Most of the easy money has already been made in this market rally, making 2010 a “stock-picker's market” that requires more investing skill and analysis, says Adriana Posada, manager of the $6.8 billion American Beacon Large Cap Value Fund (AVASX) from American Beacon Advisors Inc.
Socially conscious fund generates strong returns by applying negative and positive screens
Higher-quality high-yield corporate bonds are getting more attractive on a fundamental basis, according to Sabur Moini, manager of the $695 million Payden High Income Fund.
The stock market's sudden downward pattern does not bode well for the rest of 2010, according an analysis of market history.
Regardless of the hedge fund industry's hoopla, a lot of investors are paying too much for the performance they're getting, or hope to get, from alternative strategies.
The secular bull market in commodities, which took a breather during the stock market downturn last year, is back on track and poised for an extended rally, according to money managers and market watchers.
If ever there was a case against an investment strategy limited to traditional allocations to stocks and bonds, it was the global financial market meltdown that unfolded last fall.
The stock market's relentless charge from its March lows shouldn't be taken for granted, since no rally lasts forever, according to portfolio manager Jeffrey Beamer, who maintains a constant hedge on every position in his Lacerte Guardian Fund (LGFIX) offered by Lacerte Capital Advisers LLC.
The nation's 10.2% unemployment rate — the highest level in 23 years — is being viewed by some analysts not as a peak but as the beginning of a sustained period of above-average unemployment.
The major pros and cons of investing in China could be summed up as growth and volatility. But Jonathan Masse, senior portfolio manager with AlphaShares LLC, believes the growth is worth the ride.
