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WrapManager's Investment Policy Committee

Navellier & Associates - Great Rotation from Bonds to Stocks

Posted by WrapManager's Investment Policy Committee

July 3, 2013

Money manager Louis Navellier gives his thoughts on Bernanke's latest statements regarding quantitative easing and the subsequent reactions of the market and economists.

"For the first half of 2013, the Dow rose 13.8%, NASDAQ +12.7%, and the S&P 500 +12.6%, marking the best first half since 1999, the last of five consecutive years of double-digit annual gains. Now, with U.S. Treasury bond yields shooting up so rapidly, it appears we’re finally seeing the start of a rotation from bond funds into equity funds, reminding me of a similar situation in 1994 when bond yields rose by 245 basis points, launching the most explosive phase of the 1990s stock bull market. Could it happen again?"

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Nuveen Asset Management - The Fed Unintentionally Lays an Egg

June 25, 2013

Nuveen Asset Management's weekly investment commentary reviews the latest talk of winding down the current quantitative easing program by the Federal Reserve. "U.S. equities declined last week as the S&P 500 ended down 2.09%. The S&P suffered the first back-to-back one-day declines of more than 1% since last November. Global equities and bonds were also hit hard, with large sell-offs in emerging market assets, commodities and commodity currencies. Concerns about the fallout from dampened Fed policy accommodation are driving the weakness." Download Nuveen Asset Management's Full Commentary Here Get Free Research Reports on Nuveen Asset Management [+] Read More

Navellier & Associates - Falling Dollar Good for Stocks?

June 17, 2013

Louis Navellier discusses why he believes that a falling dollar is usually good for stocks. "The S&P 500 fell 1% last week, but many foreign stock markets, especially in Asia, were hit harder than that. Japan’s Nikkei plunged 6.4% on Thursday, entering official bear market territory, falling 20% from its May peak. Foreign investors are also unloading U.S. Treasury bonds in record amounts, so it appears that one of the safest havens in the coming months might very well be the U.S. stock market." Download Navellier's Full Commentary Here Get Free Research Reports on Navellier & Associates [+] Read More

Navellier & Associates - Jobs and the Economy Reflect Modest Growth

June 11, 2013

Louis Navellier looks at the most recent jobs report and the value of the dollar, which has finally fallen after rising too far, too fast. "The S&P 500 fell 2.9% from Tuesday to Thursday morning last week before recovering to post a modest 0.8% gain for the week. The market liked the Friday jobs report, even though it was merely “OK” (with 175,000 new jobs). It was a “Goldilocks” figure, according to analysts – neither too hot nor too cold – but the good news for stock market investors is that this and many other signs of slower economic growth will likely encourage the Fed to continue its policy of quantitative easing for the time being." Download Navellier's Full Commentary Here Get Free Research Reports on Navellier & Associates [+] Read More

Navellier & Associates - Watch What Central Bankers Do, Not Just What They Say

May 29, 2013

Louis Navellier opines this week about how political distractions can be good for stocks and looks at the actions of central bankers. The S&P 500 declined a little (-1.07%) last week as nervous investors misinterpreted central bankers’ words rather than watching their actions – i.e., their continued pump-priming to boost economic growth. I oftentimes view these occasional pullbacks as new buying opportunities, especially for some companies that aggressively buy back their existing shares. And now, after a brief Memorial Day pause, the market will likely continue rising, based mostly on improving second quarter sales and earnings trends. Download Navellier's Full Commentary Here Get Free Research Reports on Navellier & Associates [+] Read More

Nuveen Asset Management - Yawn As Equities Advance Another 2%

May 21, 2013

Nuveen Asset Management's Bob Doll writes about the things that keep investors up at night, including unprecedented monetary reflation and interest rate suppression. "U.S. equities advanced again last week, with the S&P 500 increasing 2.1%.1 Global stocks are reaching new highs in this cycle and the U.S. market is at an all-time high. Bonds were hurt in the move, dragging credit down, while commodities fell slightly on weaker manufacturing data. The unrelenting equity rally and an environment without positive news about earnings and the economy is making many investors uncomfortable." Download Nuveen Asset Management's Full Commentary Here Get Free Research Reports on Nuveen Asset Management [+] Read More

Nuveen Asset Management - Cyclical and Emerging Market Strength May Be Pointing to Better Growth

May 15, 2013

Nuveen's Bob Doll, Chief Equity Strategist, comments on his waiting for the self-reinforcing economic expansion to take hold. "Last week U.S. equities advanced as the S&P 500 increased by 1.3%.1 We have been amazed by the market’s ability to continue to rally in an environment in which sales growth has been anemic and earnings gains have been largely based on companies’ abilities to manage margins and utilize financial engineering." Download Nuveen Asset Management's Full Commentary Here Get Free Research Reports on Nuveen Asset Management [+] Read More

Cambiar Investors - Reviewing the International Equity Market Outlook

May 1, 2013

Investment Advisor Magazine's International SMA Money Manager of the Year for 2012, Cambiar Investors, reviews this past quarter and provides their global outlook for 2013 in their latest investment commentary. "International equities had a mixed quarter, as developed markets (MSCI EAFE Index) posted a 5.1% gain, while the MSCI Emerging Markets Index declined by 2.1%. After a strong start to the year, buyer's fatigue appeared to set it. An uptick in negative newsflow (banking crisis in Cyprus, election in Italy, increasing tension between North Korea and South Korea) further incentivized investors to move to the sidelines in the back half of the quarter." Download Cambiar Investors' Full Commentary Here Get Free Research Reports on Cambiar Investors [+] Read More