Economy & Markets
The important economic and stock market news that advisors need to know.
Jim Schier of Security Mid-Cap Value Fund
By Staff WriterS&P Rank: 4 Stars A Value Manager's Guide to the Mid- and Small-Cap Universe
October 01, 2004
Who's Better-- Democrats or Republicans?Despite the latest polls and up-to-the-minute spin doctoring, we don't know who is going to win the majority of electoral votes on November 2. But...
October 01, 2004
Behind the Numbers, With Gary ShillingWhile he has been consistently bullish on bonds, Gary Shilling's allocation to that sector is now almost double the panel's average. "Since May stocks have...
October 01, 2004
Investing by the BookThank you for the August 2004 cover story, "Keeping The Faith," by Robert Keane. It is good to raise awareness about the value of faith-based...
October 01, 2004
Bedrock ValueThere have been a lot of rumblings in the last few months about the need to shift client portfolios from small- and mid-cap stocks to...
September 27, 2004
Geography-Specific Long/Short Funds Lead Lineup at Halsey RoundtableNEW YORK (HedgeWorld.com)--The upcoming capital-introduction conference in London organized by Jane Halsey will showcase a preponderance of long/short managers who focus on certain parts of the world. Of the 14 presenters, four trade in European markets, three in U.S. markets, one in China, one in Argentine debt and one broadly...
September 27, 2004
Aspect Joins EurexLONDON (HedgeWorld.Com)--Aspect Capital Ltd. has become a member of Eurex. Aspect, a quantitative European hedge fund manager with US$3.5 billion under management, is the first commodity trading adviser to become a nonclearing member of Eurex. In a statement, Aspect said joining Eurex is part of the company's effort to exploit...
September 17, 2004
Morgan Stanley's Roach: Macro Trends Not SustainableNEW YORK (HedgeWorld.com)-Stephen Roach, Morgan Stanley's chief economist, warned that the out-of-whack world economy sooner or later will move into a correction, in part through the inability of U.S. consumers to maintain current spending levels with their heavy dependence on borrowing. Speaking at a forum organized by Drake Management LLC,...