Michael Grant, SVP, Senior Portfolio Manager, explains why he’s confident the U.S.’s expansion could continue. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior Portfolio Manager, says a recession is not imminent. Relevering by corporates, not consumers, could be the next problem. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior Portfolio Manager, says that utilities, telecom and consumer staples are among the overvalued while opportunities in financials and selective cyclical stocks are being underestimated. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior Portfolio Manager, provides his long-range view of equities. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant says 2019 could be the broad topping year for equities. He and his team are monitoring two real risks: the end of the expansion and competition of other asset classes. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior Portfolio Manager, reflects on the emergence of stable, synchronized global GDP growth that enabled equities to perform well in 2017. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior Portfolio Manager, says the days of information as an investor’s edge are over. Good decisions, not good information, are what counts now. To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior Portfolio Manager, says the team has the flexibility “to play whatever hand the market deals us.” To learn more visit: http://bit.ly/AskPM-PLS
Michael Grant, SVP, Senior PM, describes the appeal of long/short equity: to act like a long-only investor when the environment is favorable and yet to have the flexibility to preserve capital when the environment turns. To learn more visit: http://bit.ly/AskPM-PLS
When planning your long-term portfolio, look for uncorrelated assets to help achieve a balanced approach and diversification, financial pros suggest.
Advisors say the recent federal tax code reform helps businesses by reducing corporate rates and may present opportunity to individuals to “re-think” their tax strategies.
Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, provides the backstory on the 2008 inception of Calamos Evolving World Growth Fund (CNWIX). To learn more visit: http://bit.ly/AskPM-Intl
Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, elaborates on how technologies are disrupting financial services—a development known as FinTech. To learn more visit: http://bit.ly/AskPM-Intl
Emerging markets in January 2018 look attractive based on their fundamentals, relative valuations, liquidity and relative strength, explains Nick Niziolek, Co-CIO, Head of International and Global Strategies and Sr. Co-PM. To learn more visit: http://bit.ly/AskPM-Intl
Robotics and automation solutions are being adopted by emerging economies eager to boost their productivity while controlling their expenses, says Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-PM. To learn more visit: http://bit.ly/AskPM-Intl
Nick Niziolek, Co-CIO, Head of International and Global Strategies and Sr. Co-PM, describes the three tailwinds—the weak U.S. dollar, global synchronized growth and relative valuations—underlying Calamos’ positive view. To learn more visit: http://bit.ly/AskPM-Intl
Inflation is expected to increase gradually over time, but a sudden spike could have negative impact on investors, financial professionals say.
Brad McMillan, Commonwealth’s CIO, recaps another great month for the markets. In January, all three U.S. indices were up by at least 5 percent, as were international markets. There was a bit of a pullback at the end of the month, as interest rates moved up to levels we haven’t seen in years. Indeed, fixed income took a bit of a hit on these higher rates. Still, consumers keep spending and businesses are investing. Will this “virtuous circle” lead to continued economic growth? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Stocks began 2018 with a strong start and conditions appear favorable, but a pullback wouldn’t be surprising, financial professionals say.
Tax specialist Steven Siegel of The Siegel Group suggests ideas for those in or near retirement when considering their 2018 federal income taxes.
Prospects for closed-end funds remain “fairly strong” in 2018, says Alex Reiss of Stifel, who anticipates a potential increase in new issuance.
Looking back, closed-end funds generally had a “strong” year in 2017, benefiting investors, says analyst Alex Reiss of Stifel.
Brad McMillan, Commonwealth’s CIO, recaps another month of good news for the markets. In December, U.S. markets were up across the board, international markets did even better, and emerging markets hit it out of the park. As a result, we are entering the new year with a huge amount of momentum. Hiring continues to be strong, consumer confidence is very close to the highest level since the dot-com boom, and business confidence remains high. But will the recent tax reform bill have a major impact in 2018? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Energy-related Master Limited Partnerships, or MLPs, have faced challenges despite relatively stable prices in recent months, says Jesse Dashefsky of Morningstar.
US equities may continue their “good run” and the healthcare sector in particular may present opportunity to investors, says Travis Miller of Morningstar.
While the fixed income market has been relatively stable, it’s important to “know what you own” before potential volatility strikes, says Emory Zink of Morningstar.
New research shows financial advisor “gamma” may help improve portfolio returns, says Paul Ellenbogen of Morningstar.
Brad McMillan, Commonwealth’s CIO, recaps a month of good news for the markets. In November, U.S. financial markets were up across the board, and developed markets rose substantially. Hiring continued to do well, personal income grew, and consumer confidence rose to the highest level in 17 years. Plus, business confidence improved more than expected, and business spending was up. Given all of these positives, do we need to worry about political uncertainty in Washington, including the debt ceiling? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
One day investors may look beyond income potential when they consider investing in closed-end funds, says John Cole Scott of CEF Advisors.
Closed-end funds have a long history in the United States and continue to attract investors in pursuit of income, says Rennie McConnochie of Aberdeen.
Industry professionals say interest rates and leverage costs are important factors to consider when assessing the risk level of a closed-end fund.
Co-CIO Francis Gannon on the state of the current small-cap market, the prospects for value's leadership, and why cyclical businesses with global exposure continue to look attractive.
Investors looking beyond stocks and bonds may want to consider closed-end funds containing alternative investments, say CEF industry professionals.
Brad McMillan, Commonwealth’s CIO, recaps a terrific month for the markets. In October, U.S., developed, and emerging markets were all up. Companies are making money, and stock markets are positive. Plus, despite three of the worst storms in U.S. history, consumer and business confidence grew. This is a very positive sign. On the corporate earnings front, however, there is some worrisome headline data. Still, profit growth continues to beat expectations. So, with a solid economy, where do we go from here? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Portfolio Manager Charlie Dreifus looks at the impact of e-commerce and how it’s affected his investments in small-cap retailers.
Viewed from a global perspective, closed-end funds offer a wide range of potentially attractive investments, including emerging market strategies, CEF pros say.
Closed-end fund demand has increased as investors continue to seek income in a low-yield environment, CEF pros say.
A new, state-of-the-art designation from The American College of Financial Services, Wealth Management Certified Professional (WMCP™) takes learners on a deep dive through goal-based wealth management.
Closed-end fund discounts have narrowed, but opportunities may remain in certain areas of the market, CEF industry pros say.
Brad McMillan, Commonwealth’s CIO, reports on a great month for the financial markets. In September, all three U.S. indices and developed markets around the world were up. These results are surprising given recent events. The U.S. was hit by some of the worst storms in history. Plus, the North Korea crisis persists, with credible talk of a nuclear war. Still, the markets continue to respond to the fundamentals, like strong consumer confidence and business investment. Will the bad news catch up with us? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Healthcare cost, government regulation and the lack of financial education pose threats to worry-free retirement, but also create opportunity, industry pros say.
Portfolio Manager David Nadel describes why international small-cap is an asset class worth considering.
