Research Roundup

The Truth about April’s Budget Surplus

Washington finally had some good news to report, specifically on the budget deficit.
-Marie Schfield, chief economist, Columbia Management

Investors Living in Emerging Markets are a Bullish Bunch!

According to the GISS, 58% of investors residing in developed markets believe their local stock market will be up this year, but investors in emerging markets were even more upbeat – 66% believed their local stock market would post a bullish performance in 2013.
-Mark Mobius, executive chairman, Templeton emerging markets group

Everybody Wants Some: Central Banks and Bond Funds Step up Buying of Stocks

It's probably no surprise that a common question I hear these days is, "Has the stock market come too far too fast?" There are underlying questions as well, including "If it's not retail investors buying (they're not, at least not aggressively), who is doing the buying?"
-Lis Ann Sonders, chief investment strategist, Charles Schwab

Economic Insights: Consumers: The Great Sobriety

In many respects, the de-leveraging that has been occurring in the household sector since 2008 stands as a truly remarkable economic event, especially given the American consumer's well-entrenched, spendthrift habits.
-Milton Ezrati, senior economist and market strategist, Lord Abbett

How to Take Advantage of the Great (Sector) Rotation

One beneficiary of the 2013 US stock market rally: defensive sectors.
-Russ Koesterich, chief investment strategist, Blackrock

JP Morgan Quarterly Market Guide

Strategists at J.P. Morgan Funds believe that the New Year will not be without its own set of challenges as the Federal Reserve continues to expand its balance sheet, the economy continues to feel the effects of fiscal restraint and geopolitical tensions continue to bubble.
-JP Morgan Funds

Happy New Year?

Just about any way you cut it, 2012 was a great year for the stock market. The S&P 500 Index finished up more than 13%. Tack on a couple of percentage points for dividends, and total return last year for this broad measure of stock market performance was nearly 16%. A very impressive year indeed and in line with our expectations.
-Scott Wren, senior equity strategist, Wells Fargo

18 Implications of the Last-Minute Agreement

The bottom line: The agreement mitigates the full impact of the scheduled tax hikes and spending cuts but is incomplete in many ways.
-Russ Koesterich, global chief investment strategist, BlackRock

2013 Forecast: Good Economy, Challenged Markets

We enter 2013 bombarded by con? icting signals. While fundamentals have been mixed of late, longer-term themes — our “tectonic shifts” like the energy revolution — are gaining momentum and promising to make positive contributions sooner rather than later. And while salutary measures taken by policymakers have eased global risks and lessened fears of Armageddon, there is considerable work yet to be done.
-Doug Cote, chief market strategist, ING Investment Management

More Research

Latest News/Analysis

Affluent Economic Optimistic Increases: Survey

Despite a rocky economic environment, affluent pre-retirees are more optimistic about the future, but remain wary of credit card companies and large banks.