AllianceBernstein on Panetta’s Renaissance or Decline

Joseph G. Carson, US Economist and Director of Global Economic Research at AllianceBernstein discusses Leon Panetta’s, former Defense Secretary, comment about how America either becomes a country of renaissance or decline. According to the debate, resurgence in the economy could be triggered by technological innovations within the energy sector. These advances have already caused the […]

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BlackRock Recommends Employing Multiple Fixed Income Strategies 

Rick Rieder, Chief Investment Officer of Fundamental Fixed Income, and Bob Miller, Head of Multi-Sector & Rates team, both of BlackRock recently released a new Total Solutions brief. Rieder and Miller note that fixed income investing is rather difficult in the current environment of historically low levels of sovereign credit supply combined with very low […]

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Investec Notes Mixed Results For Asian Stocks

Investec (South Africa) discusses how Asian stock markets showed varying results due to negative local news and positive US news. The positive economic news from the US indicates that investments and international trade activity will grow faster than originally anticipated; however, consumer spending and home investments are now expected to be less. On the contrary, […]

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Invesco’s 3Q 2014 Asian Overview 

Paul Chan, Chief Investment Officer at Invesco-Hong Kong, provides an overview of Asia for the 3rd quarter 2014. Asian equities were the best performing equities in the world for the second quarter, indicating that global investors are refocusing on the relative macro strength in the region.  According to Chan, Asian economies are in a great […]

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Highlights from John Hancock’s October Investor Sentiment Index

John Hancock Financial discusses recent results related to their investor sentiment index. The John Hancock Investor Sentiment Index has remained steady since quarter three of 2013, which has given positive scores ranging from 20 to 23. The score is calculated by investors who have a positive outlook in the stock market minus the investors who […]

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J.P. Morgan Funds Says Overcome Fear and Focus on Fundamentals

In their October 2014 report, J.P. Morgan Funds’ James C. Liu, David M. Lebovitz, and Ainsley E. Woolridge from the Global Market Strategist team, discuss the effects of fear and the way to overcome it. U.S. equities and interest rates continue to be volatile, many of them falling, including some global markets. The team believe […]

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Invesco Recommends Large-Cap Value Allocation  

Rick Golod, Director of Global Investment Strategies at Invesco, has issued a new report focused on asset allocation strategy. Golod has a largely positive outlook on global growth.  In terms of asset allocation, Golod recommends overweighting large-cap value stocks and underweighting small cap growth stocks as the business cycle develops. Geographically, Golod is overweight the […]

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John Hancock Suggests Long Term View on Emerging Market Debt

Roberto Sanchez- Dahl, Senior Portfolio Manager, John Hancock Asset Management, and Paolo H. Valle, Senior Portfolio Manager, John Hancock Asset Management, have issued their views on emerging market debt. Dahl and Valle write that emerging market debt funds have recently experienced outflows as geopolitical risk, the end of the Federal Reserve’s quantitative easing programs and […]

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Wells Fargo Discusses the Market 

Darrell Cronk, Deputy Chief Investment Officer and Tracie McMillion, Asset Allocation Strategist at Wells Fargo Wealth Management, discusses economic trends and its implications for investors.  The U.S. GDP growth rate has hit a high in quarter two since the end of the 2008-2009 recession. Reasons for this increase are business investments, a gain in business inventories, […]

‘Wait and See’ on Hong Kong Says Manulife

Kai Kong Chay, Greater China equities specialist, Manulife Asset Management, has released a new brief on the financial ramifications of the recent protests in Hong Kong. Chay writes that it is too soon to fully understand what impact the recent student led pro democracy protests will have in Hong Kong.  Chay notes that while volatility […]

Wells Fargo: US Economy Shows Promise Despite Diving Stocks

In their market report, Wells Fargo Wealth Management’s Deputy Chief Investment Officer Darrel Cronk and Asset Allocation Strategist Tracie McMillion, provide an update on Q2 results and a forward-looking analysis regarding Q3 and corporate earnings. Much of this report comes with respect to the market ‘sell-off’ which saw equities slip drastically and erase much of […]

Nordea’s Latest 2014 World Economic Outlook

In Nordea Bank’s most recent publication of its 2014 Economic Outlook, the Nordea team highlights Sweden, Norway, Denmark, Finland, the United States, the Euro area, Germany, the United Kingdom, Japan, Russia, Estonia, Latvia, Lithuania, China, India, and Brazil. Overall, Nordea suggests that a better than anticipated United States recovery, lower oil prices due to shale […]

Franklin Templeton: Emerging Markets Up on Reduced Political Risks

Mark Mobius, Executive Chairman, Templeton Emerging Markets Group, has issued a recent outlook. Mobius writes that emerging markets ended August with gains driven by political resolution in Latin America.  Meanwhile, boosts in private sector activity have helped markets in Thailand and Taiwan. Even Egypt, which has recently been mired in political conflict, has recently seen […]

Investec Finds Natural Resource Output Rising in South Africa

The research team at Investec (South Africa) has released a new economic outlook focusing on the economy of South Africa. Investec found that production rose 0.4 percent in July this in contrast to declines of 3.2 percent and 1.1 percent in May and June, respectively.   More specifically, the biggest increase was in iron ore with […]

MFS Looks Toward 4th Quarter 2014

Robert Spector, Sanjay Natarajan, and Robert Hall of MFS, discuss their global market outlook. The U.S. dollar has risen to the top of the foreign exchange performance table, outperforming the other 10 major currencies. While the U.S. dollar continues to be in a bull market it is currently undervalued. According to the authors, a rising […]

TIAA CREF’s 2014 Mid-Year Market Outlook

In their August 2014 report, Timothy Hopper and Daniel Morris from TIAA CREF discuss an overview of the market half way through 2014. The United States economy is slowly growing again after the recession, and there is a positive outlook for the economy for the second half of 2014. Although the housing market has not […]