U.S. Stocks Rise to Highest Level Since 2007 on Earnings – Bloomberg 02-08-13

Salient to Investors: James Paulsen at Wells Capital Mgmt said people are finally deciding that this looks more like a sustainable recovery. 75 percent of 341 S&P 500 companies so far reporting have beaten estimates, 67 percent have beaten sales estimates. The S&P 500 P/E is at 15 versus the average of 16.6

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Where Is Your Fund Manager From? – Bloomberg 02-07-13

Salient to Investors: Research finds that, among US-based fund managers, a Brazilian-born manager who speaks fluent Portuguese and is familiar with the country’s business culture had better results when investing in Brazilian companies than a German-born manager. Quoc Nguyen at University of Illinois found: US funds that overweight stocks from the local ethnic

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Global Stocks Signal No Loss of Better World to Come – Bloomberg 02-04-13

Salient to Investors: The MSCI World Index rose 5 percent in January, the most since 1994, on individual investor inflows, US profits, interest rates at record lows, and improving growth from Europe to China. The Index rose 6.4 percent at the start of 1994, and GDP increased 7.7 percent that year, and rose

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‘Mega’ Public Pensions Beat Small Funds in 2012: Wilshire – Bloomberg 02-03-13

Salient to Investors: Wilshire Associates said: Big government-employee pensions reported median returns of 13.43 percent in 2012 versus 12.47 percent for funds with over under$1 billion in assets. State and local pensions with under $1 billion of assets had a median allocation of 10.6 percent in international stocks and zero

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Best Stock Pickers Trawl Frontier Markets as U.S. Funds Lose – Bloomberg 02-01-13

Salient to Investors: Stocks in the least-developed markets are producing annual returns at least 7 percent higher than mutual fund managers around the world. Carlos von Hardenberg at Franklin Templeton Investments said their companies are overlooked and under-owned. Sam Vecht at BlackRock Frontiers Investment Trust is much more positive on frontier countries

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Megamerger Failures Cloud 2013 Deal Resurgence: Real M&A – Bloomberg 01-30-13

Salient to Investors: Bloomberg says two-thirds of company takeovers exceeding $20 billion since 1996 generated losses for the acquirer’s shareholders – the 78 buyers lagged behind the MSCI World Index by a median of 13 percent in the 3 years after completion, falling 21 percent. Warren Buffett says acquirers typically

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