Results for "Portfolio Manager Perspectives"

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What's attractive now: Higher-quality junk bonds

December 15, 2009

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 (PYHRX), offered by Payden & Rygel Investment Group. “This has been...

AlphaShares fund offers China play — without the fireworks

December 14, 2009

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. “We're big fans of the China story because...

Foreign small-caps still selling at a big discount

December 11, 2009

The rally in international small-cap stocks is far from over, according to Edwin Lugo, manager of the Franklin International Small Cap Growth Fund (FKSCX). Mr. Lugo, whose fund gained 52% this year through November, believes that the stock-picking...

Trend spotter calls U.S. large-caps next new thing

December 9, 2009

If the trend is your friend, U.S. large-cap stocks will be the place to invest over the next several months, says Jim Porter, manager of the Aston/New Century Absolute Return ETF Fund (ANENX). Mr. Porter, who uses a quantitative trend-following...

Current rally: Too far, too fast, too little real recovery

December 7, 2009

The stock market rally has gone too far too fast, and on too little real economic recovery, claims Tom Samuels, manager of the Palantir Fund (PALIX), a global long/short fund from Palantir Capital Management Ltd. “After almost 10 months, this...

Joel Hirsh: In equities, big and boring is best

December 6, 2009

The next wave of equity opportunities lie in big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsh. “The companies with the most significant competitive advantages right...

John Wenker: Commercial real estate a flop, but REITs are hot

December 6, 2009

If commercial real estate is in such bad shape, why are real estate investment trusts thriving? The answer, according to REIT fund manager John Wenker, boils down to liquidity. “REITs have rallied this year off the theme of access to capital,”...

How to play the rally —and potential pullbacks

December 4, 2009

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...

Best sovereign-debt bet? Not Uncle Sam

December 2, 2009

As the U.S. economy continues its slow crawl toward recovery, the global bond market remains rich with opportunities, according to Chris Diaz, co-manager of the $330 million ING Global Bond Fund (INGBX). “Our strategy right now involves risk...

Next wave of investing opportunities? ‘Boring’ companies

November 30, 2009

The next wave of opportunities in the equity markets will be big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsch. “The companies with the most significant competitive...

Advanced Equities' Wright: Recovery not forthcoming

November 29, 2009

Financial advisers and investors must bear in mind that consumers won't be in a position to support their normal share of economic growth, according to Brian Wright, head trader and co-portfolio manager with Advanced Equities Asset Management....

Don't fight the Fed, says CLS's Guenther

November 19, 2009

The top-down investment strategy continues to be “don't fight the Fed,” according to Dennis Guenther, who manages a total of $2 billion for CLS Investments LLC. “The markets remain in somewhat of a sweet spot, benefiting from both monetary...

Robeco Investment Management's Feeney still bullish on stocks despite S&P 500's run

November 17, 2009

While some investors are predicting an imminent and sustained market downturn, Jay Feeney, chief investment officer at Robeco Investment Management, still sees plenty of upside for stocks. Mr. Feeney, who oversees $10 billion of the firm's $14...

Gannett Welsh's Fox: Don't oversimplify the fixed-income portion of a client's portfolio

November 16, 2009

Fixed-income investors focused on the direction of interest rates run the risk of making big mistakes, warns portfolio manager John Fox, co-head of fixed income at Gannett Welsh & Kotler LLC. “Most investors are typically happy when rates...

Bull Path's Kaimowitz: Valuations will get squeezed

November 13, 2009

The strong likelihood that both interest rates and taxes are rising will soon put a squeeze on company valuations, according to Rob Kaimowitz, portfolio manager and chief executive of Bull Path Capital Management LLC. “We've just gone through...

ING's Uri Landesman: predicts unemployment will peak by February

November 12, 2009

Investors should be careful not to let the “sticker shock” of the latest unemployment data derail them from their long-term investment strategies, said Uri Landesman, head of global growth at ING Investment Management Americas. “I would...

Tyler Dann: Why health care sector is rife with opportunity

November 8, 2009

With Congress advancing its controversial 1,900-page health care reform legislation, Wall Street has pushed health care sector stocks into value territory, according to Tyler Dann, co-manager of the $4.8 billion Aim Charter Fund (CHTRX). “We...

Cleo Chang: Finding opportunity in volatility

November 8, 2009

A focus on market volatility has become a driving force behind the Direxion/Wilshire Dynamic Fund (DXDWX), according to portfolio manager Cleo Chang. The fund — which re-balances monthly from a starting point of 60% equities and 40% fixed...

Neuberger Berman's Arthur Moretti: Pick stocks that will grow while things are slow

November 5, 2009

The stock market over the next several months will be most kind to those companies that have the ability to grow in a slower economy, according to Arthur Moretti, manager of the $1.1 billion Neuberger Berman Guardian Fund (NGUAX). And at this...

Wilshire's Cleo Chang: Finding opportunity in volatility

November 4, 2009

A focus on market volatility has become a driving force behind the Direxion/Wilshire Dynamic Fund (DXDWX) DXDWX The fund — which re-balances monthly from a starting point of 60% equities and 40% fixed income — has adopted a longer-term risk...

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