Alliance believes that the world economy continues to rebound from the widespread recession, and that global growth in 2010 should approach 3.5 percent. They see government stimulus packages continuing to bolster the rebound, consumption continuing to improve, the trend in global manufacturing is positive, and the weak dollar is doing its job and rebalancing capital flows and trade. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [+] Read More

The economy is showing more evidence that the recovery is gaining traction. Credit markets are continuing to heal and global stimulus is still only partially deployed. A rebound in manufacturing and industrial production, as well as a decrease in the number of job losses, leads Alliance to believe that increased growth will continue for the remainder of this year and into 2010. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [+] Read More

The markets are continuing to rebound and the economy looks to be on a more solid stance. The shift into riskier assets continues as investors look for yield and become less risk-adverse. Equities have rebounded strongly from the market lows, but Lord Abbett thinks that cautious consumer spending habits could mean slower economic growth and lower corporate earnings. Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [+] Read More

Dissecting the current state of the market, economy, as well as their All Cap Growth strategy, Lateef believes there are opportunities to be found. Although tight consumer credit and potential higher taxes are threats to growth in the near to intermediate term, and will present challenges to companies going forward, this will at the same time produce opportunities to those firms that can capture market share from weakened competitors. Download Full Commmentary Here Get Free Research Reports about Lateef Investment Management [+] Read More

The history of the firm, how it is structured from an organizational standpoint, and the investment process and philosophy of the International Equity portfolio, are all detailed in this report. As a value manager, Brandes focuses on fundamental characteristics of a company to develop an estimate of its intrinsic value. The strategy of buying businesses at a discount to this estimate is what they believe will yield positive long term results. Download Full Commmentary Here Get Free Research Reports about Brandes Investment Partners [+] Read More

It appears the recession ended late in the second quarter of this year, and Fiduciary believes the economy should continue on the recovery path that is now in process. Fiduciary does see negative implications out there, such as large budget deficits, increasing unemployment, potential tax increases and increased regulation. But they believe these should be overshadowed as the continuation of low interest rates, and improving credit markets, causes the upward momentum in the domestic and global economies to continue. Download Full Commmentary Here Get Free Research Reports about Fiduciary Asset Management [+] Read More

Baker Avenue believes it is just as important to play defense as it is to play offense in the stock market. Although their sentiment indicator is still in bullish territory, they are remaining cautiously optimistic for the rest of the year. There will be pullbacks in the market going forward, but they believe the upward primary trend is still in place. Download Full Commmentary Here Get Free Research Reports about Baker Avenue Asset Management [+] Read More

The large cap core strategy is the topic of this commentary. The Manager Strategy Group at Wells Fargo Advisors recently had an onsite meeting with the management and investment teams at Fiduciary. The report discusses the roles of the two teams, and the strategy used to make the investment decisions. Download Full Commmentary Here Get Free Research Reports about Fiduciary Asset Management [+] Read More

The transition from recession to recovery is underway, and Fayez Sarofim believes we are still in the early stages. The outlook is positive but there are still potential setbacks that could occur along the way. Improving capital market conditions, low interest rates, low inflation, and upward revisions on future earnings forecasts are all potential factors which could carry the market forward. But watch out for the fading stimulus spending, and the withdrawal of liquidity by the FED, as these could heighten the concern about future growth. Download Full Commmentary Here Get Free Research Reports about Fayez Sarofim & Co. [+] Read More