Tag Archives: economy

Even weak economy can produce good investment returns

Emerging market countries have earned a lot of attention from investors because of their  29.05% average annual return from 2003-2010 (MSCI Emerging Markets Index). Going forward, much of the assumption that emerging markets will continue to lead has to do … Continue reading

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The Bond Market Conundrum of 2011 — Part II

Portfolio Management Preferences to Reduce Risk LOOK BEYOND TREASURIES U.S. investors have easy and relatively inexpensive access to a broader selection of bonds than they had in 1994. Non-U.S. bonds provide U.S. investors access to different economic cycles, interest rates … Continue reading

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The Bond Market Conundrum of 2011 — Part I

What Happens When Interest Rates Rise Given historically low U.S. interest rates, government stimulus efforts that seem likely to spark inflation and a massive flow of cash chasing returns, many investors think that it is not an ideal time to … Continue reading

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Optimism exists in the business community

With talk of a possible double-dip recession, continued high unemployment and a lot of political venom, negativity has drawn a lot of headline attention lately. But it’s not all doom and gloom in corporate America. Consider these comments from the … Continue reading

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Stocks Don’t Follow the Economy’s Lead

Perhaps more than at any other time, global economic conditions are influencing outlook from investment professionals willing to offer a forecast of the market direction. Economic data reveals significant headwinds that will likely limit Gross Domestic Product (GDP) growth and … Continue reading

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Stocks are undervalued, stocks are overvalued ― depending on direction you look

The significant lack of consensus outlook for U.S. stock markets comes largely from the direction at which differing parties view the market. Those looking forward, basing market valuation on estimated future company earnings believe that markets could be 25+% undervalued. … Continue reading

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Oversupply may keep home prices falling “for years to come”

The housing bubble and subsequent subprime mortgage debacle that jump started the recession seem like old news now. But if you thought the housing market was about to begin a recovery similar to what we’ve seen in the stock market … Continue reading

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Will Economic Stimulus Ultimately Hurt?

Recently we’ve been thinking about the dramatic changes that the U.S. government has gone through to keep us out of a depression. In the past year, the U.S. government has taken over much of our domestic banking and auto industries.  … Continue reading

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