Research Roundup

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Dividends Matter

September 5, 2013

Many people think of emerging market stocks as pure growth plays, and may not realize that there is a separate potential benefit—dividends—that can also be available to investors in these markets. A prolonged period of easy monetary policies in many developed nations (particularly the US) has left income-seeking investors searching for alternatives to traditional fixed income, including dividend-paying stocks.
-Mark Mobius, executive chairman, Templeton Emerging Markets Group

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Syrian Strike Threat Roils the Markets

September 4, 2013

The imminence of a U.S. military strike on Syria sent stocks tumbling and commodities rallying this week.
-John Bonnell, AVP of fixed income investments, USAA Investments

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Last Exit before the Taper

September 3, 2013

The week ahead for financial markets should be dominated by two themes. First, the August Employment Report, due out on Friday, represents the last potential roadblock to the Federal Reserve’s plans to announce reduced bond purchases.
-David Kelly, chief global strategist, J.P. Morgan Funds

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Earnings: Just Good Enough

August 30, 2013

Summer has brought an unremarkable season of second-quarter earnings releases.
-Milton Ezrati, senior economist and market strategist, Lord Abbett

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On Tapering, All Signs Point to “Maybe”

August 30, 2013

With no definitive direction from the Fed, investors looked to the economic data for indications of whether it would be appropriate to delay the tapering of asset purchases.
-Scott J. Brown, chief economist, Raymond James

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How much and how fast?

August 29, 2013

One of the most worrisome aspects of the recent rise in long-term interest rates, aside from its devastating impact to fixed-income investors, is its potential impact on the housing recovery.
-Marie M. Schofield, chief economist, Columbia Management

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Policy Uncertainty on the Rise

August 28, 2013

Congress is back at it again. Disregarding lessons from previous fiscal fights, each party seems to be digging in and ramping up the rhetoric in advance of several contentious fiscal and economic policy events, including a possible government shutdown, a debt ceiling increase and a probable selection of a new Fed chairman.
-Libby Cantrill, executive vice president, PIMCO -Josh Thimons, managing director and portfolio manager, PIMCO

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Equities Relatively Flat as Crosscurrents Remain

August 27, 2013

The Fed dominated headlines — markets appear obsessed with policy normalization and succession issues.
-Bob Doll, chief equiity strategist, Nuveen Asset Management

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Risks, Reactions and Over-Reaction Risks

August 26, 2013

For long-term investors, it is important to look past the knee-jerk reaction of markets to economic data and events and keep a focus on long-term trends.
-David Kelly, chief global strategist, J.P. Morgan Funds

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Why it’s Time to Reconsider European Equities

August 23, 2013

Given recent signs that the eurozone economy is stabilizing, is it time to consider European equities again? Russ explains why his answer is a qualified yes.
-Russ Koesterich, chief investment strategist, Blackrock