WrapManager's Wealth Management Blog

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Clover Capital Management: Banking on the Cycle, April 2010

Posted by Gabriel Burczyk | Founder & CEO

April 27, 2010

As the Credit Crisis unfolded over the past two years, banks made headlines by reporting unprecedented losses. Some of the most prominent financial institutions collapsed or teetered on the brink of insolvency, prompting the government to mount a massive, unparalleled rescue program. While the specifics of this last crisis may vary from those that came before it, we believe that the cyclicality of the banking industry continues to be relevant. As with every cycle, the losses are cleared away to make room for improvement. But the potential for this cyclical improvement, in our view, is currently being underestimated by investors.

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Baker Avenue Asset Management - 1st Quarter 2010 Review

April 22, 2010
Now that spring has arrived, kids are excited about visiting their local amusement parks to ride their favorite roller coasters. With the recent gains in the stock market, investors also seem to be queuing up again for the roller coaster ride in stocks. US markets continued their climb in the first quarter of 2010 with the S&P 500 Index gaining 5.39% on the quarter, the Dow Jones Industrial Average gaining 4.81%, and the Russell 2000 small cap index gaining an impressive 8.85%. Download Full Commmentary Here Get Free Research Reports about Baker Avenue Asset Management [+] Read More

Federated Investors - Dividend Investing, March 23, 2010

March 25, 2010
Federated believes we are coming out of a 25 year period where the interest of investors was fixated on rising stock prices, and away from the cash component of equities. Due to the recent economic and financial environment, Federated thinks that an increasing amount of investors will start seeking a better cash return on their investments, and that dividend strategies will do well as companies start to become more dividend oriented. Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [+] Read More

Astor Asset Management - Outlook Report 2010

March 5, 2010
Astor believes that 2010 will be a positive year for the markets but the returns will be somewhere in the single digits. They think volatility will increase as the economy continues to recover and at times show mixed signals, although overall the state of things will be much calmer than 2009. Download Full Commmentary Here [+] Read More

Lord Abbett - Market Views, March 2010

March 2, 2010
Lord Abbett believes the evidence continues to come in that shows the economic recovery is still intact. Retail sales are positive, the trend in GDP growth is positive, industrial production continues to improve and new orders are rising, and layoffs in the labor sector have moderated. Lord Abbett believes the threat of a double-dip recession is unlikely as long as the FED maintains their loose monetary policy. Download Full Commmentary Here [+] Read More

Churchill Management Group - Market Perspective, February 2010

February 25, 2010
Churchill believes that the market may be in a current correction phase that may last over the next few months. Their proprietary fundamental, technical, and sentiment indicators are pointing towards an intermediate correction in the markets. Churchill believes that following this potential correction, there will be a second great buying opportunity that will lead to the second leg of the current bull market. Download Churchill’s Full Commentary Here Get Free Research Reports about Churchill Management Group [+] Read More

Alliance Bernstein - Capital Markets Outlook, Winter 2009

February 24, 2010
Alliance believes that the world economy continues to rebound from the widespread recession, and that global growth in 2010 should approach 3.5 percent. They see government stimulus packages continuing to bolster the rebound, consumption continuing to improve, the trend in global manufacturing is positive, and the weak dollar is doing its job and rebalancing capital flows and trade. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [+] Read More

Alliance Bernstein - Capital Markets Outlook

December 14, 2009
The economy is showing more evidence that the recovery is gaining traction. Credit markets are continuing to heal and global stimulus is still only partially deployed. A rebound in manufacturing and industrial production, as well as a decrease in the number of job losses, leads Alliance to believe that increased growth will continue for the remainder of this year and into 2010. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [+] Read More

Lord Abbett&Company - Market View

December 8, 2009
The markets are continuing to rebound and the economy looks to be on a more solid stance. The shift into riskier assets continues as investors look for yield and become less risk-adverse. Equities have rebounded strongly from the market lows, but Lord Abbett thinks that cautious consumer spending habits could mean slower economic growth and lower corporate earnings. Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [+] Read More

Lateef Investment Management - Market Commentary

December 7, 2009
Dissecting the current state of the market, economy, as well as their All Cap Growth strategy, Lateef believes there are opportunities to be found. Although tight consumer credit and potential higher taxes are threats to growth in the near to intermediate term, and will present challenges to companies going forward, this will at the same time produce opportunities to those firms that can capture market share from weakened competitors. Download Full Commmentary Here Get Free Research Reports about Lateef Investment Management [+] Read More