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Stock Market Volatility: Could These Be Future Considerations for Investors?

Posted by WrapManager's Investment Policy Committee

February 16, 2018

Stock Market Volatility: Could These Be Future Considerations for Investors?

Money Managers continue to reflect on the market volatility from last week, lessons learned, and consider what's to come.

This week's post is another compilation of articles from three different money managers. Lord Abbett's day-by-day recap of last week's market ups and downs. Senior Portfolio Manager Bob Doll shares Nuveen's outlook on market volatility and other factors investors should consider, while Federated Investors focuses in on dividend investing in 2018.

Lord Abbett and Company

Nuveen Asset Management

Federated Investors

Money Manager Commentary: Why Was the Market So Volatile This Week?

February 8, 2018

Money Managers have had plenty to say about the market volatility that started last week. That’s why this week we’re doing something different. The post below is a compilation of five different commentaries. As usual, you can read the excerpt below, or click the link to download the full version of each of the individual commentaries. Keep reading to see what the following money managers say about this week’s volatility. Lord Abbett and Company Cambiar Investors Nuveen Asset Management Federated Investors ClearBridge Investments [+] Read More

Pros and Cons of Dividend Investment Strategies

December 13, 2017

Should an investor consider owning dividend stocks? If so, why? And when? In this piece, we delve into the realm of dividend stock strategies. We’ll look at why dividend stock strategies are important, how they can fit into a broader investment strategy, and why investors may want to consider them now. What is a Dividend Investment Strategy? Let’s start with the basics. Generally speaking, a dividend investment strategy is an investment strategy tailored to invest in dividend-paying companies. Asset managers who specialize in owning dividend-paying stocks often have different criteria for the types of companies they want to own. For example, some managers may want to own companies that pay a healthy size dividend, while others may care more about the company having a history of increasing their dividend payments over time. Or, perhaps the manager is looking for companies with a long history of consistent dividend payments versus companies that only recently started paying dividends to shareholders. [+] Read More

Presenting WrapManager's Q4 2017 Top International Equity Money Manager Picks Report

November 30, 2017

While the United States represents the largest single contributor to global GDP, 75% of the world’s GDP is taking place across our borders in other countries. That means that from an investing standpoint, an international equity strategy can help diversify your portfolio and take advantage of the many investment opportunities available outside of the U.S. Though we have seen that historically there have been market cycles where international equities outperform U.S. equities[1], there can be a tendency for many American investors to have a home bias that favors domestic investment and largely ignores non-U.S. opportunities. [+] Read More

Federated Investors Hopeful About Stocks’ Summer Doldrums

July 13, 2017

While extremely low headline volatility of late may be putting some investors to sleep, beneath the surface, there has been a healthy and ongoing rotation among market sectors that should continue into the fall, pulling the S&P 500 ever higher toward our near-term 2,500 and long-term 3,000 targets. The reasons are three-fold: the economic backdrop is still solid; credit and liquidity conditions remain good; and politics and the Fed appear set to work together and revive the “Trump trade” in coming months. So stay long stocks. Add to industrials, financials and health care. And don’t abandon tech yet—there’s more to come in the next 12 months. Continue reading for additional insights: [+] Read More

What is a Good Strategic Value Dividend Strategy Under Trump? - Federated Investors

March 21, 2017

Our first and primary answer to the client question of what one can expect from investment in a Strategic Value Dividend product is the opportunity for a high and rising income stream from high-quality business assets. For our more stock market-oriented clients, our answer is that we have historically delivered broad market returns, plus or minus, depending on the measurement period, but with a notably lower standard deviation. Both of those propositions were in effect prior to the US Presidential election; both remain in effect today. That being said, the world is now quite different than it was on November 8. How has this reality affected our companies? In short, not much, but let’s review some of the possible “talking points” involving the new administration’s policies. Keep in mind that all of these proposals are, for now, just media speculation and Sunday talk show fodder. But let’s tally up the potential pros and cons. [+] Read More

Federated Investors 2017 Outlook

January 9, 2017

Stephen Auth, CFA and Chief Investment Officer, Equities, shares his expectations for 2017 including: The effect of the Trump administration and Republican Congress Fiscal stimulus vs. structural reform A new phase for the bull market "Climbing the Wall of Hope" through 2018. A selection is provided below, or you can download the complete commentary as a PDF. [+] Read More

Federated Strategic Value Dividend Investing

November 28, 2016

Daniel Peris, Ph.D., CFA and Head of Strategic Value Dividend Team, answers questions about the the Federated Strategic Value Dividend Strategy including: Overview of the Federated Strategic Value Dividend Strategy How the strategy is performing in the current rising-rate environment What is the outlook and positioning strategy over the next 3 to 6 months [+] Read More

Federated Investors 3Q2016 Market Commentary

October 31, 2016

With 2016’s all-important final quarter at the doorstep and third quarter data continuing to trickle in, hopes for a sharp second-half rebound have begun to fade.The Atlanta Fed’s closely watched GDP Now forecast for growth in the July-September quarter ended September at 2.4%, well below the 3.5% estimate at the end of August. At the same time, no one is seriously talking recession, just more of the same: muddling along while awaiting the key event of the year: the presidential and congressional elections. [+] Read More

Federated Investors - Brexit Update June 24

June 28, 2016

Philip Orlando, CFA, from Federated Investors, shares his comments on Brexit. Read a section below from "Orlando's Outlook" or click here to read the entire commentary. Bottom Line In an extraordinary overnight development, the U.K. voted 52% to 48% to leave the European Union. Prime Minister David Cameron, who supported the Remain camp, immediately fell on his sword, announcing he will resign in October after a transition period to select a new [+] Read More