Salient to Investors: Randy Bateman at Huntington Asset Advisors said investors have always relied on the Fed priming the pump, which ends this month so investors are moving focus to the many geopolitical situations and economic concerns. Economists forecast growth from Japan to China will slow every year through 2016. Tim Courtney at Exencial Wealth
READ MORE... →Salient to Investors: Tim Courtney at Exencial Wealth Advisors said small caps have historically led the way down. Randy Bateman at Huntington Asset Advisors said we have always relied on the Fed pump, but with the pump drying up this month, investors are starting to focus on geopolitical problems and economic
READ MORE... →Salient to Investors: The Russell 2000 VIX is up almost 11 percent in 2014 versus a 6.6 percent drop in the VIX and at its highest level since 2006 relative to the VIX. Russell Rhoads at CBOE’s Options Institute said the premium indicates we would get a bigger pullback in small-caps than large-caps in a market
READ MORE... →Salient to Investors: Paul Zemsky at Voya Investment Mgmt sees a new era of macro policy where the Fed uses new tools to prevent bubbles and raises concerns when markets are away from fundamentals. Alan Gayle at RidgeWorth Investments said the Fed recognizes it needs to broaden its scope of
READ MORE... →Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund
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