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Search Results
Results 751–800 of 848 found.
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Global fixed income outlook for 2014
by
Phil Apel
of
Henderson Global Investors
,
1/28/14
Phil Apel, Head of Fixed Income, gives a brief review of the key themes that influenced bond markets in 2013 and an outlook for the environment in 2014. He notes that corporate credit is behaving responsibly to refinance and get into a good position financially. In contrast government bonds have suffered as the economy has recovered the market has begun to price in the fact we may see a normalization in the foreseeable period and have seen forward interest rates move up to the lower level of normal band.
Market Update with Maury Fertig of Relative Value Partners
by
Investius News
,
1/23/14
Fixed income CEFs may be attractive in 2014, especially those with intermediate duration holdings, says Maury Fertig of Relative Value Partners.
Income & More with Ken Fincher of First Trust Advisors
by
Investius News
,
1/14/14
What may be in a CEF distribution? Possibly income and more. Ken Fincher of First Trust Advisors shares a perspective and comments on ?good? and ?bad? return of capital.
European Markets Positioning
by
Tim Stevenson
of
Henderson Global Investors
,
12/24/13
Tim Stevenson, Director of Pan European Equities, reviews recent European market activity and notes positive economic news including a more settled German economy and the expectation of more sanguine political ?noise? heading into 2014. He believes now is a good time to start rebuilding European weightings and is optimistic about the outlook for 2014.
Identifying Opportunities in 2014
by
Bill McQuaker
of
Henderson Global Investors
,
12/18/13
Bill McQuaker, Head of Multi-Asset, provides a brief overview of 2013 market behavior and notes his expectations for global markets in 2014. He identifies Japan as an exciting opportunity and believes there may be a buying opportunity in Emerging Markets at some point within the year. Bill also touches on activity in the UK, US and bond markets.
2013 Review with Ken Fincher of First Trust Advisors
by
Investius News
,
12/17/13
2013 has been a dramatic year for closed-end funds, according to Ken Fincher of First Trust Advisors and other industry professionals.
Risks You Could Actually Do Something About
by
Lori Heinel
of
OppenheimerFunds
,
12/17/13
Lori Heinel, Head of Investment Products, discusses the role of protection* against certain risks in a portfolio. * Protection is positioned as an investment goal. Investing in certain securities may help to hedge against certain risks, but does not imply any guarantee from loss. Mutual funds are subject to risk. Shares may gain or lose value.
ETF Popularity with Rick Ferri of Portfolio Solutions
by
Investius News
,
12/11/13
Being an advisor hasn't changed significantly in recent years, except for the rise of popular new products like ETFs, says Rick Ferri of Portfolio Solutions.
CEF Duration with Mariana Bush of Wells Fargo Advisors
by
Investius News
,
12/11/13
Understanding a fund's duration can be helpful, but finding the right data may be tricky, says Mariana Bush of Wells Fargo Advisors.
Tax-loss Selling with Ken Fincher of First Trust
by
Investius News
,
12/3/13
Fourth quarter tax-loss selling may put a damper on fixed income CEF prices, according to Ken Fincher of First Trust.
Muni CEFs with Cara Esser of Morningstar
by
Investius News
,
11/26/13
Municipal bond CEFs have experienced volatility in 2013, but may be worth considering, says a Morningstar analyst.
Multitaskers in a Portfolio
by
Brian Levitt
of
OppenheimerFunds
,
11/19/13
This video touched on how dividend stocks, senior floating rate loans and MLPs provide multiple income benefits.
Discovering Dividend Yield
by
Job Curtis
of
Henderson Global Investors
,
11/19/13
Job Curtis, Director of Global Equity Income, reviews recent interesting economic developments including interest rate cuts in Europe and positive employment data and talk of tapering in the US. From an income perspective, Job and team feel that equities outside the US are more attractive than those in the US. Job also points out sectors where they currently see opportunity such as telecoms and utilities.
Investor Trust 'Breakdown' with George Wilbanks
by
Investius News
,
11/12/13
All advisors must wrestle with a 'breakdown' in trust with investors, according to financial services executive recruiter George Wilbanks.
Restoring Market Trust
by
Investius News
,
11/5/13
The new board chair of IMCA says getting clients to be confident and fully allocated in the capital markets is a key challenge for financial advisors today.
