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SEC Unveils the Aberrational Performance Inquiry for Hedge Funds

Posted by Valerie De Vol | IACCP®, Chief Operating Officer

December 23, 2011

A recent compliance alert from ACA Compliance Group describes the SEC's initiative to combat fraud in hedge funds, known as the Aberrational Performance Inquiry. The program "aims to identify "abnormal" fund performance, that is, fund performance that is inconsistent with fund strategies and/or benchmarks."

In an attempt to "thwart various illegal practices," the SEC "will pay particular attention to returns consistently greater than three percent of their respective market index."

Source: ACA Compliance Group

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Preparing for Better Days - Wells Fargo’s 2012 Outlook

December 19, 2011
Wells Fargo's Investment Strategy Committee is out with their 2012 economic and market outlook. Broken down into four concise and easy to ... [+] Read More

Windhaven Misses Its 12-Month Benchmarks Again but Still Hits Asset-Gathering Mark

December 18, 2011
RIABiz, an online publication geared towards financial advisors, recently reported on money manager Windhaven Investment Management's year ... [+] Read More

CEO of Legg Mason Subsidiary, ClearBridge Advisors, Out

December 15, 2011
Money manager ClearBridge advisors notified clients on December 1st, 2011 of CEO Peter Sundman's departure. Part of the reason behind the ... [+] Read More

European Sovereign Debt Crisis Update - Roosevelt Investments

December 13, 2011
In their December commentary, Roosevelt Investments provides their insight on the latest sovereign debt developments out of Europe. "On the ... [+] Read More

Euro-Zone Returns to German Style Austerity Goals - Navellier

December 13, 2011
Louis Navellier's weekly commentary focuses on the latest news out of Europe and what to expect moving forward. The sharp rise in US ... [+] Read More

Progress in Europe Lifts Sentiment - BlackRock

December 13, 2011
Chief Equity Strategist at BlackRock, Bob Doll, shares his thoughts on the latest European summit and what it means for the investing ... [+] Read More

2011: A Very Challenging Year - Wells Fargo

December 12, 2011
Wells Fargo's Chief Macro Strategist Gary Thayer takes a look at 2011 and the key events in this week's commentary. "Earlier this year, the ... [+] Read More

Slower Growth Continues Even With Europe’s Problems - Wentworth Hauser

December 1, 2011
Wentworth Hauser & Violich's fall commentary reviews the economic situation in major markets and addresses the long-term structural ... [+] Read More

Keeping an Eye Out on Europe - Roosevelt Investments

November 28, 2011
Roosevelt Investments' November market commentary reviews recent developments in the market and global economies and highlights where ... [+] Read More

Record Setting Earnings, Growth and Surprises - JP Morgan

November 17, 2011
Market Strategist Joseph Tanious discusses the current earnings season and outlook for the equity markets. In particular, he will examine ... [+] Read More

Trade Data Point to Strengthening Economy - Federated

November 15, 2011
Philip Orlando, Chief Market Strategist for Federated Investors, dives into the most recent trade data and explains why it could lead to an ... [+] Read More

October Stock Market Strength Continues into November - Wells Fargo

November 14, 2011
Wells Fargo Chief Equity Strategist Stuart Freeman takes a look at the economic data which appears to be driving the recent stock market ... [+] Read More

Special European Market Update - Navellier

November 10, 2011
With the dramatic events in Europe over the last few days, Louis Navellier is out with a special market update describing what's going on. ... [+] Read More

Choppy Markets Continue - Churchill Management Group

November 5, 2011
Churchill Management Group’s latest commentary focuses on the market rallies and weak technical indicators. “It continues to appear we are ... [+] Read More

Third Quarter Portfolio and Market Review - Eagle Asset Management

November 3, 2011
Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The ... [+] Read More

U.S.-China Trade: More Than a Game of Chicken

November 1, 2011
Lord Abbett's Milton Ezrati discusses U.S.-China trade relations and the potential for Congress to label China as a "currency manipulator." ... [+] Read More

What Double-Dip? - Federated Investors

November 1, 2011
Dividend manager Federated Investors examines the latest third quarter GDP number for the US.  "[The] advanced report for third-quarter ... [+] Read More

