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Results 751–774 of 774 found.

Marty Whitman: The Outlook for Distressed Securities
by Robert Huebscher, 7/7/09
Marty Whitman is the founder, Co-Chief Investment Officer, and Portfolio Manager of the Third Avenue Value Fund and a veteran value investor with a long, distinguished history as a control investor. In our interview, he discusses the opportunities in distressed securities created by the financial crisis.

Gary Shilling: Recovery is a Year Away
by Robert Huebscher, 7/7/09
Among economists, Gary Shilling owns one of the most prescient forecasting records, having accurately predicted the credit crisis and the performance of key asset classes over the last several years. Now, he says, the chances that the current wave of "green shoots" will be the finale to the recession are "pretty low."e

The Road to Zimbabwe
by Robert Huebscher, 6/23/09
John Williams of Shadow Government Statistics is best known for exposing inaccuracies and biases in government reporting of data - most notably the understatement of the CPI index. Williams says the US economy is on the brink of hyperinflation which will render the dollar worthless, as happened recently to Zimbabwe's local currency.

Seth Klarman: Why Most Investment Managers Have It Backwards
by Robert Huebscher, 6/16/09
In his keynote speech last week to the Boston Security Analysts Society, Seth Klarman discussed how he repositioned his portfolio last fall to capture opportunities created in the wake of the financial crisis. Klarman is the lead editor of the sixth edition of Graham and Dodd's Securities Analysis, and his fund, The Baupost Group, is among the top performing hedge funds over its 27 year history.

Peter L. Bernstein Remembered
by Robert Huebscher, 6/16/09
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.

Changes in the Most Popular Mutual Funds
by Robert Huebscher, 6/9/09
Each quarter we review changes in the Advisor Perspectives (AP) Universe, which represents $50 billion in high-net worth assets managed by RIAs. Our analysis looks at changes in asset allocation, the mutual funds and ETFs that gained or lost market share, and the performance of the most popular actively managed mutual funds. This analysis focuses on the most popular mutual funds.

Let?s Talk Stocks: Berkowitz, Marsico and Weitz
by Robert Huebscher, 6/9/09
Three of the industry's most accomplished value investors - Bruce Berkowitz of the Fairholme Fund, Tom Marsico of Marsico Capital Management and Wally Weitz of Weitz Funds - spoke at a panel discussion at the Morningstar Investor Conference on May 28. We present some excerpts of their thoughts on key questions raised during the panel.

Changes in Asset Allocation
by Robert Huebscher and Mary Pitek, 6/9/09
Each quarter we review changes in the Advisor Perspectives (AP) Universe, which represents $50 billion in high-net worth assets managed by RIAs. Our analysis looks at changes in asset allocation, the mutual funds and ETFs that gained or lost market share, and the performance of the most popular actively managed mutual funds. This analysis focuses on changes in asset allocation.

Q1 2009 Performance among the Most Popular Mutual Funds in the Advisor Perspectives Universe
by Robert Huebscher and Mary Pitek, 6/9/09
Each quarter we review changes in the Advisor Perspectives (AP) Universe, which represents $50 billion in high-net worth assets managed by RIAs. Our analysis looks at changes in asset allocation, the mutual funds and ETFs that gained or lost market share, and the performance of the most popular actively managed mutual funds. This analysis focuses on performance across the most popular mutual funds.

Jeff Gundlach: The Party is Over
by Robert Huebscher, 6/9/09
The easy money has been made in the credit markets, as investors have reaped strong year-to-date returns, topped by 17% in emerging market debt and 30% in high yield bonds. Now the markets are in a much riskier position, said Jeff Gundlach, Chief Investment Officer of the TCW Group, in his quarterly update to investors that he titled "It was Great While it Lasted."

Bill Gross and the New Normal
by Robert Huebscher, 6/9/09
Nearly a half-century of global economic prosperity has ended, and investors must gird themselves for muted returns from the capital markets, according to Bill Gross, a Managing Director at PIMCO. Gross shared his outlook at the Morningstar Investor Conference.

