More on Related Themes
2012-03-27 Our Current Perspective on the Global Economic Outlook by American Century Investments (Article)
As we proceed through the first quarter of 2012, the U.S. economy continues to drift— not in recession, but far from the level of growth and dynamism we would like to have. Meanwhile, global economic growth has slowed as the world anticipates a solution to the European sovereign debt crisis. In short, we are in a period of uncertainty, not only about how key events will unfold, but about the timing associated with their future progress and resolution.
2011-06-14 A Cautionary Tale from the World's Most Influential Economist - Video by Dan Richards (Article)
Raghuram Rajan was recently cited by The Economist as having the most important ideas for the post-crisis world. In this interview, he identifies key policy issues the Obama administration must confront. This is a video of the interview.
2011-06-07 Why Jim Rogers is Bullish on Gold (Video) by Dan Richards (Article)
The veteran investor Jim Rogers explains why he is bullish on gold and the US dollar, and offers his thoughts on Asian economies why he chose to move his family to Singapore. This is the video of the interview.
2011-05-19 Best First Day IPO Returns: Current Bull Market by Team of Bespoke Investment Group
As of now, shares of LinkedIn (LNKD) are up 171% from their offering price, making it the best performing IPO on its first day of trading in the current bull market. The stock is moving around like crazy, but if it manages to close above $117.56, LNKD will maintain its spot on top of the list.
2010-11-03 Impact of Midterm Elections on the Market by Kevin D. Mahn of Hennion & Walsh
Traditionally, the third year of any presidential cycle has been positive for the U.S. stock market. The average gain of the Dow Jones Industrial Average has been 24.7 percent in the third year of a presidency. As a table presented in this commentary illustrates, a divided government can also lead to higher market growth rates.
2010-11-02 Gold and the Decade to Come by American Century Investments (Article)
Gold is an asset class unto itself. It is not only a barometer of confidence in governments and the financial system, but also a reserve asset, an alternative currency, and a store of value. Those characteristics make gold an ideal diversifier because it has low correlation to most financial assets, both in expansionary and recessionary periods. Indeed, the return pattern to gold investments is not only uncorrelated to most traditional financial assets, but makes gold uniquely positioned to outperform when you want diversification the most--during periods of crisis.
2010-08-05 Valuing the S&P 500: As-Reported Earnings Estimates by Doug Short of Doug Short
Doug Short provides a monthly market valuation update based on the cyclical P/E ratio using the 10-year average of as-reported earnings, and includes a table showing the earnings for most recent quarters and the estimates for the rest of the year. Based on Wednesday's close of 1120.46, the P/E ratio based on the trailing 12-month earnings for Q2 is the difference between a P/E of 16.8 (latest earnings) versus 17.6 (July 21 earnings).
2010-02-17 Sirius Breaks (Above) the Buck by Team of Bespoke Investment Group
Sirius XM Radio's stock broke the $1 mark for the first time since September 2008. Shares rose by 1,900% since trading for as low as five cents last February, and are up 80 percent since their low on December 22. An improving auto sector may be driving up share prices.
2010-02-16 2010 Outlook: More Growth on the Horizon for Emerging Markets by Patricia Ribeiro (Article)
Patricia Ribeiro, Vice President and Portfolio Manager for the American Century® Emerging Markets Fund, believes the emerging markets asset class offers short- and long-term growth prospects and diversification benefits at attractive market valuations. In a recent interview, Ms. Ribeiro shared her views on the current state of emerging markets, what lies ahead in 2010, and how her investment team is selecting equities for the fund. We thank American Century for their sponsorship.
2010-02-10 Bespoke's Sports Illustrated Swimsuit Issue Indicator by Team of Bespoke Investment Group
Bespoke Investment Group says the appearance of American model Brooklyn Decker on the cover of this year's Sports Illustrated swimsuit issue may be a good sign for investors. The S&P 500 remained positive in 13 out of 16 years an American appeared on the cover since 1978 and posted average returns of 10.6 percent. It stayed positive in 12 out of 16 years an American did not appear on the cover, and posted average returns of 8.2 percent.
2010-01-26 Guidance Is Also Strong by Team of Bespoke Investment Group
Just like the earnings beat rate this quarter, the percentage of companies raising guidance versus lowering guidance is also strong. As shown below, 12.6% of companies that have reported earnings thi
