Results for "Portfolio Manager Perspectives"

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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...

Fundamentals about to overtake momentum?

May 13, 2010

The stock market has evolved into a tug of war between momentum and fundamentals, according to Christian Hviid, chief market strategist of Genworth Financial Asset Management. “For the time being, momentum has been winning the battle, but...

How to play the new volatility

May 10, 2010

There's a rollercoaster on Wall Street right now. And it's making retail investors and financial advisers downright queasy. But to one money manager, short-term stock market volatility represents pure opportunity. Eric Fischman, manager of the...

Time's right for riskier global bonds, says Hartford's Portera

May 6, 2010

A strengthening global economy makes now the perfect time to load up on riskier fixed-income investments, according to Joe Portera, manager of the $374 million Hartford Strategic Income Fund Ticker:(HSNAX). “Global capital spending is growing...

Landesman on financial reform: Would you hurry it up, please?

April 29, 2010

The best thing about Congress' efforts to push through comprehensive financial reform? Eventually, it will be over, and the markets can adjust accordingly, said Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop....

Schneider surprise: Homebuilders, carmakers could be good bets

April 23, 2010

Banks, homebuilders and automakers all look like opportunities to John Schneider, president and chief investment officer of JS Asset Management LLC. “Deep value is what we do, and historically, now is a good time for this kind of strategy,”...

Newest Evermore funds take unusual investment tack

April 20, 2010

If gaining exposure to anything, anywhere in the world, strikes you as a sound investment model, you might want to take a look at brand-new offerings from Evermore Global Advisors LLC. The funds, Evermore Global Value Ticker:(EVGIX) and Evermore...

Floating-rate-loan funds should soar when interest rates do

April 16, 2010

When interest rates start rising the advantage will likely go to portfolios such as the $1.2 billion ING Senior Income Fund Ticker:(XSIAX), which is virtually 100% invested in floating-rate bank loans. The portfolio of mostly first-lien bank...

Emerging markets headed for a slowdown?

April 2, 2010

Emerging-markets investors should stay the course — but buckle up for a bumpy ride. That's the opinion of John Chisholm, chief investment officer at Acadian Asset Management LLC. “It's definitely a volatile area and we suggest investors...

Amid bank carnage, vultures are a good bet, says Burnham's Schutz

March 30, 2010

The growing list of bank failures presents new opportunities in the financial sector, according to Anton Schutz, manager of the $160 million Burnham Financial Industries Fund Ticker:(BIRFX). “There were about 140 banks shuttered in 2009 and...

Surprise! Muni bonds starting to look more appealing

March 29, 2010

The biggest risk in the municipal bond space right now is painting the entire market with a broad brush, according to Thomas Dalpiaz, portfolio manager at Advisors Asset Management Inc. “There are certainly challenges in the muni bond space,”...

Easy pickings long gone for contrarian investors

March 19, 2010

The homework assignments are getting more difficult for contrarian value investor Karen Grimes, who manages the $400 million Hartford Value Fund Ticker:(HVFAX). That doesn't mean that she isn't still able to find interesting investment opportunities,...

Jensen Fund's Rob McIver: Look for companies with an international presence

March 16, 2010

With a gloomy outlook for the pace of the economic recovery, the best strategy right now is long-term exposure to companies that have an international presence, according to Rob McIver, manager of the $2.4 billion Jensen Fund Ticker:(JENSX)....

RidgeWorth’s Don Wordell: Industrial and financial stocks are worth a look

March 10, 2010

The economic catalysts are now in place for industrial and financial-sector stocks, according to Don Wordell, manager of the RidgeWorth Mid-Cap Value Equity Fund Ticker:(SAMVX). Mr. Wordell, who has managed the $800 million fund since RidgeWorth...

The new frugality will boost consumer staple stocks, says Wasatch's Shive

March 8, 2010

The upside of nearly two decades of mounting levels of government and consumer debt is a solid foundation for a secular run by consumer staple companies, according to Ralph Shive, manager of the $1.5 billion Wasatch-1st Source Income Equity...

Risk-takers' best bet now? High-yield bonds, says AAM's Colyer

March 4, 2010

If investors can stomach the risk, high-yield bonds are still the best place to be right now, according to Scott Colyer, chief executive and chief investment officer of Advisors Asset Management Inc. “In an economic recovery where monetary...

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