Subscribe

Portfolio Manager Perspectives

Displaying 250 results

Topic
  • October 21, 2009

On the lookout for increased volatility and a slight pullback

Many of the stock market indicators are suggesting caution, but investors now have to consider the “new normal” before jumping in or retreating, according to Jeffrey Beamer, manager of the Lacerte Guardian Fund (LGFIX) for Lacerte Capital Advisers LLC.

Topic
  • October 20, 2009

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

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 officer with Hennion & Walsh Asset Management Inc.

Topic
  • October 19, 2009

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

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 growth at ING Investment Management Americas.

Topic
  • October 16, 2009

Investors’ psyches will be ‘wild card’ determining market rally or retreat

The illogical nature of investor psychology could fuel the next stage of the stock market rally, potentially pushing prices beyond fair-value range, according to Patrick Galley, manager of the RiverNorth Core Opportunity Fund (RNCOX).

Topic
  • October 15, 2009

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

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.

Topic

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

Embracing the stock market's seven-month rally comes with some mixed emotions for Rodney Johnson, manager of the Dent Tactical ETF (DENT).

Topic
  • October 13, 2009

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

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

Topic

Why energy is the way to play

Energy continues to be the theme for Jerry Jordan, manager of the $110 million Jordan Opportunity Fund (JORDX).

Topic
  • September 21, 2009

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

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.

Topic

Tom Forester: Top-heavy markets sending signs to take gains

Tom Forester, manager of the Forester Value Fund, will bring into the fourth quarter a cautiously optimistic perspective that will include a bit of his trademark profit-taking from some of the portfolio's best performers.