Nearly half of surveyed business leaders now say the lousy economy won't improve until 2011 — at the earliest.
Stock picking in the current market requires a renewed focus on corporate economics and balance sheets, said Larry Coats, manager of the Oak Value Fund (OAKVX).
Business leaders in the United States are becoming increasingly alarmed — again — about the state of the economy.
After nearly four years of linking its management fee directly to its investment performance, TFS Small Cap Fund (TFSSX) is raising the white flag and reverting to a more traditional static expense ratio.
Despite double-digit unemployment, big deficits and a raft of other looming concerns, the economy isn't bad enough to justify the more than $9 trillion sitting on the sidelines in various low-yielding bank instruments.
Corporate-dividend payouts have fallen over the past few years, but the bottom is now in sight, according to Job Curtis, manager of the $570 million Henderson Global Equity Income Fund (HFQAX).
Despite last year's rally, there remains a pocket of opportunity among those stocks that have lagged the overall market, according to Mark Donovan, manager of the $500 million John Hancock Disciplined Value Fund Ticker:(JVLAX).
The top-down macroeconomic themes all tilt in favor of globally diversified cash-rich companies, according to Karl O. Mills, president and chief investment officer at Jurika Mills & Keifer LLC.
The recent pattern of money flows into bank deposits suggests growing investor concerns that an inflationary period is looming, according to Dan Geller, executive vice president at researcher Market Rates Insight.
Municipal bonds are an ideal alternative to low-yielding cash allocations and could be the perfect place to invest in an environment of rising taxes, according to Thomas Dalpiaz, a portfolio manager at Advisors Asset Management Inc.