Longevity Landscape with Joseph Coughlin of MIT
by
Investius News
,
11/5/13
As Baby Boomers age, their portfolio needs may require more than just income generation, says an MIT retirement expert.
Seeking Dividend Growth
by
Alex Crooke
of
Henderson Global Investors
,
10/29/13
Alex Crooke, co-manager of the Global Equity Income Fund, provides a 3rd quarter update on the Fund and its sector and geographic allocations. Overall, Alex still sees potential for operational leverage in a number of companies where topline growth can start picking up if economic growth improves. He feels they can still find attractive stocks with decent dividends and a potential for dividend growth.
Engaging Female Clients
by
Investius News with Marie Dzanis of FlexShares
,
10/23/13
Advisors seeking to engage female clients need to focus on building credibility and winning their trust, according to a special report from Marie Dzanis of FlexShares ETFs.
Go Where the Growth Is
by
George Evans
of
OppenheimerFunds
,
10/22/13
This video touches on global investment opportunities that OppenheimerFunds offers.
What does Human Finance Mean to You
by
TDAI Advisors
,
10/22/13
At TD Ameritrade Institutional, we always ask ourselves what's behind the numbers. We know that finance is really about managing the hopes and dreams of people, not pie charts.
CEF Market Update
by
Investius News
,
10/21/13
Is your seat belt fastened? A closed-end fund analyst at Morningstar says we could be in for a ?roller coaster? ride in the months ahead. Cara Esser anticipates volatility across the CEF marketplace.
European markets and political news
by
Tim Stevenson
of
Henderson Global Investors
,
10/8/13
Tim Stevenson, Director of Pan European Equities, provides an update on European markets and the optimistic tone of conversations with European companies in recent weeks. He notes, ?In many respects, it looks like the economic perspectives from Europe have stopped getting worse and indeed have started getting better ? and that?s obviously a trend that we all hope will continue and won?t be upset by this sort of short-term political uncertainties.?
Welcome to Human Finance
by
TDAI Advisors
,
10/8/13
At TD Ameritrade, we work with humans, not just numbers. We prefer to think of it as the business of understanding the people behind the portfolios. The business of Human Finance.
A better looking European picture
by
Tim Stevenson
of
Henderson Global Investors
,
8/20/13
Tim Stevenson, Director of Pan European Equities, provides a quick update on European markets and economies and notes why he is encouraged by the outlook for the second half of 2013. He believes the economic news will gradually impress and that Europe is through the worst of the austerity crisis and pressures that the economies have been under over the past five years.
Taking a step back to review markets
by
Bill McQuaker
of
Henderson Global Investors
,
8/13/13
Bill McQuaker reviews market behavior noting an improvement in economic performance in Europe and a decoupling of emerging and developed markets. He points out that Europe and Emerging Markets may present buying opportunities in the near future.
Signs of an improving European outlook
by
Job Curtis
of
Henderson Global Investors
,
7/29/13
Job Curtis provides his views on the improving economic background and describes the Fund's positioning both geographically and by sector. He notes there are genuine signs of an improvement in the economic outlook including a drop in Spanish unemployment and Purchasing Managers' survey results across the Eurozone are looking more positive. In the UK there is firm evidence of an improvement of the economy with the second quarter GDP figure up .6 percent. Overall, the Fund?s portfolio is finding more opportunities in quality companies with strong balance sheets and dividend increases.
Latin American Travel Notes
by
Nick Cowley
of
Henderson Global Investors
,
7/15/13
Panama, Peru and Columbia have been among the strongest performers in the emerging markets space over the last few years and the future continues to look bright. Nick Cowley points out a few investment ideas that he believes offer an interesting opportunity that investors tend to miss while focusing on Brazil.
Asian Markets Review and Outlook
by
John Crawford
of
Henderson Global Investors
,
7/2/13
Asian markets have struggled this year, certainly relative to other more developed markets of the world. That relative weakness has become more absolute weakness in recent weeks ? primarily as a result of Ben Bernanke's statements on the outlook for quantitative easing in the US. Overall, we're not overly worried about this change in the environment; we think it will be a little bit volatile in the short term but in the medium term it will present opportunities to buy quality stocks at reasonable prices.
