Research Roundup

Start Bargain Hunting in Asian Stocks … Again?

September 13, 2013

Could we see a rally this year?
-Frank Holmes, U.S. Global Investors


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What’s Happening to Bonds and Why?

September 13, 2013

To say that bonds are under pressure would be an understatement.
-Mohamed A. El-Erian, CEO and co-CIO, PIMCO


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Unemployment, Participation and the Fed

September 13, 2013

Many observers worry that the unemployment rate overstates the health of the labor market because many people have simply stopped looking for work.
-Zach Pandl, senior interest rate strategist, Columbia Management


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Brave New World

September 13, 2013

A world free from the monetary equivalent of soma is the one we now find ourselves contemplating.
-Christine Hurtsellers, chief investment officer, fixed income, ING -Matt Toms, head of public fixed income, ING


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Municipal Bond Market: Tune out the Noise

September 12, 2013

Since Ben Bernanke’s misinterpreted comments on tapering, Detroit’s bankruptcy filing and the even more recent, well-publicized concerns regarding Puerto Rico, the municipal bond market has struggled mightily.
-Jonathan Chirunga, portfolio manager, Pioneer Investments


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The August Employment Report – Enough to Taper?

September 11, 2013

Most of the drop in the unemployment rate in recent years has been due to lower labor force participation, and that was the case again in August.
-Scott Brown, chief economist, Raymond James


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Capital Spending: A Double-Edged Sword

September 10, 2013

Rising business outlays on equipment and technology will likely contribute to a subpar pace of hiring—and help boost corporate profit margins.
-Milton Ezrati, senior economist, Lord Abbett


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Labor Sings the Blues

September 9, 2013

Although the nation enjoyed a day off for the Labor Day holiday last week, there was nothing to celebrate about labor growth in last Friday's jobs report.
-Matt Freund, chief investment offiver, USAA Mutual Funds


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How Strong is the Job Market?

September 6, 2013

The unemployment rate peaked at 10.0% in October 2009 and fell to 7.4% in July of this year. However, most of that decline was due to a decrease in labor force participation.
-Scott J. Brown, cheif economist, Raymond James


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The Emerging Markets Debt Evolution

September 6, 2013

The emerging markets (EM) bond space experienced significant changes in the last decade, surging in size, improving in quality, offering investors a composite asset class with higher liquidity, transparency and potential for diversification.
-Giordano Lombardo, group chief investment officer, Pioneer Investments