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WrapManager's Investment Policy Committee

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Nuveen Asset Management - Cyclical and Emerging Market Strength May Be Pointing to Better Growth

Posted by WrapManager's Investment Policy Committee

May 15, 2013


Nuveen's Bob Doll, Chief Equity Strategist, comments on his waiting for the self-reinforcing economic expansion to take hold.

"Last week U.S. equities advanced as the S&P 500 increased by 1.3%.1 We have been amazed by the market’s ability to continue to rally in an environment in which sales growth has been anemic and earnings gains have been largely based on companies’ abilities to manage margins and utilize financial engineering."

 

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Nuveen Asset Management

Cambiar Investors - Reviewing the International Equity Market Outlook

May 1, 2013
Investment Advisor Magazine's International SMA Money Manager of the Year for 2012, Cambiar Investors, reviews this past quarter and provides their global outlook for 2013 in their latest investment commentary. "International equities had a mixed quarter, as developed markets (MSCI EAFE Index) posted a 5.1% gain, while the MSCI Emerging Markets Index declined by 2.1%. After a strong start to the year, buyer's fatigue appeared to set it. An uptick in negative newsflow (banking crisis in Cyprus, election in Italy, increasing tension between North Korea and South Korea) further incentivized investors to move to the sidelines in the back half of the quarter." Download Cambiar Investors' Full Commentary Here Get Free Research Reports on Cambiar Investors [+] Read More