Results for "Portfolio Manager Perspectives"

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Sin stocks: One reason it's good to buy bad

July 13, 2010

Dividend yields are starting to make sin stocks difficult to ignore, according to Jeff Middleswart, manager of the Vice Fund Ticker:(VICEX). With the exception of the gambling sector, the other three of the big four sin stock categories –...

Big bargains in the tech aisle, says RS Investments’ Thacker

July 13, 2010

The technology sector has gotten cheap, according to Allison Thacker, who manages $1.4 billion in growth portfolios at RS Investments. “Tech is attractive right now compared to its historical valuations, and it is attractive compared to the...

New corn ETF second only to buying actual corn, says Teucrium’s Gilbertie

July 12, 2010

Financial advisers and asset allocators looking for specific exposure to select commodities should keep an eye on the Teucrium Corn Fund Ticker:(CORN), the first single-commodity exchange-traded fund. The fund, launched last month by Teucrium...

Michael Hasenstab: Why now is the time to be a contrarian

July 9, 2010

The sovereign-debt crisis in Europe has opened the door for contrarian investing in global fixed income, according to Michael Hasenstab, co-director of fixed income at the Franklin Templeton Fixed Income Group and manager of the $30 billion...

Clean energy will deliver the green, says Leuthold's Kurzman

July 7, 2010

Even in the midst of an economic downturn, cleaner and costlier energy makes more sense than does the dirty and cheap stuff, according to David Kurzman, manager of the Leuthold Global Clean Tech Fund Ticker:(LGCTX). While Mr. Kurzman admits...

A gold bug's life? A sweet one – thanks to government spending

July 6, 2010

To figure out what's driving the price of gold, look no further than global government policies, said Evan Smith, manager of the $700 million U.S. Global Investors Global Resources Fund Ticker:(PSPFX). “We see gold as an insurance policy against...

Spooked by spikes? This fund provides buffer against market volatility

July 1, 2010

Given the recent swings on the stock market, nervous investors might want to consider a fund that dampens volatility. One such fund: the Goldman Sachs Absolute Return Tracker Fund Ticker:(GARTX). Goldman Sachs portfolio strategist Theodore Enders...

Why Exxon is a slick pick: St. James’ Mark

June 30, 2010

Patient stock picking — and a relatively long time horizon — are key elements of navigating through the current market conditions, according to Robert Mark, who helps manage $270 million worth of separate-account portfolios at St. James...

‘Long only is wrong only,’ says Rick Lake

June 21, 2010

Investing without some kind of hedge in the current market environment is far too risky, according to Rick Lake, co-chairman and portfolio manager at Lake Partners Inc., a firm with $3.5 billion under advisement in alternative strategies. “Right...

Finding safe spots if the markets turn bearish: Podcast

June 18, 2010

Despite a generally bearish outlook for most global markets, Gerald Buetow, chief investment officer at Innealta Capital, talks about ways to navigate through the carnage, even if that means sometimes turning to cash as a hedge. An asset management...

Catholic values-based fund eyeing financial stocks, telecoms

June 11, 2010

The global markets are flush with opportunities that have been screened for Catholic values, according to Greg Heilman, manager of the new Ave Maria World Equity Fund Ticker:(AVEWX). Mr. Heilman said the fund, launched April 30, was inspired...

Inflation hedge? Non-correlated investments may fit the bill

June 4, 2010

Making the case for non-correlated investments is always easier when the market is floundering or choppy, which is why the Virtus Alternative Diversifier Fund Ticker:(PDPAX) should start to attract some attention from investors. But looking...

‘Emotional’ market obscuring great stocks, says Goldman’s Barry

June 2, 2010

A volatile stock market can be the best time for a disciplined investor to make money, according to Steve Barry, manager of the $3.5 billion Goldman Sachs Growth Opportunities Fund Ticker:(GGOAX). “When the markets are emotional, we stay clinical...

Data storage, PC makers hitting good patch, says Henderson's Warmerdam

June 1, 2010

Corporate technology upgrades will provide a big boost to parts of the IT sector for the next two to four years, according to Ian Warmerdam, manager of the $190 million Henderson Global Technology Fund Ticker:(HFGAX). The enterprise infrastructure...

Great bet now? Short IPOs, says Direxion’s Schuster

May 25, 2010

The IPO market isn’t always all it’s cracked up to be, which is why it can make sense to short-sell newly public companies, according to Josef Schuster, manager of the Direxion Long/Short Global IPO Fund Ticker:(DXIIX). “A lot of companies...

Investors missing out on ‘epic earnings recovery,' says Putnam's Thakore

May 24, 2010

The economy is in a lot better shape than most people think, according to Nick Thakore, manager of the $4 billion Putnam Voyager Fund Ticker:(PVOYX). “People have been so burned that they're missing the cyclical recovery and an epic earnings...

Pent-up demand will revive down economy, J.P. Morgan's Kelly says

May 23, 2010

The economy may be bad, but David Kelly has had enough of the “Great Recession” talk. “This is nothing like the Great Depression,” the chief market strategist for J.P. Morgan Asset Management said in a presentation last Monday. “It's...

Winners, losers emerge from health-care Rx

May 17, 2010

Health care reform is a long way from completion, but the opportunities to pick winners and losers in the sector are already here, according to Michael Gregory, manager of the Highland Long/Short Healthcare Fund Ticker:(HHCCX). “The health...

How to invest in gold without investing in gold

May 17, 2010

Getting the most out of the rally in gold requires looking beyond the precious metal to the miners, explorers and production companies, according to portfolio manager Robert Cohen. “We still see gold as not being in a bubble,” said Mr. Cohen,...

Volatility is threatening recovery, says Wilmington Trust's Macey

May 13, 2010

The already fragile economic recovery in the United States has become even more so since the sudden spike in market volatility, according to Rex Macey, chief investment officer at Wilmington Trust Corp. “We saw some fairly good economic reports...

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