Category Archives: Market Review

One Man’s Opinion: Is The Time Ripe To Bottom-Fish Or Re-Enter The Equity Markets?

The latest rebound in US equities is probably too early to do a victory lap though there’s no denying that valuations have improved pretty dramatically in the last couple of weeks, said David Lafferty, Chief Market Strategist at Natixis Global … Continue reading

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One Man’s Opinion: Will Global Turmoil Materially Impact US Growth?

Investors would be making a mistake if they map the ongoing commodity weakness into a general global slowdown which would impact the US as well, said Scott Mather, CIO at PIMCO. Investors should not forget the reduction in commodity prices … Continue reading

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One Man’s Opionion: Will The Fed Delay The Rate Hike To Avoid Importing Deflation From China?

The recent devaluation of the Chinese Yuan is a reason for worry because it’s a huge event, said Joachim Fels, global economic advisor at PIMCO. Two major economies, the US and China were willing to let their currencies appreciate, which … Continue reading

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One Man’s Opinion: Will Volatility Remain Elevated In The Near Future?

While many investors may have lost their annual gains in equities due to the recent slide, there are others who have built high cash positions, said Kristina Hooper of Alliance Global Investors. Allianz expects heightened volatility with a downward bias … Continue reading

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One Man’s Opinion: Is The Current Recovery Driven By Leverage?

Investors were focused on stocks outside the US last year and it’s very refreshing to see that balance to come back, said Richard Madigan, chief investment officer at JP Morgan Private Bank. While investors can always look at Europe, Japan … Continue reading

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One Man’s Opinion: Will The Financial Sector Perform Well Once Rates Rise?

The US economy has been growing at around 2-2.5 percent for a couple of years now while the business cycle has remained nearly flat, said Rob Morgan, chief investment officer at Sethi Financial Group. While the economy grinds along, among … Continue reading

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