More on Related Themes
2011-12-19 Survey underscores investors’ concerns about risk by John Hailer (Article)
Natixis Global Asset Management survey shows that investors fearful of losing money need better tools to deal with market volatility.
2010-11-18 Bullish Sentiment Sees Largest Drop in Nearly Two Years by Team of Bespoke Investment Group
Large swings in bullish sentiment once again highlight the 'drive by' mentality and lack of conviction that investors have in the current market environment. When the headlines are positive, they get bullish, but the slightest hint of any negative news sends investors scurrying for cover.
2010-08-03 Richard Koo: Lessons from Japan’s Decline (Video) by Dan Richards (Article)
Richard Koo is the Chief Economist of Nomura Research Institute, and has served as an advisor to the Japanese government. In this interview with Dan Richards, Koo explains why Japan's recovery was thwarted by inadequate stimulus spending. This is a video of the interview.
2010-05-25 Letter to the Editor by Various (Article)
In a letter to the Editor, a reader responds to Charlie Curnow's March 30 article, America's "Failing" Infrastructure?.
2010-03-31 Corporate Cost Of Health Care: Announced Charges as of 3/31 by Team of Bespoke Investment Group
Since Congress passed the health care reform bill on March 21st, we have seen numerous companies announce that they will take charges to earnings. The charges stem from one aspect of the legislation that eliminates deductions for tax-free subsidies companies receive from the government for providing prescription drug benefits to retirees. Due to the material and quantifiable impact that the bill will have on their business and financial results, the companies are required by law to disclose it. So far at least fourteen companies have announced charges totaling at least $1.6 billion.
2010-03-02 Asset Allocation Perspective by Scott Wittman, CFA (Article)
Scott Wittman, Chief Investment Officer for American Century Investments, provides his quarterly review of macro-economic factors and trends which influence the tactical weighting decisions for American Century's asset allocation funds. In the article, Wittman reviews and comments on recent events, trends and expected short-term future changes in monetary, fiscal, industrial, trade, regulatory, political and financial macro economic factors. We thank them for their sponsorship. This is sponsored content.
2009-06-16 Peter L. Bernstein Remembered by Robert Huebscher (Article)
The investment industry lost one of its leaders last week, when Peter L. Bernstein passed away at the age of 90. As an author, Bernstein provided clarity and insight to our understanding of risk and the way markets operate, through his books and his newsletter, Economics and Portfolio Strategy. We are republishing our interview with him last January, when he foresaw many of the elements of the current crisis.
2009-05-12 Will the Commercial Property Market be the Next to Fail? by Robert Huebscher (Article)
If you've read a headline foretelling the next shoe to drop or domino to fall lately, it was probably about commercial real estate. We speak with two experts on this market and analyze the data to uncover the truth about whether investors should brace themselves for a collapse in commercial real estate.
2009-05-12 The Well-Meaning by Michael Lewitt (Article)
We are once again privileged to publish the latest version of the HCM Market Letter, edited by Michael Lewitt. Lewitt's analysis and writing are a cut above virtually everything else we see, and you will enjoy reading his latest thoughts. You can also subscribe directly to his newsletter using the link at the beginning of the article.
2009-04-28 Gary Shilling – Economic Forecast and Current Market Opportunities by Robert Huebscher (Article)
Gary Shilling is well-known for his forecasting record, having correctly predicted major economic events over the past several decades. Beginning in 2002, he warned his clients that the housing market "has taken on self-feeding, bubble dimensions that will sooner or later collapse," and continued to sound this warning through 2007, when his predictions came true. Dr. Shilling shares with us his current forecast for the economy and the market.
2009-04-28 Equity Income: A Fund for All Seasons by Matt Oldroyd and Shawn Connor (Article)
If the first quarter of 2009 is any indication, we appear to be in for another year (or longer) of extreme market volatility and uncertainty, the result of a worsening recession and a dismal profit picture, still frozen credit markets, a struggling auto industry, and doubtfulness about the government's stimulus package. Matt Oldroyd and Shawn Connor of American Century Investments explain why that's a strong case for investing in American Century's Equity Income fund - a fund for all seasons. We thank them for their sponsorship.
