Results for "Portfolio Manager Perspectives"

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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...

Aim's Tyler Dann: Why health care sector is rife with opportunity

November 3, 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...

First American Funds' Tim Palmer: Bet on financial sector's high-grade bonds

October 30, 2009

With the economy in recovery mode, Tim Palmer, a senior portfolio manager with First American Funds, has zeroed in on the financial sector's high-grade bonds. “The economic recovery won't be all-inclusive and rapidly expanding from this point,”...

Advanced Equities CIO: Investors must now think outside the box with commodities

October 28, 2009

Growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management. Mr. Samuelson,...

ING's Uri Landesman: The easy money's been made; now the markets face a test

October 27, 2009

Investors will be paying close attention to the direction of the equity markets in the coming days in light of the recent market volatility that has tested the strength of the eight-month rally, according to Uri Landesman, head of global growth...

Evergreen's Margie Patel: Why equities are still the better bet

October 26, 2009

Even though equities are already riding the stock market's rally since March, they're still too attractive to ignore, according to Margie Patel, who manages nearly $1 billion in two balanced funds for Evergreen Investments. By overseeing both...

Van Eck's Charl Malan: How to play against a weakening dollar

October 23, 2009

The rally in commodities over the past few weeks has been closely linked to the weakness of the U.S. dollar, according to Charl Malan, who is part of the investment team managing $1.7 billion in two commodity funds at Van Eck Global. It is not...

Genworth CIO Tim Knepp: If you're looking for stability, infrastructure is the answer

October 22, 2009

Global infrastructure investments could represent an opportunity at this stage of the stock market rally, according to Tim Knepp, chief investment officer of Genworth Financial Asset Management Inc., which has $7 billion under management. “If...

Where there's pain, there's gain: How the unemployment rate can present investment opportunities

October 20, 2009

Despite the 60% stock market rally since the March low, many consumers remain fixated on the immediate reality of unemployment, and that is preventing a lot of investors from participating in the rally, according to Kevin Mahn, chief investment...

Market rebound may be illogical, but ‘ignore it at your own peril,' manager of $1.7B strategy warns

October 19, 2009

Barring some major corporate-earnings disappointments over the next several days, there is reason to believe that investors will continue to reward companies for anything that looks like good news, according to Uri Landesman, head of global...

Payden & Rygel's bond chief, Kristin Ceva: Emerging-markets debt still rife with opportunities

October 15, 2009

With the stock market rallying for nearly eight months, it might be easy to overlook the opportunities in the credit markets, according to Kristin Ceva, head of global fixed-income investing at Payden & Rygel. “From a fixed-income point of...

Rodney Johnson, manager of Dent Tactical ETF, embraces rally — skeptically

October 14, 2009

Embracing the stock market's seven-month rally comes with some mixed emotions for Rodney Johnson, manager of the Dent Tactical ETF (DENT). “I'm very fearful of the equity markets. They have risen too far, too fast, and I don't see a strong...

ING's Uri Landesman, manager of $1.7B, sees some “surprises” on the horizon

October 13, 2009

As third-quarter corporate earnings reports start rolling out over the next few weeks, Wall Street will be paying particular attention to top-line revenue growth, according to Uri Landesman, head of global growth at ING Investment Management...

Why energy is the way to play

September 28, 2009

Energy continues to be the theme for Jerry Jordan, manager of the $110 million Jordan Opportunity Fund (JORDX). The top-down strategy, which has been playing the energy sector to varying degrees for most of the past decade, is currently focused...

Gold will hit $1,200 an ounce, Midas precious metals fund manager predicts

September 21, 2009

The rise in the price of gold is only getting started, according to Thomas Winmill, president of Midas Management Corp. and manager of the $115 million Midas Fund. Whether you look at gold as a commodity or an alternative currency, there are...

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