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.
International money managers drawn to dividends have been gobbling up shares of U.S.-based companies over the past year, according to Moudy El-Khodr, co-manager of the ING Global Equity Dividend Fund Ticker:(IAGEX).
Their name is an oxymoron, but high-quality junk bonds themselves make a lot of sense in the fixed-income space right now.
Listen to Kevin Mahn, chief investment officer with Hennion & Walsh Asset Management Inc., offer predictions for stock market returns in this one-on-one podcast interview with InvestmentNews senior editor Jeff Benjamin.
