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

BlackRock's Municipal Bond Management Committee reviews recent developments in the muni bond market. "We maintain a neutral view for the market, but with a bias toward greater risk taking through increased exposure to municipal credit. Recent favorites have included names in the transportation and hospital sectors. We remind investors that careful credit research and selectivity remain important in the still uncertain economic and market environment." Download Full Commmentary Here Get Free Research Reports about Blackrock Inc [+] Read More

Lord Abbett's Senior Economist Milton Ezrati writes an excellent and in depth piece focusing on Japan, its current situation and prospects for the future. "Japan still plays a critical role in the global supply chain and the global economy generally. Still, it cannot generate electricity or staff factories. And Japan now needs to do both. The questions, then, to consider are: 'How soon, if ever, will Japan recover its former productive role? And how will the shock of the recent disaster change the Japanese economy's long-term direction?'" Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [+] Read More

Money manager Churchill Management Group reviews the current market correction and their top-down indicators, which remain mostly bullish. The history of the unwinding of a secular bear market is also explored, comparing economic similarities between the 1930s and today. "If history repeats itself as we expect, it should come with the "buying opportunity of a lifetime" that we have referred to in the past." Download the Full Churchill Commentary Here Get Free Research Reports about Churchill Management Group [+] Read More

In their second quarter investment commentary, money manager Janus dives into U.S. equities, central bankers, fixed income and global events. "Despite some challenging macro events, the global recovery remains on track. We are seeing healthy vital signs in many of the companies that we follow. U.S. equities continue to offer extremely compelling valuations, in our view. Although the overall bond market has become more susceptible to interest rate volatility, we continue to see attractive risk-reward opportunities in corporate credit." Download Full Commmentary Here Get Free Research Reports about Janus Capital Management LLC [+] Read More

Money manager ClearBridge reviews their Multi-Cap Growth portfolios, highlighting the reasons for specific performers and under-performers. A summary of economic events and their outlook moving forward is also discussed. "While concerns remain about deficits, inflation and, of course, the negative consequences of unforeseen major macroeconomic and geopolitical events and their impact on the market, our experience has taught us that often the macroeconomic situation dictates investors' reactions and triggers unwarranted selling, which can actually create longer term buying opportunities." Download Full Commmentary Here Get Free Research Reports about Legg Mason ClearBridge Advisors [+] Read More

Avatar Associates suggests we are starting to see another typical development in the phases of economic expansion: firming sales volume. "More than half of the companies reporting so far have recorded sales revenues in excess of what analysts had forecast. In the prior quarter that same number was about a third of companies and before that less than a quarter. These results come at a time when job growth seems to be rising into a high enough level to suggest that the overall business cycle is now in a self-sustaining expansion." Download Full Commmentary Here Get Free Research Reports about Avatar Associates [+] Read More

On May 12th, 2011 Janus announced that David Decker, portfolio manager for the Janus Opportunistic Alpha and other strategies, will be leaving Janus after 19 years with the firm to establish his own independent asset management business. Replacing him is Dan Kozlowski, who will act as the new portfolio manager for the Janus Contrarian Fund, Janus Opportunistic Alpha and Opportunistic Core managed accounts effective June 30, 2011. Kozlowski was previously with Janus from 1999 to 2008 as an equity research analyst and co-portfolio manager of Janus Long/Short Fund along with David Decker. Click below to read more about Dan Kozlowski and other management changes at Janus. Download Full Commmentary Here Get Free Research Reports about Janus Capital Management LLC [+] Read More

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 thinking can derail long-term financial plans and we believe it’s one of the worst mistakes an investor can make. This timely report focuses on: • How to avoid the dangers of chasing past performance • Evaluating money managers against specific market environments • It’s crucial to invest in managers that do well during expected future market environments We’ll illustrate these topics using Churchill Management Group’s Premier Wealth Strategy as an example. Click Here to Request the Report WrapManager has no affiliation with Churchill Management Group [+] Read More