WrapManager's Wealth Management Blog

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

"Rising oil prices and the disaster in Japan have added new risks to the global economy in 2011. We have not yet changed our forecast for US growth of 3.8% this year. But we're watching closely for signs of higher energy prices eroding consumer spending, and monitoring the potential disruption on US manufacturing if supply chains from Japan face prolonged downtime." Joseph G. Carson, US Economist and Director - Global Economic Research at Alliance Bernstein revisits Alliance Bernstein's 2011 forecast in consideration of recent events. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [+] 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

Money manager Macquarie Allegiance's February newsletter details why they think Treasury yields will continue to increase, especially in the 10 year Treasury. "Our analysis shows that the improving trend of the economy has been pressuring Treasury yields higher. The current macro momentum suggests we are heading for the third test of 4.0% on the 10Y yield in this cycle. However, inflation pressures in the US remain low despite the added pressure coming from surging commodity prices. We conclude that the persistence of a large negative output gap is helping to contain inflation pressures." Download Full Commmentary Here [+] Read More

Money manager Macquarie Allegiance's January commentary reviews 2010 and provides their outlook for 2011. Graham McDevitt, the Co-Chief Investment Officer, believes the 'ride' this year will be significantly different compared to the rollercoaster of 2010. Read about their themes and risks facing investors in 2011 in this month's commentary. Download Full Commmentary Here [+] 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

Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be full of uncertainties but one thing seems likely: the demand for goods and services in the developing world will grow at an unprecedented rate as the emerging middle class rapidly expands over the next couple of decades. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] 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

Matthew Rubin, Director of Investment Strategy at money manager Neuberger Berman, analyzes the market fundamentals and returns over the past ten years. "The past decade has not been kind to equity investors, with the S&P 500 posting a roughly flat return over the 10 years ending October 31, 2010. Even with recent market gains, investment flows and price volatility appear to reflect continued risk aversion and skepticism about stocks - something that has prevailed since the credit crisis of 2008." Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc [+] Read More