Many portfolio managers, research chiefs, and advisors take the time to express their opinions about the markets, individual stocks, or other items on their minds. Some fund shops publish more frequently--on a monthly or even weekly basis.
If you are interested in contributing to Perspectives, please email Liana Madura.
Recent Commentary
Analytic Investors | Analytic Investors | 02-03-2010
Which NFL Teams Scored a Touchdown With ROI? The best teams don't necessarily tackle "investor" expectations.
Baseline Scenario | Dan Geldon | 01-20-2010
How Supposed Free-Market Theorists Destroyed Free-Market Theory The greatest lesson from the crisis that we haven’t yet learned is that "industry interests" and "free-market interests" are not the same.
Hussman Funds | John P. Hussman, Ph.D. | 01-25-2010
A Blueprint for Financial Reform The reprieve of recent quarters may create a misleading impression that there is no urgency to the issues faced by the U.S. economy, but as noted below, the likelihood of fresh mortgage losses and credit difficulties is high.
Hussman Funds | John P. Hussman, Ph.D. | 01-19-2010
Inflation Myth and Reality It is important to consider inflation risks over the coming decade.
Investment Management Associates, Inc. | Vitaliy Katsenelson, CFA | 01-28-2010
Chinese Quest for Shortcut to Greatness China's long-term future may be bright, but in the short run we've got a bubble on our hands.
Jordan Opportunity Fund | Jordan Opportunity Fund | 02-03-2010
Accelerating Economic Strength in Sight Jordan's outlook for 2010 is positive, but is tempered by its expectation of substantial volatility during the year.
Jordan Opportunity Fund | Jordan Opportunity Fund | 02-01-2010
The Delicate Balance of an Improving Economy Jerry Jordan, portfolio manager for Jordan Opportunity Fund, discusses themes and changes to the porfolio in 2010.
QFinance | Anthony Harrington | 01-28-2010
Hedge Funds Back in Favor The sector is once again on the up and up.
US Global | Frank Holmes | 02-03-2010
Saudi Oil Flowing East With demand dropping in the United States, Saudi Arabia has found a new destination to export its rich oil resources.
Wasatch | Robert Gardiner and Blake Walker | 01-27-2010
Investing Globally in an Increasingly Connected Marketplace The Wasatch Global Opportunities Fund leverages the Wasatch expertise on a global scale.
Amateur Asset Allocator | Kyle Bumpus | 02-01-2010
6 Tips for Sharing Financial Responsibilities If you plan to share a life with someone (married or not), financial discussions should be a part of regular life.
Learning Markets | John Jagerson, Analyst at Learning Markets | 02-01-2010
How Margin and Leverage Works for Forex Traders Many forex traders blow up their accounts and ultimately fail as traders because they do not understand two key concepts in the forex market: Leverage and Margin.
Nuveen Mutual Funds | Nuveen Investments | 02-04-2010
Nuveen 2010 Roth IRA Conversion Center to Aid Advisors and Investors Online Retirement Source Provides Toolkit to Better Understand Important New Opportunity
QFinance | Anthony Harrington | 02-01-2010
The Alternative Investment Sector: Still Nervous Over Regulation The European Commission's recent proposal on regulating the sector has received much pushback.
T. Rowe Price | T. Rowe Price | 02-03-2010
Can the Economic Recovery Be Sustained in 2010? T. Rowe Price Chief Economist Alan Levenson looked past the headlines and identified the trends he believes will dictate our economic path going forward.
T. Rowe Price | T. Rowe Price | 02-03-2010
What Does 2010 Hold for Investors? T. Rowe Price Chairman and Chief Investment Officer Brian Rogers offers a long-term perspective on recent events.
University of Pennsylvania (Wharton) | Knowledge@Wharton | 02-04-2010
Brans on the Brink: Marketing in a Down Economy Marketers need to be especially innovative when it comes to making sense of the shifting economy -- and profiting from it.
University of Pennsylvania (Wharton) | Knowledge@Wharton | 02-04-2010
One Ambivalent Economy + Many Cautious Employers = One Difficult Job Market For those looking for work these days, job security may be a stubbornly elusive goal.
University of Pennsylvania (Wharton) | Knowledge@Wharton | 02-04-2010
U, V or W: What Kind of Recovery Can We Expect, and When?
Amateur Asset Allocator | Kyle Bumpus | 02-02-2010
The Risks Of High-Yield Municipal Bonds Investors who reach for yield without considering the risk are often burned.
Bespoke Investment Group LLC | Bespoke | 02-02-2010
Bespoke’s Sector Trading Range Charts As shown in the S&P 500 chart, the market moved from overbought to oversold.
Invesco Aim Investments | Invesco Aim | 02-02-2010
After a Banner Year, What’s Next for High Yield? High yield was the top-performing asset class in 2009, outpacing equities and all other fixed-income classes.
