Research Roundup

Why We Still Like China

August 23, 2013

A spike in the country’s short-term lending rate in June gave some investors the sniffles at least temporarily, while others have turned bearish on China amid concerns growth rates this year could be under the weather.
-Philippe Brugere-Trelat, Executive Vice President, Franklin Templeton -Andrew Sleeman, Portfolio Manager, Franklin Templeton

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Volatility Rising: Why? And How to Invest?

August 22, 2013

As we have been discussing in recent weeks, volatility appears to have picked up from its summer lows and investor uncertainty has been rising.
-Russ Koesterich, chief investment strategist, Blackrock

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The Damage Potential of Rising Rates

August 21, 2013

Investors could now face the threat of rising bond yields. Various bull and bear scenarios might ensue. What are they and what could trigger them? What are the risks to portfolios?
-Michael Temple, director of credit research, Pioneer Investments

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The Tick-Tock on Tapering

August 20, 2013

The reaction to the tapering talk of the last few months has been surprising. No one should have expected the asset purchase program to last forever and the consensus opinion at the start of 2013 was that Fed asset purchases would likely stop by the end of the year.
-Scott J. Brown, chief economist, Raymond James

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Stock Market Takes a Nose Dive

August 19, 2013

Stocks and bonds tumbled worldwide last week, as investors reacted to stretched valuations and the ongoing fear of the U.S. Federal Reserve's "tapering."
-Dan Denbow, associate vice president, USAA Investments

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Once-a-Generation European Opportunity?

August 16, 2013

Volatile markets make for an interesting sort of litmus test of investor mettle.
-Cindy Sweeting, director of research, Franklin Templeton

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What Lies Ahead for China? McKinsey Lists 10 Forces

August 16, 2013

By 2022, research by McKinsey suggests that 75 percent of urban consumers in China will earn around $9,000 to $34,000. This income level, which is currently between the average earned in Brazil and Italy, is only 4 percent of what Chinese households were bringing home in 2000.
-Frank Holmes, chief investment officer, U.S. Global Investors

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What Role for Emerging Markets After the Sell-Off?

August 15, 2013

“Is now the right time to buy?” This is the question that is – and should be – on the minds of investors after the sharp movements in financial markets that began in May.
-Ramin Toloui, executive vice president, PIMCO