Money manager Wentworth Hauser & Violich is out with their 2011 summer review and outlook. "Virtually all economic indicators point toward continued economic expansion within the United States in the period ahead. Economic and employment growth will be slower than in past periods due to the headwinds created by government policies regarding regulation, mandates, rules, taxation and overall barriers to free market capitalism." Download Full Commmentary Here Get Free Research Reports about Wentworth, Hauser & Violich [+] Read More

John P. Calamos and Nick P. Calamos of money manager Calamos Investments give their thoughts on the recent market downturn and surrounding events. "Throughout July, market participants grew increasingly apprehensive about global growth and government debts. As anxieties bubbled over in early August, the see-sawing in the markets gave way to frenetic gyrations. Investors are rightly concerned about many of the issues facing the U.S. and global economies, but we continue to caution against emotion-driven reactions, whether markets are advancing or declining." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

Money manager Janus reviews need to know information about inflation and the implications to the global equity and fixed income markets. "Rising inflationary pressures have become a greater concern for many investors. In a recent roundtable discussion, Janus Portfolio Managers John Eisinger and Matt Hochstetler, and Head of Fixed Income Strategy Colleen Denzler, weigh today's potential inflation risks. The group offers insights about the recent climb in commodity prices, the challenges firms may face with margin compressions and how the changing inflation landscape is shaping opportunities across fixed income and equity markets worldwide." Download Full Commmentary Here Get Free Research Reports about Janus Capital Management LLC [+] Read More

Money managers John and Nick Calamos of Calamos Investments dissect many of the issues the world is waiting on to be decided. "Even though we may find ourselves in a waiting game as the global financial markets and economy navigate the current challenges, we are not sitting by passively. We see opportunities, and we are acting on them. Reflation, the growth and prosperity of emerging markets, global corporate competition and the technology revolution are creating a breadth of investment choices for us." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

Money manager Avatar Associates takes a look at prospects for the second half of 2011 and the track record of analysts and their predictions. "While second quarter profits may be encouraging against a shaky background, if managers suggest that their expectations for the immediate future have moderated, then the hoped-for second half revival will face a serious challenge. Incidentally, analysts are strongly guided by these management assessments. And if analysts have never correctly forecast trouble ahead, perhaps it is because neither has management. It is usually a case of going over the waterfall together. So if management actually does see a slowdown ahead, we should all take note." Download Full Commmentary Here Get Free Research Reports about Avatar Associates [+] Read More

Avatar Associates highlights that the growth in earnings we are seeing is largely coming from manufacturing and industrial processes, unlike the last two economic recoveries. However profits may slow a bit in the next few quarters as the financial sector continues to struggle to find replacements for proprietary trading and other derivatives which had inflated their profits. Download Full Commmentary Here Get Free Research Reports about Avatar Associates [+] Read More

Stephen Auth, Chief Investment Officer for equities at money manager Federated Investors reviews three main global focal points: Japan's recovery and outlook from the nuclear threat, the continued violence in the Middle East, and the increasing US economic recovery. Given their views on these events, Federated reiterates its year-end target of 1450 on the S&P500. Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Money manager Neuberger Berman favors an overweight of equities over bonds, with a balance of dividend-producing and cyclical stocks, as well as some exposure to higher risk/return profile investments including high yield and emerging market stocks. In a generally muted economic environment that carries a variety of risks, they believe that security selection will be highly important to investment performance across asset classes in the year ahead. Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc [+] Read More

The Fixed Income team at money manager Neuberger Berman provides their comprehensive 2011 fixed income outlook. The past year has seen periods of uncertainty in the fixed income market but has also generally provided strong results for spread (non-Treasury) sectors. Looking toward 2011, they believe that, despite several headwinds, the modest U.S. economic recovery is likely to continue and that interest rates will likely remain low. This, in turn, should provide a positive environment for sensible risk-taking and could lead to further outperformance by non-Treasuries moving forward. Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc [+] Read More