Fellow Advisors, All Your Models Are ‘Garbage’: John Mauldin
After the developed world, and eventually even the U.S., deleverages, asset allocation models can be brought back. Is France the next Greece, or is it Japan?
Outlook 2012: Global Economy View—J.P. Morgan, LPL, S&P
Market strategists and portfolio managers from J.P. Morgan Funds, LPL Financial and S&P Capital IQ are combing through the data in a search for investment opportunities next year.
IMF, Japan Deny Italy Talks on Aid
With yields on Italian bonds skyrocketing, a report in the Monday daily La Stampa that the International Monetary Fund would provide a loan package to Italy of up to 600 billion euros ($798 billion) at an interest rate of between 4-5% was denied by the IMF.
At FPA San Diego, Currency Manager Merk Says No ‘Safe’ Assets Left
Currency fund manager Axel Merk says investors need to throw out the risk-free component of their portfolio, as there is no such thing as a “safe” asset anymore.
Moody’s Downgrades Japan One Notch
Rating agency cites political situation as reason; Japan now at same level as China.
Japan Takes Steps to Weaken Yen
In response to a move by Switzerland on Wednesday to weaken the Swiss franc, Japan found itself forced to intervene on behalf of its own currency on Thursday for the third time in less than a year, selling an unspecified quantity of yen on the market.
Bond Experts Warn of Danger of Debt Ceiling ‘Turmoil’
Failure to raise the U.S. debt ceiling, warn fixed-income experts, including Chris Shayne of BondDesk, could mean catastrophes including a sudden rise in interest rates and a crisis among institutional investors who are mandated to invest in triple-A rated bonds.
Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended Profile
Wharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.
Talking to Clients on Japan and Mideast Now: Keith Springer
Springer Financial Advisors’ founder publicly opines on market and world events, showing and training clients how to keep emotions out of investing.
Will Treasuries Plunge?
With the Federal Reserve reiterating its stance on a low interest rate environment, falling bond yields have been a major investment theme so far this...