Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Gaming the 2004 Consensus
By Ben WarwickAfter a tremendous 2003, analysts of nearly every ilk are looking for another great year of gains for U.S. equities. Bullish market technicians cite two reasons for their enthusiasm. From a calendar-based perspective, stocks tend to do well in election years as incumbents try to keep investors happy by keeping...
November 05, 2003
The Mathematics of a Market RallyAs reported in earlier editions of this newsletter, a plethora of investment gurus, including such luminaries as Berkshire Hathaway's Warren Buffett and First Quadrant's Robert Arnott, have stated that equity returns going forward will be significantly lower than the spectacular run of the last two decades.
November 03, 2003
Fund in Focus: Neuberger Berman Focus FundKent Simons, manager since January 1988 S&P Ran
October 20, 2003
Investing With Thomas Perkins of Janus Mid-Cap ValAn edited excerpt from the Oct. 19, 2003, edition
October 20, 2003
Mike Balkin of William Blair Small Cap Growth FundS&P Rank: 5 Stars Sept. 19, 2003 Nimble
October 01, 2003
A Sustainable Small-Cap Revival?Small-cap growth funds are outperforming the broad market as the economic recovery spurs investor confidence. Like previous rebounds, the current recovery is generating disproportionately higher...
September 29, 2003
Richard Aster Jr. of Meridian Growth FundS&P Rank: 5 Stars Sept. 19, 2003 Price-S