Given the macro risks that existed a year ago,
specifically related to Europe's ongoing sovereign debt crisis and
China's decelerating growth profile, asset class performance has been
-Investment Strategy Group, Neuberger Berman
I first read about Peter Diamandis in a Wired magazine
article. I was intrigued because it focused on the light amid the
darkness of the financial crisis and its attendant doom and gloom. I'm
fond of saying I'm always more intrigued by the story no one is
tellingand this was one of those stories.
-Liz Ann Sonders, senior vice president and chief investment
strategist, Charles Schwab & Co., Inc.
Consumer Catalyst in Asia's Emerging Markets
As the middle class expands in the emerging world, Andrew
Sleeman, Mutual Series research analyst and portfolio manager of the
Mutual International Fund, is seeing select investment opportunities
arising from the growing thirst for consumer goods and services. He
believes emerging markets in Asia hold particular investment potential.
-Andrew Sleeman, research analyst and portfolio manager, Franklin
Face-Off: North American Energy Independence vs. Canada's Export
The delay in Keystone XL and the barrage of protests and
negative press served as a major wake-up call in Canada. It was viewed
as a slap in the face to the Canadian government and TransCanada
Corporation; Prime Minister Stephen Harper has since publicly commented
that Canada should be looking to expand export capability to growing
markets in Asia-Pacific, or Canada will run the risk of stunting the
development of its oil industry in Western Canada.
-John M. Devir, executive vice president and convertible
portfolio manager, PIMCO
the Cliff Comes Obamacare
Apart from the crying need for fundamental fiscal reform,
a new urgency will develop around the implementation of Obamacare, more
formally known as the Affordable Care Act.
-Milton Ezrati, senior economist and market strategist, Lord
Abbett & Co.
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Face-Off Between Passive and Active Investing
As active investment managers who have experienced bull
and bear markets, the financial industrys deregulation and
re-regulation, and the shifting needs of baby boomers, we are pleased
that actively managed mutual funds continue to be the choice for a
significant portion of portfolios.
-Frank Holmes,CEO and chief investment officer, U.S. Global
for Retirement Stage 2: The Sandwich Generation
Predicting what your life will look like several years
down the road is an exercise in squishy figures, so its no wonder
many people in the mid-stage of retirement planning may not have a
realistic view about how much money theyll need to fuel the
retirement lifestyle they have in mind.
-Franklin Templeton Investments
One of the keys to attracting referrals
is to be remarkable.
With over 1,000 broker-dealers to choose
from, how does an advisor navigate the choices, know where to go, and
know where to be looking in the first place?
The 3 Google
Analytics Metrics Advisors Should Be Measuring
Google Analytics is a fantastic free tool you can use to better
understand your website and be more effective in your online marketing
efforts. If your website strategy consists of set it and forget
it, you are missing out on valuable opportunities to gain insight
into your online impact.
Did the Fall of
Banks Create New Opportunities for Hedge Funds?
several months hedge funds have been accused of luring top talent away
from banks and other financial institutions. This is partially due to
the fact that banks are not what they used to be; the salary, stability
and bonus packages have greatly decreased. Hedge funds have been more
than welcome to fill the void.