Investors Are Most Optimistic on Stocks in 3 1/2 Years – Bloomberg 01-22-13

Salient to Investors: Bloomberg survey of global investors: 38 percent, the highest, expect the US to be in the top two markets over the next year, followed by China. 53% say equities offer the highest return in the next year, the most since the poll began in July 2009. Nearly

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The Great Convergence And What It Means To Investors – Seeking Alpha 01-18-13

Salient to Investors: Nicholas Pardini at Nomadic Capital Partners writes: US and European stocks are no longer the safest bets. Investors should expect subpar real returns from the US economy and positive long run returns from emerging markets. The biggest economic trend of the 21st century is the global convergence of

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Beware Rally in Europe’s Cheapest Stocks, Argonaut Says – Bloomberg 01-15-13

Salient to Investors: Barry Norris at Argonaut Capital Partners said: Buy European stocks with the highest potential for earnings growth over those with the cheapest valuations. The big liquidity rush that has made everyone enthusiastic won’t last the year – equities will rally because they are the least-worst option among asset classes. ECB

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Scots Funds Hunt Stocks to Beat Pessimism Lasting Into 2013 – Bloomberg 12-14-12

Salient to Investors: Scotland’s biggest money managers do not expect the Europe economic slump to end anytime soon. Ben Ritchie at Aberdeen Asset Mgmt expects years of zero or little growth, with strong companies getting stronger and weak companies getting weaker. Greig Bryson at Scottish Widows Investment Partnership looks for companies that can grow irrespective of the

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Stocks Are the New Bonds: Goldman Sachs – CNBC.com 12-13-12

Salient to Investors: Peter Oppenheimer at Goldman Sachs said: Quantitative easings have left little value in the credit markets, so investors should look for returns in European equities over bonds. The STOXX Europe 600 could see annual returns of more than 7 percent despite stagnation in the euro area. Because of a net absence

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