WrapManager's Wealth Management Blog

Money manager Macquarie Allegiance's February newsletter details why they think Treasury yields will continue to increase, especially in the 10 year Treasury. "Our analysis shows that the improving trend of the economy has been pressuring Treasury yields higher. The current macro momentum suggests we are heading for the third test of 4.0% on the 10Y yield in this cycle. However, inflation pressures in the US remain low despite the added pressure coming from surging commodity prices. We conclude that the persistence of a large negative output gap is helping to contain inflation pressures." Download Full Commmentary Here [+] Read More

Money manager Macquarie Allegiance's January commentary reviews 2010 and provides their outlook for 2011. Graham McDevitt, the Co-Chief Investment Officer, believes the 'ride' this year will be significantly different compared to the rollercoaster of 2010. Read about their themes and risks facing investors in 2011 in this month's commentary. Download Full Commmentary Here [+] Read More

Money manager Neuberger Berman favors an overweight of equities over bonds, with a balance of dividend-producing and cyclical stocks, as well as some exposure to higher risk/return profile investments including high yield and emerging market stocks. In a generally muted economic environment that carries a variety of risks, they believe that security selection will be highly important to investment performance across asset classes in the year ahead. Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc [+] Read More

Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be full of uncertainties but one thing seems likely: the demand for goods and services in the developing world will grow at an unprecedented rate as the emerging middle class rapidly expands over the next couple of decades. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

The Fixed Income team at money manager Neuberger Berman provides their comprehensive 2011 fixed income outlook. The past year has seen periods of uncertainty in the fixed income market but has also generally provided strong results for spread (non-Treasury) sectors. Looking toward 2011, they believe that, despite several headwinds, the modest U.S. economic recovery is likely to continue and that interest rates will likely remain low. This, in turn, should provide a positive environment for sensible risk-taking and could lead to further outperformance by non-Treasuries moving forward. Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc [+] Read More

Matthew Rubin, Director of Investment Strategy at money manager Neuberger Berman, analyzes the market fundamentals and returns over the past ten years. "The past decade has not been kind to equity investors, with the S&P 500 posting a roughly flat return over the 10 years ending October 31, 2010. Even with recent market gains, investment flows and price volatility appear to reflect continued risk aversion and skepticism about stocks - something that has prevailed since the credit crisis of 2008." Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc [+] Read More

On the heels of the Fed's announcement regarding QE2, the mid-term election, and a host of good economic data and corporate earnings reports, we are starting to feel incrementally more optimistic about the near-term. Nevertheless, our view continues to be that the most likely path forward will be the slow, plodding recovery providing periods of softness accompanied by volatility. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More

In recent months, several major multinational companies announced plans to boost investment in the US. We think these moves may mark the start of a shift in global investment, production and trade patterns. But more incentives are needed to attract multinational manufacturing to the US, which could go a long way toward reducing the trade deficit. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [+] Read More

Roosevelt Investments continues to believe that in the coming months the economy will grow at a slow, plodding rate, below what is likely to be needed for meaningful job creation but on balance providing an environment which is positive for capital markets. Download Full Commmentary Here Get Free Research Reports about Roosevelt Investment Group [+] Read More