The Strong Earnings Environment - Navellier

October 20, 2011
Navellier's third quarter commentary discusses high-frequency trading, S&P 500 earnings, the banking sector and Operation Twist. "In the ... [+] Read More

Lord Abbett’s Third Quarter Outlook

October 20, 2011
Milton Ezrati, Senior Economist and Market Strategist for Lord Abbett answers several questions about the global economy, stock market, ... [+] Read More

The Same Old Song and Dance - Calamos Investments

October 20, 2011
Calamos third quarter commentary expresses many concerns about the global economy, but ultimately concludes that the healing process has ... [+] Read More

Emerging Market Growth Resilient - Lazard

October 20, 2011
Money manager Lazard shares their outlook on emerging market equity and fixed income. "Growth in emerging markets continues to be resilient ... [+] Read More

Watch What Consumers Do, Not What They Say - Wells Fargo

October 11, 2011
Wells Fargo's Chief Macro Strategist Gary Thayer discusses consumer sentiment and consumer confidence in today's volatile environment. "A ... [+] Read More

Fourth Quarter Investment Directions - BlackRock

October 11, 2011
Read BlackRock's just released Fourth Quarter 2011 commentary to learn more about the investment themes they see moving forward. "Over the ... [+] Read More

Federated’s Third Quarter 2011 Performance Review

October 11, 2011
Federated's Strategic Value Dividend strategy outperformed both the S&P 500 and the Dow Jones Select Dividend Index in the Third Quarter ... [+] Read More

The Third Quarter Ends on a Mixed Note - BlackRock

October 3, 2011
BlackRock's Chief Equity Strategist Bob Doll explains his thoughts for the third quarter and what information will be guiding the market. ... [+] Read More

Is the "Worst Quarter since 2009" a Correction or a New Bear? - Navellier

October 3, 2011
Louis Navellier reviews the latest quarter performance across different asset classes in his latest market commentary. Germany, Greece and ... [+] Read More

Understanding the Situation in Europe - JP Morgan

September 30, 2011
In one of the most informative pieces about the situation in Europe, JP Morgan Asset Management does an excellent job examining the history ... [+] Read More

European Sovereign Debt Implications - Roosevelt Investments

September 26, 2011
Roosevelt Investments gives us a brief overview of the situation in Europe, what we can expect moving forward, and how the events could ... [+] Read More

’Operation Twist’ Disappoints Investors - Wells Fargo

September 26, 2011
Wells Fargo's Chief Macro Strategist Gary Thayer examines the market's reaction to the announcement of Operation Twist and increases his ... [+] Read More

Europe’s Confidence Game - Lord Abbett

September 26, 2011
For an in depth and concise explanation of the European sovereign debt issues, check out Lord Abbett's latest commentary. "Of the three big ... [+] Read More

Roosevelt Investment’s Global and Domestic Macro Views

September 12, 2011
Money manager Roosevelt Investments is out with their latest "Take 5" which reviews Roosevelt’s thoughts on recent world events and ... [+] Read More

Talk Is Cheap - Federated Investors

September 12, 2011
Linda Duessel, Equity Market Strategist at money manager Federated Investors examines this past week's events including speeches by ... [+] Read More

Corporate Profits Increase Despite Slow Growth - Wells Fargo

September 7, 2011
Wells Fargo's Chief Macro Strategist Gary Thayer explains why the growth in corporate profits is a positive sign for the economy. "The ... [+] Read More

Economic Recovery Poised to Improve - BlackRock

September 7, 2011
Bob Doll, Chief Equity Strategist at BlackRock reviews the latest jobs report and the significant downside risks that remain in this market ... [+] Read More

Will September Be Like August? - Navellier

September 7, 2011
Louis Navellier of money manager Navellier & Associates examines the latest jobs report, the uncertainty surrounding the Fed, and the ... [+] Read More

Bad News Sometimes Creates Good Value - Wells Fargo

August 29, 2011
Wells Fargo's Chief Macro Strategist Gary Thayer is out with his weekly commentary and focuses on corporate earnings growth and consumer ... [+] Read More

US Economy Appears to Have Downshifted - Roosevelt Investments

August 23, 2011
Roosevelt Investments provides their thoughts on the US economy, European sovereign debt issues and commodities in their August commentary. ... [+] Read More

