Displaying 157 results
Raymond James’ Scott Brown: Existing home sales have potential to surprise
Unlike the numbers for January, any data showing lackluster home sales in February can't be fobbed off on the weather
Incapital’s John Radtke: Are investment-grade corporate bonds still a good value?
When selecting investment grade corporate bonds in the current rate environment, a common question is: 'How much better can it get'?
Neuberger Berman’s Matthew Rubin: 10 predictions for the next 10 months
We expect to see job growth in the first quarter of 2010 and an improvement in labor and housing fundamentals throughout the year.
Third Avenue’s Marty Whitman: In defense of managed mutual funds
The Investment Company Act of 1940 has resulted in very, very important benefits to Outside, Passive, Minority Investors (“OPMIs”) because of the plethora of substantive protections it brings to OPMIs.
Bill Gross: Models and forecasting may ‘not only be useless, but counterproductive’
Investment management is a privileged profession – not just for being paid by X-times what you're really worth to society, but from the standpoint of longevity.
RiverNorth Capital’s Patrick Galley: Closed-end fund space on a roll
The closed-end fund market has continued on a tear in the first quarter of 2010.
Pimco’s El-Erian: Stocks are on a ‘sugar high’
Homes are selling at their fastest clip in nearly three years, the unemployment rate is falling and stocks are up 66 percent since their March lows — the best performance since the 1930s.
Bill Gross: How a global debt crisis trickles down to investors
Can you solve a global debt crisis by issuing more debt?
Rob Arnott: Was it really a lost decade?
Overconfidence gets human beings into big trouble. Fueled by new developments in science and ready access to current and past knowledge and theory, old cautionary rules are thrown out the window at considerable peril.
Pimco’s Bill Gross: What has become of the American nation?
Quixotic journeys often make for great literature, but by definition are rarely productive. I am, after all, referring to windmills here – not their 21st century creation, but their 17th century chasing.
Pimco’s Bill Gross: Anything but .01%
Toothpicked, straw-hatted Will Rogers was a journalists' dream, combining common sense with a sense of humor that could trump any newsman of his day, an era that was characterized more by its hopeless and helpless ennui, than its promise for a better tomorrow.
BlackRock’s Bob Doll: Expect a prevailing equity-friendly environment
As of right now, good economic news -- particularly on the job front -- outweighs the bad.
New issue bonds: A good alternative to bond ETFs?
Bond ETFs are gaining a substantial following among portfolio managers and investors.
Rob Arnott: Why you should be thinking tactical
The key tonic to the past 10 years was a more diversified, less equity-centric approach.
Bond ladders in a rising rate environment: Too hot to handle?
Legendary investor Benjamin Graham wrote in The Intelligent Investor that the proportion of an investor's portfolio held in bonds should never be less than 25% or more than 75%.
Third Avenue’s Marty Whitman: Why I’m bullish on East Asia
At October 31, 2009, over 59% of Fund net assets were invested in the common stocks of extremely well-financed companies located in East Asia. Forty-three percent of such investments were in eight real estate and private equity companies headquartered in Hong Kong, all also having major presences in mainland China.
Pimco’s Bill Gross: The ‘new normal’ may be to avoid most bonds
In the "new normal" of slower economic growth and lower investment returns, Pacific Investment Management Co. LLC's Bill Gross is himself buying steady, dividend-paying stocks.
