Research Roundup

Will China Fire Up its Economy?

China wants the ability to manage a “stable decline” to “promote medium-to-long-term structural reforms” as well as avoid a hard landing.
Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors

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Should We Sell in May or Hang in There?

Sentiment tends to work a contrarian magic on the market, we were anticipating a period of consolidation after the stellar six-month, 30% run off the early October 2011 low—and we're getting it.
Liz Ann Sonders, senior vice president, chief investment strategist, Charles Schwab & Co.

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Lacking Extremes, Economic Outlook Improves

We believe investors will be more willing to pay a premium to own companies that are capturing the growth that does exist, and/or are creating growth on their own.
Manning & Napier

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Latest News/Analysis

Sectors

Healthcare

Aging Boomers, Reform Will Drive Medical, Health Insurance Demand

In the five years to 2016, the health and medical Insurance industry's revenue is forecast to increase...

Energy

Government Incentives Will Spark Solar Firms in '12

The solar power industry is set to develop a healthy glow over the next five years. In that time,...


Consumer

Education Secretary Appeals for Financial Literacy, Planning Instruction in Schools

Education Secretary Arne Duncan urged a special advisory council to dig deep as it crafts...

Technology

Video, Apps Essential Tools for Advisor-Client Engagement

CLS Investments, a leading independent third-party money manager, is preaching the gospel of engaging...


Commodities

African Commodities, Derivatives Exchange to Launch in 2012

A pan-African commodity and derivatives exchange said it will open in the middle of next year.

Financial

Morningstar to Predict Five-Year Future of Funds

At a time when asset managers are increasingly questioning modern portfolio theory and static...


Talking Point

"We had a strong rebound in global growth in 2009, but then [we had] a more modest continuation of that growth, so when that growth starts again, investors tend to pay up for stocks that can show superior earnings growth."

Arjun Jayaraman, co-manager of Causeway Emerging Markets Institutional fund »