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

Money Manager Lord Abbett slices and dices the inflation story in their May commentary. Concern about inflation these days seems to travel along two separate avenues. On the more technical side are the worries over recent food and fuel price spikes and the objections to Washington's practice of excluding such price moves from its analysis and policy decisions. The second, very different concern takes a much longer-term view and worries that federal budget deficits and the liquidity poured on markets during the past two years or so by the Federal Reserve will cause considerable inflationary pressure in 2012 and beyond. Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [+] Read More

The latest commentary from money manager Janus takes a look at different possible outcomes in Egypt and what the effects could be on the region and emerging markets in general. "While the resignation of Hosni Mubarak releases some pressure in Egypt, some of the longer term regional and global investment concerns remain. Our most likely scenario was that Egypt would see an army-backed transition to a democracy, and Mubarak’s resignation brings the country in that direction. The unrest highlighted some surprising investment positives in the region but also increased our concerns about some threats to emerging markets." Download Full Commmentary Here Get Free Research Reports about Janus Capital Management LLC [+] Read More