WrapManager's Wealth Management Blog

Lord Abbett's Milton Ezrati discusses U.S.-China trade relations and the potential for Congress to label China as a "currency manipulator." "If Congress can label China a "currency manipulator," then tariffs aimed at China become likely, as does Chinese retaliation in a pattern that would hurt world trade, growth prospects in both countries, and asset values on both sides of the ocean and beyond." Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [+] Read More

Navellier's third quarter commentary discusses high-frequency trading, S&P 500 earnings, the banking sector and Operation Twist. "In the aftermath of the recent selling capitulation, there are many incredible buying opportunities at hand, especially before another round of positive earnings announcements. We believe aggressive investors should be prepared to deploy capital before the third-quarter earnings announcement season commences. We realize the overall stock market has been worrying over the past quarter. Fortunately, the seasonally strong time of year is fast approaching, and as the holidays arrive, we believe there will be many opportunities for savvy investors." Download Full Commmentary Here Get Free Research Reports about Navellier & Associates, Inc. [+] Read More

Calamos third quarter commentary expresses many concerns about the global economy, but ultimately concludes that the healing process has begun. "We believe that emerging markets can come to the rescue, at least for the next few years. The imbalances in the global economy can be unsettling, as we noted, but these same imbalances create opportunities for countries, companies and investors on a global scale." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More

BlackRock's Chief Equity Strategist Bob Doll explains his thoughts for the third quarter and what information will be guiding the market. "Overall, our view remains that the United States will avoid a recession, but we acknowledge that the pressures are growing. Ultimately, we believe the outcome of the European situation will help determine whether or not, and in what direction, markets will be able to break out of their current trading range." Download Full Commmentary Here Get Free Research Reports about Blackrock Inc [+] Read More

In one of the most informative pieces about the situation in Europe, JP Morgan Asset Management does an excellent job examining the history of the Euro and Eurozone and reviewing possible outcomes. We highly suggest reading this commentary, which examines: 1) the underlying issues plaguing Europe, 2) a summary of steps taken to address them so far, 3) a look at possible next steps and solutions, and 4) a few thoughts on investing in such difficult times. Download Full Commmentary Here Get Free Research Reports about JPMorgan Asset Management [+] Read More

Money manager Wentworth Hauser & Violich is out with their 2011 summer review and outlook. "Virtually all economic indicators point toward continued economic expansion within the United States in the period ahead. Economic and employment growth will be slower than in past periods due to the headwinds created by government policies regarding regulation, mandates, rules, taxation and overall barriers to free market capitalism." Download Full Commmentary Here Get Free Research Reports about Wentworth, Hauser & Violich [+] Read More

Bob Doll, Chief Equity Strategist at money manager BlackRock believes the fundamental foundations for the global economy should be sufficient to keep the recovery on track. "Our summary view is that we believe investors are overly pessimistic about the possibility of a renewed recession in the United States. It is important to remember that equity markets have a poor track record as acting as predictors of recessions and corporate fundamentals remain strong. Since 1950, the United States has never entered a recession with corporate balance sheets as flush with cash as they currently are." Download Full Commmentary Here Get Free Research Reports about Blackrock Inc [+] Read More

Churchill Management Group explains why they believe we are most likely in a bear market and how they plan to position themselves accordingly. "We continue to believe that the Secular Bear market in stocks, which began back in 2000, will not end until after the Presidential Election in November of 2012. The Secular unwinding does not mean that there can't be a great Bull Market run between now and its conclusion, as we have seen in 2003 and 2009. It just means the U.S. economy remains in the process of unwinding the excesses of the previous decades, and it still has more work to do." Download Churchill’s Full Commentary Here Get Free Research Reports about Churchill Management Group [+] Read More

John P. Calamos and Nick P. Calamos of money manager Calamos Investments give their thoughts on the recent market downturn and surrounding events. "Throughout July, market participants grew increasingly apprehensive about global growth and government debts. As anxieties bubbled over in early August, the see-sawing in the markets gave way to frenetic gyrations. Investors are rightly concerned about many of the issues facing the U.S. and global economies, but we continue to caution against emotion-driven reactions, whether markets are advancing or declining." Download Full Commmentary Here Get Free Research Reports about Calamos Investments [+] Read More