Mutual Fund/Third Party Insights

We closely monitor the markets, economic indicators and analysis by our investment management firms. We have assembled links to some of the relevant economic commentaries and articles from some of those money management firms. Our goal is to provide resources that will help provide some insight into the current economy and state of the market. The information below represents the opinion of the money management firms listed.

 

January - 2012

Dwelling In Uncertainty - 1/16/12 - By John Hussman with Hussman Funds

2012 Outlook - By Jerry Webman and Art Steinmetz with Oppenheimer Funds

What's Ahead in 2012 - An Investment Perspective - By Bob Doll with Blackrock

Towards the Paranormal - January 2012 Investment Outlook - By Bill Gross with PIMCO

December - 2011

When 'Positive Surprises' are surprisingly meaningless - 12/19/2011 - By John Hussman with Hussman Funds

Perspectives - 12/19/20111 - By Columbia Funds

Lessons Learned in 2011 - 12/7/2011 - By Richard Golod with Invesco

Family Feud - December 2011 Investment Outlook - By Bill Gross with PIMCO

November - 2011

A Super Committee in Name Only - 11/23/11 - By Karen Dunn Kelley with Invesco

Will the Roller-Coaster Ride Ever End? - 11/22/11 - By Jurrien Timmer with Fidelity Investments

Hokey Pokey - 11/14/11 - By John Hussman with Hussman Funds 

Technocrats to the Rescue—Weekly Market Review - 11/14/11 - By Jerry Webman with Oppenheimer Funds

Pennies from Heaven - November 2011 Investment Outlook - By: Bill Gross with PIMCO

October - 2011

Whipsaw Traps - 10/31/11 - By: John Hussman with Hussman Funds

The Long View--Building the 3-D Shelter - By Rob Arnott with Research Affiliates

Repeating the Future - By: Neel Kashkari with PIMCO

Eurozone Debt Crisis: Done Deal? - 10/27/11 - By Jerry Webman with Oppenheimer Funds

A Tale of two Morals: Hazard vs. High Ground - 10/10/11 - By: Mark Burgess with Columbia Management

Talking Point for the "Occupy Wall Street" Protester - 10/10/11- By: John Hussman with Hussman Funds

Are we there Yet? -  10/3/11 - By: Colin Moore with Columbia Management

Six Pac(k)in' - By: William Gross with PIMCO

Recession, Restructuring, and the Ring Fence 10/3/11 - By John Hussman with Hussmand Funds

 

September - 2011

T. Rowe Price Perspectives: Eurozone Debt Crisis By: T. Rowe Price

Weekly Market Comment - 9/19/11 - By John Hussman with Hussman Funds

Weekly Market Review - 9/19/11 - By: Jerry Webman w/ Oppenheimer Funds

Weekly Perspectives - 9/19/11 - By: Tom West w/ Columbia Management

Global Market Commentary - 9/12/11 - By: Richard Golod with Invesco

Weekly Market Comment: September 12, 2011 - By: John Hussman with Hussman Funds

Washington Insights: September 2011 - By: Invesco Funds

More of the same: September 9th, 2011 - By: Robert Rodriguez with FPA Funds

 

August - 2011

Panic is not a Strategy   By: Jurrien Timmer with Fidelity

Expect the Unexpected   By: Bill McNabb with Vanguard

Making Sense of it All   By: JP Morgan

Weekly Market Comment:  August 15th, 2011   By: John Hussman with Hussman Funds

Navigating Extreme Volatility & the Downgrade Aftermath   By: Black Rock Investments

Update on the Municipal Bond Market – 8/11/11  By: Franklin Templeton Investments

Weekly Market Review - 8/22/11   By: Jerry Webman with Oppenheimer Funds

Weekly Market Commentary - 8/29/11   By: John Hussman with Hussman Funds

September 2011 - Investment Outlook   By: Bill Gross with Pimco Funds

Weekly Perspectives - 8/29/11   By:  Columbia Management