Portfolio

Jeff Saut is bullish, despite expectations for a 5% to 10% correction in domestic markets.

Fund managers are bullish on the prospects for equities and emerging markets in 2011, but have bearish views on government bonds, a survey of 141 fund managers at the end of 2010 by Towers Watson found.

Transamerica Asset Management, having completed its adoption of the TS&W International Equity Portfolio, has re-introduced the fund as the Transamerica TS&W International Equity Fund.

Thirty-four percent of the 3,171 adults that The Harris Poll surveyed in February expect the economy to improve in the coming year, 42% expect it to stay the same and 25% think it could get worse.

Harbor Funds has launched the Harbor Flexible Capital Fund, managed by Marsico Capital Management.

While the middle class is usually cited as the prime beneficiary whenever Congress ratchets up tax reform rhetoric, talk of possibly eliminating the deferral of taxes on income generated from annuities has financial advisors and their middle-class clients on edge.

Kevin Batterton will run business development and portfolio management

Take a fresh look at your clients' life insurance planning to see if changes are necessary in light of the 2010 Tax Act.

Annuities sold through banks hit a rough patch last year, but 2011 looks brighter, as interest rates begin to rise and the Dow Jones Industrial Average continues to improve.

Many of your clients are still shaking on the sidelines, which is typical behavior for small investors in prior post-recession bull markets. One investment manager has a possible solution for getting them back into the market.