Government Regulations Impede Economic Growth - Wentworth Hauser

August 18, 2011
Money manager Wentworth Hauser & Violich is out with their 2011 summer review and outlook. "Virtually all economic indicators point toward ... [+] Read More

"Fear Itself" - Federated Investors

August 17, 2011
Stephen Auth, Chief Investment Officer at money manager Federated Investors, works his way through the various fears given as the cause of ... [+] Read More

Intense Volatility Rattles Investor Confidence - BlackRock

August 16, 2011
Bob Doll, Chief Equity Strategist at money manager BlackRock believes the fundamental foundations for the global economy should be ... [+] Read More

Recession Watch - Wells Fargo

August 16, 2011
Wells Fargo's weekly commentary reviews the chances of a recession and highlights a lot of good news that has been ignored by the media ... [+] Read More

Secular Bear Market Until After 2012 Election - Churchill

August 16, 2011
Churchill Management Group explains why they believe we are most likely in a bear market and how they plan to position themselves ... [+] Read More

Finding Our Way Without True North - Janus Capital Management

August 16, 2011
Money manager Janus believes many companies and consumers alike have the survival skills in place to ride out this volatility. "For the ... [+] Read More

Record Market Volatility Adds Terror to a Minor Market Decline - Navellier

August 16, 2011
Money manager Louis Navellier reviews blue-chip stock yields, European debt issues, and last week's roller coaster ride. "Last week, the ... [+] Read More

Looking Back, Looking Ahead - Eagle Asset Management

August 12, 2011
Money manager Eagle Asset Management takes the opportunity to point out that it's not all bad news. They review average market ... [+] Read More

Perspectives on Recent Volatility - Calamos Investments

August 12, 2011
John P. Calamos and Nick P. Calamos of money manager Calamos Investments give their thoughts on the recent market downturn and surrounding ... [+] Read More

Despite Recent Darkness, Long-Term Picture Brighter for Equities - BlackRock

August 10, 2011
Bob Doll, Chief Equity Strategist at money manager BlackRock shares his thoughts about the recent market volatility. "Equity markets have ... [+] Read More

Dodging One Crisis Just to Face Other Problems - Wells Fargo

August 9, 2011
Wells Fargo discusses the markets over the last few days and what may have lead to the selloff. "The markets were extremely volatile this ... [+] Read More

Secular Bull Market Should Remain In Place - ClearBridge Advisors

August 2, 2011
"Looking ahead, we still believe that many of the factors that have driven the secular bull market should remain in place. Short-term ... [+] Read More

Crisis Averted: Debt-Ceiling Deal Essential For Markets - Federated Investors

August 2, 2011
Money manager Federated Investors offers their perspective on the latest debt ceiling resolution from equity, fixed income, and money ... [+] Read More

Catastrophe Narrowly Averted! Navellier&Associates

August 2, 2011
Money manager Louis Navellier looks at the debt ceiling resolution, Europe, and the weak US growth in the first half of 2011. "The market ... [+] Read More

America’s Export Power - Lord Abbett

August 2, 2011
Milton Ezrati, senior economist and market strategist for money manager Lord Abbett examines America's export success over the last few ... [+] Read More

Inflated Inflation Fears - Janus Capital Management

August 2, 2011
Money manager Janus reviews need to know information about inflation and the implications to the global equity and fixed income markets. ... [+] Read More

Anticipating a Positive Second Half 2011 - Eagle Asset Management

July 21, 2011
Eagle Asset Management reviews their Small Cap Growth strategy and outlook on the markets in their second quarter 2011 commentary. "We view ... [+] Read More

Earnings Season Should Lift Stocks - Navellier

July 19, 2011
Louis Navellier of money manager Navellier & Associates is out with his weekly commentary. "The global economy is humming along nicely and ... [+] Read More

Muni Bond Outflows Give Way to Inflows - BlackRock

July 19, 2011
BlackRock's Municipal Bond Management Committee reviews recent developments in the muni bond market. "We maintain a neutral view for the ... [+] Read More

European Troubles and US Woes - Roosevelt Investments

July 19, 2011
Roosevelt Investments shares their views regarding the European sovereign debt issue and the economic troubles in the US. "Throughout the ... [+] Read More

