The secular bull market in commodities, which took a breather during the stock market downturn last year, is back on track and poised for an extended rally, according to money managers and market watchers.
If ever there was a case against an investment strategy limited to traditional allocations to stocks and bonds, it was the global financial market meltdown that unfolded last fall.
The stock market's relentless charge from its March lows shouldn't be taken for granted, since no rally lasts forever, according to portfolio manager Jeffrey Beamer, who maintains a constant hedge on every position in his Lacerte Guardian Fund (LGFIX) offered by Lacerte Capital Advisers LLC.
The nation's 10.2% unemployment rate — the highest level in 23 years — is being viewed by some analysts not as a peak but as the beginning of a sustained period of above-average unemployment.
The major pros and cons of investing in China could be summed up as growth and volatility. But Jonathan Masse, senior portfolio manager with AlphaShares LLC, believes the growth is worth the ride.
Don't make the mistake of letting this year's powerful rally by real estate investment trusts deter you from considering an allocation to real estate at this point in the cycle.
The stock market is mistakenly seeing the glass as half empty, says Uri Landesman, head of global growth at ING Investment Management Americas. He cited the stock market's negative start today as evidence of “some cross-currents” that might have investors confused and conflicted.
The stock market rally has gone too far too fast, and on too little real economic recovery, claims Tom Samuels, manager of the Palantir Fund (PALIX), a global long/short fund from Palantir Capital Management Ltd.
Hedge fund performance is cooking again, which means that advisers should brace for a new onslaught of investor inquiries about alternative strategies.