What is the dynamic allocation investment process?
by
Marc Pinto and Gibson Smith
of
Janus Henderson Investors
,
6/24/13
Janus Balanced Fund Portfolio Manager Marc Pinto discusses how he and Co-Manager Gibson Smith alter the amount of equity and fixed income in the portfolio based on market conditions.
Signs of Stabilization in Europe
by
Stephen Peak
of
Henderson Global Investors
,
6/17/13
After dealing with negative headlines in Europe for quite some time, Stephen Peak notes some recent signs of stabilization trends in Europe. He also points out a few key opportunities he sees in the vast universe of stocks within the region.
Game-Changer?
by
Richard Freeman and Evan Bauman
of
ClearBridge Investments
,
6/17/13
ClearBridge Aggressive Growth Fund?s co-portfolio managers didn?t set out to own certain companies for 10, 20 or even 30 years. But when they find a promising innovator that can change people?s lives, they have the patience to hold it through entire business cycles. Getting in on the ground floor of game-changers (think cell phones in the 1980s) is a hallmark of the Fund, along with high conviction and a long-term outlook. As today?s market shifts toward growth, see how two industry veterans separate sustainable growers from those that are just a flash in the pan.
Dividend paying equities: Why now?
by
Alex Crooke and Job Curtis
of
Henderson Global Investors
,
6/11/13
Alex Crooke and Job Curtis reveal why they believe now is the time to invest in dividend paying equities ? and what we can expect in the years ahead. They provide insight on where they see opportunities and the difference between those in the US and internationally.
Asia ex-Japan: Outlook and recent trends
by
Andrew Mattock
of
Henderson Global Investors
,
6/4/13
Andrew Mattock, Fund Manager, Pan Asian Equities, reviews Asia ex-Japan markets year to date and touches on some recent trends in the region. He notes Southeast Asia markets have had a strong start to the year while in contrast, north Asia markets have been flat or down year to date. Andrew explains that the rationale for investors going into Southeast Asia more aggressively, relative to North Asia, is the exposure of North Asian companies and economies to both the industrial production cycle in China and also weak export growth coming out of the global economy.
What is the dynamic allocation investment process?
by
Marc Pinto and Gibson Smith
of
Janus Henderson Investors
,
5/22/13
Janus Balanced Fund Portfolio Manager Marc Pinto discusses how he and Co-Manager Gibson Smith alter the amount of equity and fixed income in the portfolio based on market conditions.
Equity Income Offers Good Yield Hunting
by
Peter Vanderlee and Mark McAllister
of
ClearBridge Investments
,
5/20/13
With a combination of income growth and capital appreciation potential, equity income securities deliver a potent mix that's attracting increased investor interest. ClearBridge Investments' Portfolio Managers, Peter Vanderlee and Mark McAllister, share their thoughts on ClearBridge's innovative, high-quality offering in this space?a best of breed, tax-simplified approach that includes specialized equity income securities like REITs and MLPs.
Straight Talk: Janus Balanced Fund
by
Marc Pinto
of
Janus Henderson Investors
,
5/14/13
In today's ever-shifting economic landscape, many investors are looking for a cautious approach. Marc Pinto answers five questions on Janus Balanced Fund, including how he navigates uncertain markets, where he's seeing compelling investment opportunities, and why the partnership between Janus' equity and fixed income teams may benefit investors.
Seeking out dividend growth
by
Job Curtis
of
Henderson Global Investors
,
5/6/13
Job Curtis, Director of Global Equity Income, summarizes the outlook for global equities and discusses where he's looking for dividend yield. He notes dividend yields are currently very attractive and equities are not overvalued by historical standards.
A Market of Dichotomies
by
John Pattullo
of
Henderson Global Investors
,
4/29/13
John Pattullo, Head of Retail Fixed Income, discusses a classic dichotomy in the market currently - the relatively high levels of equity markets with close to record lows in the bond yields. He touches on bond markets, talk of the ?great rotation? out of bonds into equities ? which is still yet to be seen, and signs of a deflationary period based on recent economic data.
Financial markets - Against All Odds, a Good Period Overall
by
Bill McQuaker
of
Henderson Global Investors
,
4/8/13
Bill McQuaker reviews recent financial market behavior pointing out that against all odds, it's been a good period with energized equity markets and good returns.
