Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product offering. The deal, expected to close Tuesday January 31, 2012, would bring over the seven-person Mesirow team lead by Leila Heckman, Ph.D. and includes John Mullin, Ph.D., and Vijay Chopra, Ph.D. Together, the team manages $300 million in four international and global equity strategies based on proprietary quantitative research processes. Learn more about Mesirow Financial here. Get Free Research Reports about Roosevelt Investment Group [+] Read More

RIABiz, an online publication geared towards financial advisors, recently reported on money manager Windhaven Investment Management's year to date performance and asset growth. "Since Charles Schwab & Co. acquired it a year ago, the Boston-based money manager's assets have surged 77% - to $8 billion from $4.5 billion." Windhaven's "three portfolios underperformed their benchmarks for the 12-month period ended October 31, but the company is raking in assets despite the relatively low returns." WrapManager has repeatedly advised against chasing recent past performance. Investors are often attracted to the latest 'hot' manager and the associated recent returns. Click here to download our report about the dangers of chasing past performance. We illustrate these dangers using Churchill Management Group’s performance as an example. "Windhaven's portfolios," as the article continues, "comprising primarily exchange-traded funds, are built to help investors weather bad markets by lessening their risk while often not generating quite as much return in an up market." "The three strategies are performing as expected, over the long term - which is what they are designed to do," says Bryan Olson, president of Windhaven. "While the long-term growth is strong, Olson concedes that these funds typically do better in a down market but won't perform as well in an up-tick." This can be seen during the market turmoil of 2008. To learn more about Windhaven, their strategies, and Windhaven's performance, simply click here and request the information you would like. Source: RIABiz Get Free Research Reports about Windhaven Investment Management [+] Read More

Churchill Management Group’s latest commentary focuses on the market rallies and weak technical indicators. “It continues to appear we are in that choppy period. The risk of being whipsawed during short-term rallies is high, so we will want to proceed with caution to ensure that the table is set for a sustainable run that will have legs and not just one that is bouncing around within a trading range.” Download Churchill’s Full Commentary Here Get Free Research Reports about Churchill Management Group [+] Read More

Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The market was hit in the third quarter by a triple play that began with lower estimates of domestic growth, followed by the financial crisis in Europe and, most recently, growth forecasts slowing in China. We believe the lower estimates in domestic growth and associated financial issues already have been discounted in the current pricing environment." Download Full Commmentary Here Get Free Research Reports about Eagle Asset Management Inc [+] Read More

Lord Abbett's Milton Ezrati discusses U.S.-China trade relations and the potential for Congress to label China as a "currency manipulator." "If Congress can label China a "currency manipulator," then tariffs aimed at China become likely, as does Chinese retaliation in a pattern that would hurt world trade, growth prospects in both countries, and asset values on both sides of the ocean and beyond." Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [+] Read More

Calamos third quarter commentary expresses many concerns about the global economy, but ultimately concludes that the healing process has begun. "We believe that emerging markets can come to the rescue, at least for the next few years. The imbalances in the global economy can be unsettling, as we noted, but these same imbalances create opportunities for countries, companies and investors on a global scale." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

BlackRock's Chief Equity Strategist Bob Doll explains his thoughts for the third quarter and what information will be guiding the market. "Overall, our view remains that the United States will avoid a recession, but we acknowledge that the pressures are growing. Ultimately, we believe the outcome of the European situation will help determine whether or not, and in what direction, markets will be able to break out of their current trading range." Download Full Commmentary Here Get Free Research Reports about Blackrock Inc [+] Read More

In one of the most informative pieces about the situation in Europe, JP Morgan Asset Management does an excellent job examining the history of the Euro and Eurozone and reviewing possible outcomes. We highly suggest reading this commentary, which examines: 1) the underlying issues plaguing Europe, 2) a summary of steps taken to address them so far, 3) a look at possible next steps and solutions, and 4) a few thoughts on investing in such difficult times. Download Full Commmentary Here Get Free Research Reports about JPMorgan Asset Management [+] Read More

Churchill Management Group explains why they believe we are most likely in a bear market and how they plan to position themselves accordingly. "We continue to believe that the Secular Bear market in stocks, which began back in 2000, will not end until after the Presidential Election in November of 2012. The Secular unwinding does not mean that there can't be a great Bull Market run between now and its conclusion, as we have seen in 2003 and 2009. It just means the U.S. economy remains in the process of unwinding the excesses of the previous decades, and it still has more work to do." Download Churchill’s Full Commentary Here Get Free Research Reports about Churchill Management Group [+] Read More