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.
October - 2012
What's Your Number At The Zero Bound? - 10/7/12 - By James Moore with Pimco Funds
Fed, ECB Actions Spark Rally in Risky Assets - 10/12 - By MFS Funds
Market Politics & The Party In Power (Is There Really A Connection) - 10/12 - By Janus Funds
September - 2012
Falling Off The Fiscal Cliff? - 9/12 - By Pimco Funds
ALL IN! - 9/13/12 - By Robert Rodriguez with FPA Funds
June - 2012
Investment Outlook: The Wall Street Food Chain - 6/1/12 - By Bill Gross with PIMCO
May - 2012
The Reality of the Situation - 5/28/12 - By John Hussman with Hussman Funds
Perspectives: The -- It's not just about Europe issue - 5/21/12 - By Columbia Funds
Washington, Wall Street and a world of uncertainty - 5/12 - By Andrew Friedman with Eaton Vance
Unbalanced Risk - 5/7/12 - By John Hussman with Hussman Funds
April - 2012
Economic Week in Review - 4/13/12 - By Vanguard
Is the Fed Promoting Recovery or Desperation? - 4/9/12 - By John Hussman with Hussman Funds
Perspectives - 4/9/12 - By Columbia Management
Job Report Lays an Egg - 4/9/12 - By Jerry Webman with Oppenheimer Funds
What's Ahead in 2012 - 4/12 - By Blackrock
Macroeconomic overview - 4/12 - By MFS Funds
March - 2012
What Goes Up Must Come Down - 3/12 - James Montier with GMO Funds
Perspectives - 3/19/12 - By Columbia Funds
News From the Fed Meeting is There is Not Much New(s)! - 3/13/12
Strategist's Corner - 3/12/12 - By James Swanson with MFS
Investment Outlook - 03/12 - By Bill Gross with PIMCO
February - 2012
The Greek Debt Crisis - 2/22/12 - By Karen Dunn Kelley with Invesco
Unusual Drawdown Risk - 2/20/12 - By John Hussman with Hussman Funds
Don't Fight The Fed, ECB, BOJ, BOE.... - 2/15/12 - Richard Golod with Invesco
Caution Danger Ahead - 2/15/12 - By Robert Rodriguez with FPA Funds
Finding Opportunity in Challenging Times - 2/14/12 - Global Allocation Team with Blackrock
Six Observations For February - 2/3/12 - By James Swanson with MFS
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
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