Waiting on the World to Change - Calamos Investments

July 15, 2011
Money managers John and Nick Calamos of Calamos Investments dissect many of the issues the world is waiting on to be decided. "Even though ... [+] Read More

Emerging Market Equity and Fixed Income Outlook - Lazard

July 15, 2011
Money manager Lazard is out with their latest quarterly commentary regarding Emerging Market equity and fixed income. "Over the next 12 to ... [+] Read More

Earnings Week To Give Stocks a Boost - Navellier

July 11, 2011
Money manager Louis Navellier's latest commentary focuses on the recent weak jobs report, US earnings season and global interest rates. ... [+] Read More

BlackRock’s Mid-Year Look at Their 10 Predictions for 2011

July 11, 2011
Bob Doll, Chief Equity Strategist for BlackRock's Fundamental Equities, reviews his 10 predictions for 2011 which he made at the beginning ... [+] Read More

Watch the Dollar to Snare US and International Investment Opportunities - Wells Fargo

July 11, 2011
Wells Fargo is out with their weekly commentary, focusing on the US dollar as a "thermometer" for the markets. "The US dollar, a key ... [+] Read More

Signs of Future Growth After Tough First Half - Alliance Bernstein

July 11, 2011
Money manager Alliance Bernstein discusses slower than expected growth during the first half of the year and makes a prediction for the ... [+] Read More

Roosevelt Investments’ Thoughts on the Debt Ceiling

July 11, 2011
Roosevelt Investments take a quick look at the debt ceiling issue, the politics behind it and possible effects to the economy. "Although it ... [+] Read More

How Good Are Analysts and Management at Forecasting Trouble? Avatar Associates

July 11, 2011
Money manager Avatar Associates takes a look at prospects for the second half of 2011 and the track record of analysts and their ... [+] Read More

Finding Balance When the Global Economic Stoplight Flashes Yellow - Wells Fargo

July 5, 2011
Wells Fargo's The Week discusses the recent economic slowdown across the globe. "The current global economic slowdown is likely temporary. ... [+] Read More

BlackRock’s Third Quarter Investment Directions

June 30, 2011
Money manager BlackRock is out with their third quarter investment directions and asset allocation overview. Bob Doll, Chief Equity ... [+] Read More

Will Japan’s Crisis Force Long-Term Reform? - Lord Abbett

June 30, 2011
Lord Abbett's Senior Economist Milton Ezrati writes an excellent and in depth piece focusing on Japan, its current situation and prospects ... [+] Read More

Don’t Let Political Sideshows Drown Out Business Fundamentals - Navellier

June 30, 2011
Money manager Louis Navellier latest commentary focuses on the Greek situation, the end of QE2 and the deficit. "Since the Greek crisis has ... [+] Read More

Finding Balance In Today’s Economy - Wells Fargo’s Midyear Outlook

June 29, 2011
Wells Fargo is out with their 2011 Midyear Economic and Market Outlook, discussing what's changed and developed in the economy and markets ... [+] Read More

Churchill Management Group - This Is a Very Normal Correction

June 22, 2011
Money manager Churchill Management Group reviews the current market correction and their top-down indicators, which remain mostly bullish. ... [+] Read More

Wells Fargo Asks, What About Bonds?

June 16, 2011
Wells Fargo's The Week highlights the recent rally in the bond market as the stock market has weakened. "Earlier this spring, many ... [+] Read More

Uncertainty Leads to Conservative Tilt - Roosevelt Investments

June 16, 2011
Roosevelt Investments reviews the recent economic data and macro events across the globe including the end of quantitative easing and ... [+] Read More

Market Correction Presents Potential Buying Opportunity - BlackRock

June 16, 2011
Money manager BlackRock suggests the current market could present buying opportunities, but cautions that volatility levels will likely ... [+] Read More

Will Economic Weakness Be Enough to Knock It Down? Avatar Associates

June 15, 2011
Money manager Avatar Associate's June commentary focuses on the recent downtrend in economic news. "There is now a fairly steady stream of ... [+] Read More

A Little Inflation Can Really Add Up - Wells Fargo

June 6, 2011
Chief Macro Strategist at Wells Fargo, Gary Thayer, looks at the history of inflation and the total increase in consumer prices per decade. ... [+] Read More