Kellogg School of Management | Amy Trang | 02-02-2010
Trusting the Stock Market Impressions influence investors decisions.
MFC Global Investment Management | MFC Global Investment Management | 01-26-2010
Rebirth of Banking Opportunities for healthy banks today are as positive as they have been in quite some time.
QFinance | Anthony Harrington | 02-03-2010
Transparency Could Take the Heat off Tax Havens Amid the recent financial crisis, more juristictions are cooperating with the OECD.
Patterson Advisors | Dave Patterson, CFP and Erin Preston, CFP | 02-01-2010
2010 May Be a Taxing Year As we start a New Year, our thoughts turn to the preparation of our tax returns.
Patterson Advisors | Dave Patterson, CFP and Erin Preston, C | 02-01-2010
Be Cautious When Considering a Life Settlement A relatively new option for some seniors to raise needed cash involves what are called “Life Settlements”.
Patterson Advisors | Dave Patterson, CFP and Erin Preston, CFP | 02-01-2010
Great Expectations May Lead to Great Disappointment Excessively high expectations for returns can lead one to chase the latest hot asset classes or the false promises of the next Ponzi scheme.
Patterson Advisors | Dave Patterson, CFP and Erin Preston, CFP | 02-01-2010
Should You Avoid Stocks? – A Lesson from the Last Decade 2009 taught us some important lessons about investing, and now some are questioning the wisdom of investing in stocks at all.
Reed Conner Birdwell | Jeffrey Bronchick, CFA | 01-01-2010
Bonds for the Long Run We begin the new year in what is hopefully the aftermath of the usual flotsam and jetsam about what is to come in 2010.
Royce Funds | Royce Funds | 02-01-2010
Everybody Had a Good Year–Looking Back at 2009 It was great to see share prices climb back upward almost unimpeded from early March through the end of the year. So why aren't we feeling cheerier about the Great Rally of 2009?
Royce Funds | Royce Funds | 02-01-2010
The Critical Importance of the Margin of Safety The idea of establishing a "margin of safety" in an investment is a widely shared tenet of value investors, and one that we take very seriously in our security selection processes here at Royce.
Royce Funds | Francis Gannon | 02-01-2010
The Gannon Report-Getting Financed Principal and Assistant Portfolio Manager Francis "Frank" Gannon provides thoughts regarding the economy, the markets and small-cap investing.
US Global | Frank Holmes | 02-02-2010
Platinum Goes Platinum This precious metal is on the rise.
Advisors Capital Management | 02-01-2010
Well, Better Late Than Never Congress got it right this time by reconfirming Ben Bernanke as Chairman of the Federal Reserve, but did it in an unnecessarily painful way.
American Century Investments | American Century | 01-28-2010
Stocks Still Have More to Go Many analysts expect continued easy monetary and fiscal policies globally as central banks seek to avoid a "double dip" recession.
Ariel Capital | http://news.morningstar.com/articlenet3rdTest/SubmissionsArticle.aspx?testid=178.xml | 01-28-2010
Ariel Has Stock Market Enthusiasm There is nothing new about the normal we are anticipating.
Bespoke Investment Group LLC | Bespoke | 01-29-2010
Default Risk for Financials Shoots Up The default risk index has spiked to its highest level since September.
Bespoke Investment Group LLC | Bespoke | 02-01-2010
Politics and the Market’s Not What You’d Always Expect The recent Senate election didn't have the expected impact on the market.
du Pasquier Asset Management | Scotty C. George, Senior Managing Director | 02-01-2010
Unleveraging the Euphoria The aftermath of a bull leg is sometimes unpleasant.
Investor Solutions, Inc. | Jeremy Carpenter, MBA | 01-21-2010
A Quick Look at Donor Advised Funds These funds offer a flexible, easy, low-cost way to make donations.
Investor Solutions, Inc. | Jason Whitby, CFP, CFA, MBA, AIF | 01-21-2010
Structured Notes: Buyer Beware! These vehicles carry more risk than some might think.
Lord Abbett | Milton Ezrati, Partner and Senior Economist and Market Strategist | 02-01-2010
Fed Up? The Effects of a Rate Rise As investors, commentators, and even the Federal Reserve itself anticipate a policy shift to draw down excess liquidity in markets, there is much talk of interest rate increases and their impact on markets.
Reed Conner Birdwell | Jeffrey Bronchick, CFA | 01-31-2010
Bonds for the Long Run We begin the new year in what is hopefully the aftermath of the usual flotsam and jetsam about what is to come in 2010.
Street One Financial | Paul Weisbruch | 01-31-2010
ETF Pairs Trade Possibilities: Revenue and Equal Weighted vs. Market Cap Indexes An overlooked, underutilized, and perhaps misunderstood ETF trading strategy is “pairs trading” where one essentially would marry a long position in one ETF with a short position in another.
Perspectives Archive:
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