Displaying 250 results
W.P. Stewart’s Tierney: It’s a stock picker’s market
The best investment opportunities are likely to be found in defensive growth stocks, according to Jim Tierney, portfolio manager and analyst with W.P. Stewart & Co. Ltd.
Aston’s Zerhusen: Ignore mid-caps at your peril
Investors are ignoring mid-cap stocks at their own peril, according to Thyra Zerhusen, manager of the $1.3 billion Aston/Optimum Mid Cap Fund (CHTTX) from Aston Asset Management.
F-Squared’s Present staying fully invested
All signs point toward staying fully invested, according to Howard Present, co-manager of the Virtus AlphaSector Rotation Fund (PWBAX).
Eugene Peroni predicts Dow to hit 13,000
Recent stock market volatility won't prevent the bull market rally from lasting another year or more, according to Eugene Peroni Jr., a portfolio manager with Advisors Asset Management Inc.
Emerging markets headed for a slowdown?
Stocks are no longer cheap, says Acadian's John Chisholm. The upshot? Expect more pedestrian returns this year
Easy pickings long gone for contrarian investors
But Hartford Value Fund's Karen Grimes says she's still been able to uncover values, such as retailer Target
RiverNorth Capital’s Patrick Galley: Secured bank loan assets still look good
A 48% allocation to equities reflects a cautious outlook for the stock market by Patrick Galley, manager of the RiverNorth Core Opportunity Fund (RNCOX).
Marketfield’s Michael Aronstein: More bounce for U.S. stocks
Strong domestic earnings over the next few quarters will add fuel to the charging U.S. equity market, said Michael Aronstein, manager of the Marketfield Fund (MFLDX).
Shunning stocks? Big mistake, says Al Frank’s John Buckingham
The stock market might not perform as well in 2010 as it did last year, but the case for equities is still hard to ignore, according to John Buckingham, chief investment officer at Al Frank Asset Management Inc.
Robeco’s Pollack: It is high-quality firms’ turn to lead a rally
The time is right for higher-quality companies to start leading the stock market rally, according to Steven Pollack, manager of the Robeco Boston Partners Mid Cap Value Fund (BPMIX).
Harry Rady: 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.
Eric Newman: "We only want to offer our best stuff’
After more than five years of solid performance, including a run last year 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 investments Friday.
Small-cap value ready to soar, says Elessar Investment’s Giesen
The outlook is bright for small-cap-value stocks during this “late phase of the market expansion,” according to Rick Giesen, chief investment officer at Elessar Investment Management LLC.
Surprise! Muni bonds starting to look more appealing
Rising taxes and puny money fund rates are leading investors to revisit the public-debt sector
What’s attractive now: Higher-quality junk bonds
Higher-quality high-yield corporate bonds are getting more attractive on a fundamental basis, according to Sabur Moini, manager of the $695 million Payden High Income Fund.
Van Eck’s Charl Malan: How to play against a weakening dollar
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.
Trend spotter calls U.S. large-caps next new thing
If the trend is your friend, U.S. large-cap stocks will be the place to invest over the next several months, says Jim Porter, manager of the Aston/New Century Absolute Return ETF Fund (ANENX).
How to play the rally —and potential pullbacks
The stock market's relentless charge from its March lows shouldn't be taken for granted, since no rally lasts forever, according to portfolio manager Jeffrey Beamer, who maintains a constant hedge on every position in his Lacerte Guardian Fund (LGFIX) offered by Lacerte Capital Advisers LLC.
AlphaShares fund offers China play — without the fireworks
The major pros and cons of investing in China could be summed up as growth and volatility. But Jonathan Masse, senior portfolio manager with AlphaShares LLC, believes the growth is worth the ride.