Dancing on the Debt Ceiling - Lord Abbett

June 6, 2011
Money manager Lord Abbett compares the reaction of the market to the reaction of the media in the ongoing debt ceiling issue. "Market ... [+] Read More

Disappointing Data Should Be Temporary - BlackRock

June 6, 2011
This week's commentary from BlackRock focuses on the series of recent disappointing economic reports and ultimately concludes the economic ... [+] Read More

Navigating Through Challenging Times - Janus Quarterly Update

June 2, 2011
In their second quarter investment commentary, money manager Janus dives into U.S. equities, central bankers, fixed income and global ... [+] Read More

Are Your Properly Diversified? - Wells Fargo

June 2, 2011
Wells Fargo's weekly commentary focuses on the importance of diversification, especially with the uncertainty surrounded the end of QE2. ... [+] Read More

Housing Fears Still Lurk in the Shadows - Lord Abbett

June 2, 2011
Senior Economist Milton Ezrati at money manager Lord Abbett takes a look at the housing market in this week's note. "Housing remains a ... [+] Read More

Positive Forces Should Win Out, But It Will Take Some Time - BlackRock

June 2, 2011
BlackRock's Chief Equity Strategist Bob Doll comments on the current period of economic weakness and a few of the tail-winds supporting the ... [+] Read More

Weird Science and the Concept of Value - Tradewinds Global Investors

June 2, 2011
In his latest must read commentary, Chief Investment Officer David Iben at money manager Tradewinds discusses the concept of money and its ... [+] Read More

ClearBridge Multi-Cap Growth Quarterly Performance Review

May 24, 2011
Money manager ClearBridge reviews their Multi-Cap Growth portfolios, highlighting the reasons for specific performers and under-performers. ... [+] Read More

Assume Long-Term Inflation is Likely to Exceed 2.5% - Wells Fargo

May 23, 2011
Wells Fargo looks at long-term inflation and the Federal Reserve's actions throughout history to keep it in check. "Investors trying to ... [+] Read More

The Fiscal Debate Continues - Lord Abbett

May 18, 2011
Lord Abbett's Senior Economist Milton Ezrati dissects the latest about the ongoing fiscal debate in Washington. "The fiscal debate has ... [+] Read More

Cloud of Uncertainty Overhanging the US Economy - Roosevelt Investments

May 17, 2011
Money manager Roosevelt Investments' May commentary reviews some of the key developments of the past month and summarizes their All-Cap ... [+] Read More

New Performance Reports Are Coming!

May 17, 2011
The new quarterly performance reports are expected to start with the second quarter of this year. WrapManager clients will receive the new ... [+] Read More

Businesses Start to See Their Sales Volume Firm - Avatar Associates

May 17, 2011
Avatar Associates suggests we are starting to see another typical development in the phases of economic expansion: firming sales volume. ... [+] Read More

Export Boom Continues to Lead US Recovery says Alliance Bernstein

May 17, 2011
Money manager Alliance Bernstein looks at US exports and shows how they are contributing more and more to GDP growth. "Although the pace of ... [+] Read More

Janus Investment Team Update

May 16, 2011
On May 12th, 2011 Janus announced that David Decker, portfolio manager for the Janus Opportunistic Alpha and other strategies, will be ... [+] Read More

Market Volatility Increases as the Ends of QEII Approaches

May 16, 2011
Wells Fargo's The Week commentary turns its attention to the end of the second round of Quantitative Easing and discusses why investors ... [+] Read More

Dangers of Chasing Past Performance

May 13, 2011
Don’t Make This Mistake! Don’t make the same mistake so many investors do by focusing too much on recent past performance. This short-term ... [+] Read More

Long-Term Inflation Risks - Wells Fargo

May 9, 2011
In this week's note from Wells Fargo, Chief Macro Strategist Gary Thayer looks at the history of inflation and its impacts on different ... [+] Read More

Looking at First Quarter GDP and Beyond - Alliance Bernstein

May 3, 2011
Money manager Alliance Bernstein dives into the first quarter GDP number and revises their full year GDP outlook. "We remain optimistic ... [+] Read More

Implications of the Latest Fed Meeting and Press Conference - BlackRock

May 3, 2011
BlackRock's Chief Equity Strategist for Fundamental Equities examines Ben Bernanke's historic press conference and the Fed's recent two day ... [+] Read More

