Providing insight for individual investors
The bear case on Apple is well known and widely accepted today. As a reformed Apple short, I understand the thesis well. The company’s profits are largely driven by one or two products and its future success largely dependent upon … Read more
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It only took a small backup in U.S. Treasury (UST) rates ― 10-year UST rates moved from 1.58% in early December to ~2.00% today ― for pundits to speculate on whether rates will drastically increase. Observant readers will have noted … Read more
5 CommentsWith record low investment yields, many investors are turning to structured investment products to generate investment returns. Though these products have some promise, it’s important to make sure they’re really necessary for your situation. For Blogs and the Enterprise site
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Editor’s note: We spoke with Gerry Fowler, CFA, Global Head of Equity Strategy at BNP Paribas in London. Late last year, Gerry authored a report on the outlook for 2013 called “Epic Distortions.” We asked him to share some of … Read more
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The collapse of interest rates to record lows in the United States, the United Kingdom, the European Union, Switzerland, and Japan has inflicted pain on those who rely on interest income. “Financial repression” is the watchword for this phenomenon, coined … Read more
3 CommentsLoomis Sayles is undeniably one of the pre-eminent names in the world of bond funds. The flagship $22 billion Loomis Sayles Bond Fund has returned 10.07% annually over the last 10 years, beating the Barclays Capital U.S. Aggregate Bond Index … Read more
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Having recently passed the four-year anniversary of the Lehman Brothers collapse, it’s tempting to believe that our economy and capital markets have learned from their mistakes. After all, big banks are heavily scrutinized (see J.P. Morgan’s “London Whale” debacle), fancy … Read more
12 CommentsThe advent of a new round of quantitative easing has significant impact for investors, but it’s important to understand what’s actually happening. Last week the Fed extended its “low rates” language from 2014 to 2015, announced it would be … Read more
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Despite historically low interest rates and the risk of future rate increases, there are ways to make money in the fixed-income market. Many investors today wonder whether the “ship has sailed” on investing in bonds. Apart from missing the rally, … Read more
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