Clarity on Cyprus
by
Tim Stevenson
of
Henderson Global Investors
,
4/1/13
Tim Stevenson draws some sense out of the situation in Cyprus and notes that while it does increase uncertainty in European markets in the short term, he does not believe there is risk of contagion. He also notes that this is another step in the right direction to clean up the banking industry and getting the European economies to run in a more logical manner.
Bond markets: skepticism, short squeeze and selectivity
by
John Pattullo
of
Henderson Global Investors
,
3/12/13
John Pattullo explains why he is skeptical of a "great rotation" given the weak economic background. He explains why a respectful attitude towards the gilt market has helped the funds he co-manages avoid being caught in a short squeeze and draws parallels with Japan where bond yields are still falling in spite of a reflationist prime minister. He also discusses where value does and does not reside within the fixed income market, reminding investors that some recent developments have echoes of 2007, making stock selection all the more important.
Global Equities Update
by
Alex Crooke
of
Henderson Global Investors
,
3/1/13
Alex Crooke reviews 2012 and discusses three areas of the macro environment that are required for equities to continue their gains.
Improved sentiment in Europe
by
Tim Stevenson
of
Henderson Global Investors
,
2/8/13
Tim Stevenson, Director of Pan European Equities at Henderson, provides an update on the recent market behavior in Europe including the shift to a more positive sentiment. Although it may be slightly premature, Tim explains that the ?line has been drawn in the sand? and any future iterations of the euro crisis would not significantly deteriorate the situation in Europe. He also notes an anticipated flow from fixed interest and bonds into European equities. While the transition will be gradual, he believes we should see this shift in the first half of 2013 and over the next few years.
Bottom-up thoughts in LatAm
by
Nick Cowley
of
Henderson Global Investors
,
2/4/13
Nick Cowley, Fund Manager of the Latin American sleeve of the Henderson Emerging Markets Opportunities Fund, reviews the bottom-up opportunities he sees in Latin America in respect to both sectors and specific stocks. For example, across region the team favors the industrials and consumer sectors. He notes the Brazilian government is keen to improve the competitiveness of Brazilian industry and in Mexico, the industrial sector is seeing a wave of new investment.
Peak?s peek at the ?crystal ball? ? 2013 Market Outlook
by
Stephen Peak
of
Henderson Global Investors
,
1/24/13
Stephen Peak provides an in depth outlook on anticipated market behavior in 2013 including a detailed focus on international equities. From global GDP growth expectations and details on Emerging Markets and specific stocks, Stephen identifies where he sees potential over the coming year and how he plans to tie those findings back to the International Opportunities Fund portfolio.
2013 Global Outlook
by
Bill McQuaker
of
Henderson Global Investors
,
1/2/13
Bill McQuaker, Head of Multi-Asset, provides an outlook on global markets for 2013. He looks at both positive drivers and potential pitfalls but suggests 2013 could provide more convincing evidence that the economy is emerging from the financial crisis and entering a different phase.
Bond Markets: Review and outlook
by
Jenna Barnard
of
Henderson Global Investors
,
12/17/12
Jenna Barnard notes this year's strong performance for credit investors as well as some possible expectations in the coming years.
Henderson Global Equity Income Fund update
by
Job Curtis
of
Henderson Global Investors
,
12/10/12
Job Curtis covers his views on global markets as well as the latest positioning of the Henderson Global Equity Income Fund. Overall Job believes the tone of markets has improved and looking forward we may see global growth edge up through 2013.
A compelling case for European companies
by
Tim Stevenson
of
Henderson Global Investors
,
11/16/12
Tim Stevenson provides insight into current economic happenings in Europe and the US while highlighting opportunities and the compelling case for the quality and position of European companies. While noting his dissatisfaction with the overall economic situation, he notes his confidence remains in companies.
Growth opportunities in LatAm: Beyond Brazil
by
Nick Cowley
of
Henderson Global Investors
,
11/6/12
Nick Cowley provides insight on the growth opportunities he currently sees in Latin America beyond those typically found in Brazil and Mexico. He comments on real GDP of Peru and Panama and the potential continued growth in those countries. He notes it can be more challenging to seek out exposure in these areas but that he is continuing to look at ways to tap into these exciting growth opportunities.
Results 751–800 of 848 found.
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