Important Perspectives on Inflation - Lord Abbett

May 2, 2011
Money Manager Lord Abbett slices and dices the inflation story in their May commentary. Concern about inflation these days seems to travel ... [+] Read More

The Fed Is Not Stepping On the Brakes - Wells Fargo

May 2, 2011
Wells Fargo's weekly commentary examines what the outcome of the Fed's two day meeting means for the markets. "This week the Federal ... [+] Read More

Economic Recovery on Firm Footing - Eagle Asset Management

April 27, 2011
Money manager Eagle Asset Management's first quarter commentary for their Small Cap Growth and Mid Cap Growth portfolios is out and ... [+] Read More

Something New From the Fed - Wells Fargo

April 25, 2011
"This week the Federal Reserve will hold a press conference after its Open Market Committee meeting on Wednesday, April 27. This will be ... [+] Read More

JP Morgan's Guide to the Markets - Encouraging Economic Trends

April 22, 2011
We are happy to present JP Morgan’s Second Quarter Update and Outlook “Out of Recession, But Out of Sync”, narrated by their Chief ... [+] Read More

Healthy Roots Taking Hold - Roosevelt Investments

April 19, 2011
Money manager Roosevelt Investments believes that in addition to green shoots we are also starting to see some healthy roots establish ... [+] Read More

When Will the Fed Take Away the Punch Bowl? Wells Fargo

April 18, 2011
“The Federal Reserve is currently following a very easy monetary policy, holding short-term interest rates near zero and pumping extra ... [+] Read More

Lazard Asset Management's Outlook on Emerging Markets

April 14, 2011
Money manager Lazard Asset Management comments on the emerging market developments over the last quarter and believes there are ... [+] Read More

Global Equity Opportunities - Calamos Investments’ April Commentary

April 13, 2011
"Fat, drunk and stupid is no way to go through life, son." - Dean Wormer, Animal House. 1978.  Money manager Calamos Investments starts ... [+] Read More

Profits are More Sustainable and Higher Quality - Avatar Associates

April 13, 2011
Avatar Associates highlights that the growth in earnings we are seeing is largely coming from manufacturing and industrial processes, ... [+] Read More

Household Wealth Increases - Wells Fargo

April 11, 2011
Wells Fargo comments briefly on the rise of investors' household wealth since the financial crisis despite a few potential headwinds. ... [+] Read More

The Consumer’s Slow Climb - Lord Abbett

April 5, 2011
Money Manager Lord Abbett looks at the health of American household finances and suggests strategies to slowly improve their financial ... [+] Read More

Government Shutdown Looming? Wells Fargo

April 4, 2011
Wells Fargo looks at the government's ongoing debate about spending, taxes and ultimately the 2011 budget. "The Federal government is ... [+] Read More

Implications of a Falling US Dollar - Neuberger Berman

April 4, 2011
Money manager Neuberger Berman analyzes the slow decline of the US dollar's status among world currencies. "But is a declining dollar ... [+] Read More

BlackRock’s Strategies for Re-Entering Equity Markets

April 4, 2011
BlackRock's Chief Investment Officer of US Fundamental Equity Chris Leavy shares his thoughts on re-entering the equity markets after The ... [+] Read More

Housing Still Troubled says Lord Abbett

April 1, 2011
Money manager Lord Abbett is out with their weekly commentary, focusing this time on the struggling housing market. "There is no growth, of ... [+] Read More

Record High Corporate Profits and More Transparency - Wells Fargo

March 28, 2011
Wells Fargo's weekly commentary covers two pieces of good news investors received last week. "The government reported that corporate ... [+] Read More

Comparing Central Banks with Macquarie Allegiance

March 28, 2011
Money manager Macquarie Allegiance compares the actions of the US, EU and Chinese central banks over the last decade and how certain trends ... [+] Read More

Markets Poised to Move Higher as Correction Ends - Federated Investors

March 25, 2011
Stephen Auth, Chief Investment Officer for equities at money manager Federated Investors reviews three main global focal points: Japan's ... [+] Read More

Neuberger Berman Perspectives on Japan, Libya and Beyond

March 24, 2011
"We are relieved to hear of progress in dealing with Japan's nuclear crisis and continue to track events there carefully. Meanwhile, the ... [+] Read More

Blackrock - "Risks to the Global Economy Should Remain Contained"

March 23, 2011
"The events of the last several weeks serve as a reminder about how quickly potential risks can turn into downside reality. The regime ... [+] Read More

Alliance Bernstein Asks "How Will Shocks from Abroad Affect the US?"

