Tag Archives: performance
What we look for when picking a mutual fund
In theory, picking a good mutual fund should be easy. Just find a fund with an experienced portfolio manager who has consistently outperformed the fund’s relevant benchmark and buy some shares. Then repeat in each portion of the market so … Continue reading
Even weak economy can produce good investment returns
Emerging market countries have earned a lot of attention from investors because of their 29.05% average annual return from 2003-2010 (MSCI Emerging Markets Index). Going forward, much of the assumption that emerging markets will continue to lead has to do … Continue reading
The Bond Market Conundrum of 2011 — Part II
Portfolio Management Preferences to Reduce Risk LOOK BEYOND TREASURIES U.S. investors have easy and relatively inexpensive access to a broader selection of bonds than they had in 1994. Non-U.S. bonds provide U.S. investors access to different economic cycles, interest rates … Continue reading
The Bond Market Conundrum of 2011 — Part I
What Happens When Interest Rates Rise Given historically low U.S. interest rates, government stimulus efforts that seem likely to spark inflation and a massive flow of cash chasing returns, many investors think that it is not an ideal time to … Continue reading
Earnings reports indicate market has some catching up to do
Dr. Bob Froehlich, senior managing director at Hartford Mutual Funds, regularly communicates his view of market expectations. Despite uninspiring economic results he remains bullish on stocks. Here is some compelling support for his thinking from his September 29 commentary. On … Continue reading
U.S. Stocks, Municipal Bonds Generate the Best Real Returns
Thornburg Investment Management recently released an annual report analyzing real returns. It is always interesting reading. Thornburg reviews returns for several types of investments and then subtracts expenses, taxes and inflation to determine which investments allow investors to keep the … Continue reading
Stretch Your View and Grow Your Wealth
Over the past 10 years, bonds have built a meaningful lead over stocks when comparing returns. But how often have bonds outperformed stocks over various historical periods, through all sorts of crises, political changes, recessions, etc.? Consider the graphs below … Continue reading