Jeremy Grantham's Warnings to Investors
by Robert Huebscher, 6/2/09
Of the thousands of investment letters penned in the industry, only one draws as much readership as Warren Buffet's annual letter to his shareholders: The quarterly commentary written by Jeremy Grantham. Grantham, the Chairman of the Boston-based investment firm Grantham Mayo Van Otterloo, was a featured speaker at Morningstar's Investor Conference last week, and he spoke at two breakout sessions. Those who, like me, attended both were richly rewarded, as he gave two distinctly different talks, addressing many subjects not covered in his commentaries.

John Bogle and the Lantern on the Stern
by Robert Huebscher, 6/2/09
In his remarks at the Morningstar conference last week, Vanguard founder and index fund pioneer John Bogle criticized many aspects of the mutual fund industry. Bogle, who turned 80 this year, is primed to fight his next battle - reducing investor reliance on past returns - which he likens to a lantern on the stern of a ship.

Dan Fuss and the Eisenhower Recession Redux
by Robert Huebscher, 5/26/09
Those of us old enough to remember Studebakers and the military-industrial complex will recall the Eisenhower Recession, which began in 1957, lasted eight months and was followed by the 10 month "Rolling Adjustment" recession beginning in 1961. The W-shaped path of the US economy during this period is the correct analogy to today's crisis, according to Loomis Sayles and Company's Dan Fuss.

TIPS ? When a Discount is Really a Premium
by Robert Huebscher, 5/26/09
We answer a question posed by a number of readers in response to our article last week, Opportunities and Risks in TIPS, and show that TIPS purchased at a discount offer superior performance relative to those purchased at a premium, given deflationary assumptions.

The Big Issues Facing the Hedge Fund Industry
by Robert Huebscher, 5/26/09
Last week, the Argyle Executive Forum hosted its 2009 Hedge Fund Leadership Forum in New York. This event attracted more than 200 leaders from the hedge fund industry, with a series of panel discussions centered on the key issues managers now face. Although the sessions were "off the record," we have summarized the key themes from the discussions.

Opportunities in TIPS
by Robert Huebscher, 5/19/09
TIPS offer a perfect hedge against inflation for US investors, but advisors need to understand their risks. We look at the history of TIPS prices and explain why this asset class is more volatile than you might think.

Waiting for the Fifth Wave
by Robert Huebscher, 5/19/09
In response to skepticism we've expressed in the past about technical analysis, one of our readers invited us to attend the Market Technicians Association symposium in New York last week. Our skepticism remains, but it was an enjoyable event and we report on the forecasts of Elliot Wave theorist Robert Prechter.

Will the Commercial Property Market be the Next to Fail?
by Robert Huebscher, 5/12/09
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.

Advisor Perspectives: Our Two-Year Anniversary
by Robert Huebscher, 5/12/09
As we mark our second anniversary, we take a moment to reflect on some of our accomplishments over the last year and explain our plans for the future.

Defending Against Inflation: A New Look across Asset Classes
by Robert Huebscher, 5/5/09
In the long-term performance race against inflation, stocks are the hands-down winner, outpacing inflation 9.7% to 3.0% since 1926. But that history is characterized predominantly by modest inflation, with one big exception - the 1970s, when double-digit inflation contributed to a bear market. We look at new research showing the effectiveness of different asset classes as inflation hedges, and Zvi Bodie explains the implications for retirement portfolios.

Active versus Passive Management in Bear Markets
by Robert Huebscher, 4/28/09
Nobody needs an active manager in a bull market - an index fund will do just fine. But active managers earn their keep in bear markets, and the current one represents another chance to see whether they add value. We review Standard & Poor's SPIVA study to see whether it answers this very important question.

Gary Shilling ? Economic Forecast and Current Market Opportunities
by Robert Huebscher, 4/28/09
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.

Forecasting 100 Years Ahead
by Robert Huebscher, 4/28/09
George Friedman is CEO of the private intelligence and forecasting firm STRATFOR and advises clients on the important trends in geopolitics and their impact on world economies. Friedman spoke at the recent Altegris Strategic Investment Conference about the important trends for investors over the next 100 years.
Results 751–774 of 774 found.