March 22, 2011
"Rising oil prices and the disaster in Japan have added new risks to the global economy in 2011. We have not yet changed our forecast for ... [+] Read More

Wells Fargo "Ready for Spring and Some Good News Again"

March 21, 2011
"The first day of spring is finally here, and after the long cold winter, many people are ready for some relief. It won't be long before ... [+] Read More

Fidelity Portfolio Manager Provides Insight on Japanese Stocks

March 18, 2011
"On a global basis, the world economy should be able to withstand the near-term deceleration in Japan, though the uncertainty creates the ... [+] Read More

Outlook for Japan, After the Earthquake-Wells Fargo

March 17, 2011
"It is too soon to know the extent of the damage to Japan's infrastructure and the time needed for the economy to rebound. Without more ... [+] Read More

Avatar Associates on Employment and Fixed Income

March 16, 2011
Money manager Avatar Associates dives deep into the true jobs picture in the United States by looking at a few industry sources of data. ... [+] Read More

Wells Fargo Discusses Investing in an Uncertain World

March 15, 2011
“The recent spike in energy prices caused by the turmoil in the Middle East and now the great earthquake in Japan remind investors that we ... [+] Read More

Lord Abbett on Misplaced Muni Fears

March 14, 2011
Lord Abbett's Milton Ezrati explains why he sees opportunity in the municipal bond area. "To be sure, state and local finances are a mess. ... [+] Read More

Dealing With the Deficit Will Not Be Easy says Wells Fargo

March 8, 2011
Wells Fargo's weekly commentary takes a look at the US budget deficit and explains why there is still time to fix the growing problem. ... [+] Read More

Federated Investors Dissects the Middle East Situation

March 8, 2011
Money manager Federated Investors is out with a great market memo discussing their case for oil and how the recent events in the Middle ... [+] Read More

Egypt’s Ripple Effects - Janus Monthly Commentary

March 4, 2011
The latest commentary from money manager Janus takes a look at different possible outcomes in Egypt and what the effects could be on the ... [+] Read More

Northern Trust On Government Spending Cuts and Higher Energy Prices

March 3, 2011
Northern Trust's Chief Economist Paul Kasriel explains why a cut in government spending in itself may not trigger credit creation and a ... [+] Read More

Higher Oil Prices Likely to Slow Growth, Not Derail It - Wells Fargo

March 2, 2011
Wells Fargo's weekly commentary explains why they think higher oil prices will not push the US back into recession and details a few ... [+] Read More

Global Supply Chains Distort Trade and GDP Data - Alliance Bernstein

March 2, 2011
Money manager Alliance Bernstein examines the world's global supply chain and illustrates a few improvements that could be made to more ... [+] Read More

Higher Treasury Yields Likely - Macquarie Allegiance

March 2, 2011
Money manager Macquarie Allegiance's February newsletter details why they think Treasury yields will continue to increase, especially in ... [+] Read More

Wells Fargo Asks - Do We Need QEIII?

February 22, 2011
"In early November, the Federal Reserve started to add additional liquidity to the financial system through its second round of ... [+] Read More

What Will Propel Equities Further? Lord Abbett

February 22, 2011
Milton Ezrati, partner, senior economist and market strategist for money manager Lord Abbett explains why he believes equities will push ... [+] Read More

Janus Sees Opportunity in the Recovery

February 17, 2011
Money manager Janus believes that the "prospects for the recovery continue to be stronger than consensus estimates, boosting our outlook ... [+] Read More

Avatar Associates and the Economic Event of Our Lifetime

February 16, 2011
Avatar Associates takes a look at what they believe is the economic event of our lifetime - "the mass movement from agricultural to ... [+] Read More

Roosevelt Investments - Investors Generally Positive About the Market

February 15, 2011
Money manager Roosevelt Investments is out with their February market commentary. "As we perform our daily check of Roosevelt's "risk ... [+] Read More

