Research Roundup

New Lows and a Dud IPO

We're testing all sorts of lows: record low for GT10 auction last week; GT30 yield, same level as Dec 2008; European banks are at same price level as 1987...so 25 years of gains wiped out; euro stocks same level as March 2009, so all the gains gone; U.S. safest and best place to be; China stocks at same level as 2006, since then the Chinese economy has doubled and; to cap it all we had an IPO that should never have happened. We're back in risk territory and markets don't want to extend or commit.
Christian W. Thwaites
President and CEO of Sentinel Asset Management, Inc.

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Macro Hedge Funds Still Reducing Beta

The investable hedge fund composite index was down 1.10% month-to-date as of May 16, compared to down 5.23% for the S&P 500. CTA Advisors and Convertible Arbitrage performed the best, up 0.36% and 0.32%, respectively. Long/Short performed the worst, down 2.63%.
Mary Ann Bartels, head of U.S> Technical Analysis

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Will China Fire Up its Economy?

China wants the ability to manage a “stable decline” to “promote medium-to-long-term structural reforms” as well as avoid a hard landing.
Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors

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Latest News/Analysis

Sectors

Healthcare

Aging Boomers, Reform Will Drive Medical, Health Insurance Demand

In the five years to 2016, the health and medical Insurance industry's revenue is forecast to increase...

Energy

Government Incentives Will Spark Solar Firms in '12

The solar power industry is set to develop a healthy glow over the next five years. In that time,...


Consumer

Education Secretary Appeals for Financial Literacy, Planning Instruction in Schools

Education Secretary Arne Duncan urged a special advisory council to dig deep as it crafts...

Technology

Video, Apps Essential Tools for Advisor-Client Engagement

CLS Investments, a leading independent third-party money manager, is preaching the gospel of engaging...


Commodities

African Commodities, Derivatives Exchange to Launch in 2012

A pan-African commodity and derivatives exchange said it will open in the middle of next year.

Financial

Morningstar to Predict Five-Year Future of Funds

At a time when asset managers are increasingly questioning modern portfolio theory and static...


Talking Point

"We had a strong rebound in global growth in 2009, but then [we had] a more modest continuation of that growth, so when that growth starts again, investors tend to pay up for stocks that can show superior earnings growth."

Arjun Jayaraman, co-manager of Causeway Emerging Markets Institutional fund »