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Should investors care if the markets are over-valued or under-valued?
As forecasters debate the ‘cheapness’ of equities, this white paper from Invesco explains why investors might be better…
Separately managed accounts: What drove the 4Q markets
4Q Commentary by Nathan Behan DOMESTIC EQUITY After a truly dismal third quarter, the domestic equity markets…
Fidelity takes a global approach to dividends
The Fidelity Global Income Fund will seek to provide more yield than the MSCI All-Country World Index by investing in dividend-paying equities both in developed and emerging markets.
Buffett hits jackpot with ‘all-in wager’ on U.S economy
Oracle's acquisition of Burlington Northern a bet on recovery; thriving railroad paid $1B distribution to Berkshire last month
Don’t believe the hype of Facebook IPO: Asset manager
The timing of Facebook's IPO could hardly be better, but one asset manager thinks the first few years of appreciation are already priced in, a lesson learned from Google's IPO.
This fund’s dividend hunting ground is the Russell 3000
Smaller but equally attractive dividend payers, often offering the additional boost of faster capital appreciation, can be found in the Russell 3000, said Paul Hogan, co-manager of the $175 million FAM Equity Income Fund.
Barton Biggs big on U.S. stocks
Barton Biggs, who increased bets on U.S. equities before the S&P 500 rallied last month, said that he…
Laszlo Birinyi: Stick with marquee stocks
Laszlo Birinyi said that he knew in October that it would be hard to make predictions for 2012 when he saw a headline suggesting that markets would rise or fall depending on whether the tiny nation of Slovakia approved a bailout plan for Europe.
Focus portfolios in the middle of the investment risk spectrum
U.S. economic engine is humming, but sustainability is still in question; investors can find the most attractive risk-reward opportunities in the center of the risk spectrum, and gain protection in high quality and/or dividend growth equities.
Historic dividend yields have this fund manager singing equities’ praises
Scott Schermerhorn, chief investment officer at Granite Investment Advisors, is so enamored with stock valuations in relation to the strength and direction of dividends that he believes portfolios should be tilted strongly in favor of stocks over bonds.
Berkowitz loses again as Sears slumps
Bruce Berkowitz, whose $8 billion Fairholme Fund is suffering its second-worst year on record because of bad bets on financial firms, may have lost about $180 million today on Sears Holdings Corp.
Fairholme Fund dumps Goldman, Morgan Stanley while keeping BofA
Bruce Berkowitz, suffering from redemptions after loading the Fairholme Fund with financial stocks, sold his stakes in Goldman Sachs Group Inc. and Morgan Stanley while keeping Citigroup Inc. and Bank of America Corp.
Rethinking risk: Market cycles – Are your portfolios prepared?
This white paper from Invesco explores why it's critical for advisers to prepare their clients for market cycles and periods of risk, and how investors can position their portfolios to hold up in any economic environment.
Challenges abound
The following is an edited transcript of a Dec. 13 webcast, “Outlook 2012.” Deputy editor Evan Cooper and…
In hunt for dividends, small-caps offer big surprise
Plenty of less sizable businesses make substantial payouts to shareholders, says Heartland fund manager
These three companies are dividend superstars
When it comes to shareholder payouts, a trio of businesses stand out, says Goldman PM Troy Shaver
Little enthusiasm for equities among advisers
Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.
Global markets will take a back seat to U.S.
For U.S. equity investors, the next 12 months may be all about staying home.
Buying bonds for safety is a losing strategy: Ave Maria manager
Buying bonds for safety, when so many stocks are yielding such attractive dividends, is a losing strategy: Ave Maria manager.
John Hussman: Markets filled with too much risk, too little return
Last week, the S&P 500 pulled back by less than 2% - certainly not sufficient to clear the overvalued, overbought, overbullish, rising-yields syndrome that we observe in the market, but enough to bring our estimate of S&P 500 10-year total returns from an expected 3.06% to an expected 3.25%.