BlackRock’s Municipal Markets Investment Commentary

February 15, 2011
Money manager BlackRock reviews the municipal bond market and gives their outlook and strategy for the asset class. "January is ... [+] Read More

Surplus Labor Keeps Inflation Contained - Wells Fargo

February 10, 2011
Wells Fargo's weekly commentary focuses on the popular topic of inflation and why they think it's probably not something to worry about at ... [+] Read More

Wentworth, Hauser&Violich’s 2011 Outlook

February 4, 2011
Money manager Wentworth Hauser shares their view of the current economic environment and their outlook for 2011. They find that "the United ... [+] Read More

Macquarie Allegiance's 2011 Rollercoaster Ride

February 3, 2011
Money manager Macquarie Allegiance's January commentary reviews 2010 and provides their outlook for 2011. Graham McDevitt, the Co-Chief ... [+] Read More

Wells Fargo on Egypt - Event Risk Returns

January 31, 2011
Wells Fargo is out with their weekly commentary - "Just when investors were feeling better about the equity markets, the turmoil in Egypt ... [+] Read More

Estabrook Anticipates 3.5% Growth in 2011

January 28, 2011
Estabrook Capital Management anticipates that 2011 will provide attractive returns in U.S. equity markets in the low double digit ... [+] Read More

Eagle Asset Management Sees Continued Growth Ahead

January 25, 2011
Eagle Asset Management, a money manager based out of Florida, finds that "corporate America remains flush with cash; the bar for economic ... [+] Read More

Indicators Suggest Moderate Growth - Wells Fargo

January 24, 2011
Wells Fargo notes that "when the economy is in recession, most indicators are weak. When the economy is booming, most indicators are ... [+] Read More

Don’t Fight the Fed in 2011 - Roosevelt Investments

January 24, 2011
Money manager Roosevelt Investments believes the second round of the Fed's quantitative easing program has so far been a success, having ... [+] Read More

Neuberger Berman’s 2011 Capital Markets Outlook - Overweight Equities

January 24, 2011
Money manager Neuberger Berman favors an overweight of equities over bonds, with a balance of dividend-producing and cyclical stocks, as ... [+] Read More

Churchill Management Group’s 2011 Market Outlook

January 21, 2011
Money manager Churchill Management Group believes that there is likely to be at least one more severe Cyclical Bear Market in the future ... [+] Read More

Federated Investors - Don’t Let Scary Headlines Scare You Away From Munis

January 20, 2011
Federated Investors comments on "the somewhat numbing subject of municipal credit quality that has suddenly become a hot topic in cocktail ... [+] Read More

Calamos Investments’ Economic Review and 2011 Outlook

January 20, 2011
Money manager Calamos Investments writes "the level of the S&P 500 Index - or any index, for that matter - is not our principal concern as ... [+] Read More

Wells Fargo Says Debt Ceiling Concerns Likely to Increase

January 18, 2011
Wells Fargo does not expect the U.S. government to default on its debt. The Congress has always raised the debt ceiling when necessary, and ... [+] Read More

Roosevelt Investments - Emerging Markets Bound for Growth

January 11, 2011
Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be ... [+] Read More

Janus Discusses Industrials and Why Selectivity is Key

January 11, 2011
Money manager Janus discusses the industrials sector, offering their perspectives on variances in end-market demand, the important role of ... [+] Read More

Wells Fargo’s Alternative Scenarios for 2011

January 10, 2011
In their 2011 Economic and Market Outlook report, money manager Wells Fargo presented what they considered to be the most likely scenario ... [+] Read More

Neuberger Berman’s International and Emerging Markets 2011 Outlook

January 5, 2011
Money manager Neuberger Berman discusses its 2011 outlook for international and emerging markets. They believe that what appears to be a ... [+] Read More

Wells Fargo Examines Diminishing Volatility

January 4, 2011
Chief Macro Strategist at Wells Fargo, Gary Thayer, examines the diminishing market volatility. The good news is stock market volatility ... [+] Read More

BlackRock’s Market and Economic Predictions 2011

January 4, 2011
Bob Doll, Chief Equity Strategist for money manager BlackRock shares their predictions for 2011. They expect to see continued improvement ... [+] Read More