be easy to overlook the opportunities in the credit markets, according to Kristin Ceva, head of global fixed-income investing at Payden & Rygel. “From a fixed-income point of...
October 14, 2009
Embracing the stock market's seven-month rally comes with some mixed emotions for Rodney Johnson, manager of the Dent Tactical ETF (DENT). “I'm very fearful of the equity markets. They have risen too far, too fast, and I don't see a strong...
October 13, 2009
As third-quarter corporate earnings reports start rolling out over the next few weeks, Wall Street will be paying particular attention to top-line revenue growth, according to Uri Landesman, head of global growth at ING Investment Management...
September 28, 2009
Energy continues to be the theme for Jerry Jordan, manager of the $110 million Jordan Opportunity Fund (JORDX). The top-down strategy, which has been playing the energy sector to varying degrees for most of the past decade, is currently focused...
September 21, 2009
The rise in the price of gold is only getting started, according to Thomas Winmill, president of Midas Management Corp. and manager of the $115 million Midas Fund. Whether you look at gold as a commodity or an alternative currency, there are...
September 18, 2009
Tom Forester, manager of the Forester Value Fund, will bring into the fourth quarter a cautiously optimistic perspective that will include a bit of his trademark profit-taking from some of the portfolio's best performers. Mr. Forester, president...
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