Displaying 250 results
Leader Capital’s John Lekas: Environment ideal for floating-rate bonds
To deal with a rising-rate environment, the fund manager has built a 44% position in bonds that have yields that adjust in relation to the London Interbank Offered Rate.
RidgeWorth’s Don Wordell: Industrial and financial stocks are worth a look
Mr. Wordell believes credit issues are declining and an improving economy will help financial firms develop more operating leverage, while the appeal of the industrial sector follows the theme of a “massive global infrastructure spend-out over the next 20 years.”
Finding safe spots if the markets turn bearish: Podcast
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.
Too much market optimism, says Harry Rady
Since many low-quality, high-beta companies have "rallied too much," Mr. Rady is currently looking for overvalued firms to short.
Harry Rady on short-sale targets: ‘Like shooting fish in a barrel’
Finding stocks to sell short is like “shooting fish in a barrel,” according to Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC.
The new frugality will boost consumer staple stocks, says Wasatch’s Shive
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 Fund Ticker:(FMEIX).
Risk-takers’ best bet now? High-yield bonds, says AAM’s Colyer
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.
Neuberger Berman’s Arthur Moretti: Pick stocks that will grow while things are slow
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).
Metzler/Payden’s Milev: Less developed parts of Europe still good bets
It would be a mistake to assume that the economic woes facing Greece are reasons to avoid investing in some of the less developed parts of Europe, according to Vladimir Milev, manager of the Metzler/Payden European Emerging Markets Fund Ticker:(MPYMX).
Keith Goddard: Look for a ‘smart’ rally in tech
The growth of mobile Internet usage via smart phones and tablet computers is poised to drive the next major technology cycle, according to Keith Goddard, president and chief investment officer of Capital Advisors Inc.
ING Global’s Ferguson: Real estate represents ‘the buy of the century’
With the real estate investment trust market beginning to stabilize, the time to act is now.
Skip the gold medal, go for gold stocks, says Midas Fund’s Thomas Winmill
Why one PM says the price of gold will double to more than $2,500 an ounce over the next 10 years.
Quality is king, says Oak Value’s Coats
Stock picking in the current market requires a renewed focus on corporate economics and balance sheets, said Larry Coats, manager of the Oak Value Fund (OAKVX).
Dividend-slicing trend nearly over, says Henderson’s Job Curtis
Corporate-dividend payouts have fallen over the past few years, but the bottom is now in sight, according to Job Curtis, manager of the $570 million Henderson Global Equity Income Fund (HFQAX).
Some cost-cutting companies flying under investors’ radar, says Robeco Boston Partners’ Donovan
Despite last year's rally, there remains a pocket of opportunity among those stocks that have lagged the overall market, according to Mark Donovan, manager of the $500 million John Hancock Disciplined Value Fund Ticker:(JVLAX).
Karl Mills: Why technology is best place to be right now
The top-down macroeconomic themes all tilt in favor of globally diversified cash-rich companies, according to Karl O. Mills, president and chief investment officer at Jurika Mills & Keifer LLC.
Floating-rate-loan funds should soar when interest rates do
Funds invested in first-lien bank loans tend to offer solid ground in a rising-rate climate
TFS’s Eric Newman: ‘We only want to offer our best stuff’
After more than five years of solid performance, including a run in 2009 that saw assets more than double to nearly $1 billion, the TFS Market Neutral Fund (TFSMX) is introducing a “hard close” and will stop taking any investments on Jan. 22.
ING’s Landesman to Washington: Let the markets be
Washington in general — and President Barack Obama in particular — is getting in the way of the stock market rally, according to Uri Landesman, head of global growth at ING Investment Management Americas.
Game plan for 2010? Play more D, WBI’s Stroik says
After enjoying the “beta rally” of 2009, investors should view 2010 as more of a defensive play, according to Gary Stroik, chief investment officer at WBI Investments.
