Investors Expecting U.S. Markets With Best Return in Poll – Bloomberg 05-15-13

Salient to Investors: Bloomberg Global Poll: International investors are the most bullish on the US and Japanese markets in more than 3.5 years as both economies are seen to be improving. Over 40% will reduce gold exposure over the next 6 months, close to 3 times more than those who

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European Stocks Post Biggest Weekly Gain in Five Months – Bloomberg 04-26-13

Salient to Investors: Graham Bishop at Exane BNP Paribas said market psychology has firmly bought into the prospect of policy escalation, and poor economic data is reinforcing such expectations – liquidity strength trumps growth weakness. Read the full article at http://www.bloomberg.com/news/2013-04-26/european-stocks-post-biggest-weekly-gain-in-five-months.html Click here to receive free and immediate email alerts of the latest forecasts.

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European Stocks Drop as Italian Yilds Surge; TDC Retreats – Bloomberg 03-27-13

Salient to Investors: Axel Weber at UBS said the growth story in Europe is just not there yet, the structural problems are unresolved, and there is some potential for equities to improve particularly for the US. Read the full article at http://www.bloomberg.com/news/2013-03-27/european-stock-index-futures-climb-after-u-s-rally.html Click here to receive free and immediate email alerts of the latest forecasts.

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European Stocks Rise to 4 1/2-Year High as Leaders Meet – Bloomberg 03-14-13

Salient to Investors: Witold Bahrke at PFA Pension A/S said anxiety is growing steadily, primarily regarding euro-zone developments, and while no-one expects anything concrete from the summit, there is the potential for surprises, like on Cyprus. Read the full article at http://www.bloomberg.com/news/2013-03-14/european-stock-index-futures-climb-as-leaders-meet.html Click here to receive immediate email alerts of the latest

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Grantham Says Assets ‘Brutally Overpriced’ on Fed Policy – Bloomberg 02-26-13

Salient to Investors: Jeremy Grantham at Grantham Mayo Van Otterloo said: All global asset prices are too high because of Federal expansive monetary policy. US companies, other than quality stocks with stable earnings and low debt, and most global growth equities, are brutally overpriced. US large-caps, excluding quality stocks, will lose

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Correlation at 2008 Low Leaves European Stocks Trailing – Bloomberg 02-25-13

Salient to Investors: Correlation between the Euro Stoxx 50 Index and the MSCI All-Country World Index has fallen to the lowest level since 2008. The Euro Stoxx 50 trades at 10.9 times estimated earnings versus 13.7 for the S&P 500 and 14.8 for the MSCI Asia Pacific Index. Trevor Greetham at Fidelity Worldwide is underweight

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European Stocks Decline Most in Two Weeks on Fed, Economy – Bloomberg 02-21-13

Salient to Investors: Mark Andersen at UBS said the FOMC minutes may have started an adjustment process for the markets, with realism setting in with investors. Anderson said you can’t have both stronger growth and ever-expanding balance sheets at central banks, so their members are starting to consider the longer-term

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Dividends Top Bond Yields by Record as Limited Pays 10% – Bloomberg 02-11-13

Salient to Investors: The MSCI World Index dividend yield of 2.7 percent compares with the Bank of America Merrill Lynch Global Corporate Index bond yield of 2.6 percent and the Barclays Global High-Yield Index yield of 6.1 percent -the gap with the junk-bond index is the narrowest since at least 1995. Jacob de Tusch-Lec at

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