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
READ MORE... →Salient to Investors: Robert Lutts at Cabot Money Mgmt said the economy will be driven by capital being put to work: the glass is definitely more half full than empty. 73 percent of the 254 S&P 500 companies so far reporting have beaten estimates, and 65 percent have beaten sales estimates. Read the
READ MORE... →Salient to Investors: Peter Sorrentino at Huntington Asset Advisors is positive on commodities going forward as investors are pumping in money and growth expectations for China are starting to rise. Nic Johnson at Pimco said the rally will continue in 2013 on improving growth prospects, which should reinforce inflows . Copper traders are the
READ MORE... →Salient to Investors: Christopher Sullivan at United Nations Federal Credit Union said we have settled at higher yields as the market is suspicious of low bond yields when risk assets are rallying – the market is focusing more on positive indicators of moderate strength than negative numbers. Thomas di Galoma at Navigate
READ MORE... →Salient to Investors: First-time enrollment in graduate school has declined for 2 years in a row. Debra Stewart at the Council of Graduate Schools said undergraduates with debt are half as likely to pursue a graduate degree as those without. Mark Kantrowitz at finaid.org graduate students owe 30 percent of
READ MORE... →Salient to Investors: Alan Gayle at RidgeWorth Capital said investors need to see a bad quarter or two for their bond investments before they move back into stocks. Patrick Maldari at Artio Global Mgmt says bonds, particularly corporates, are still attractive as S&P 500 returns will remain lackluster, while economic growth
READ MORE... →Salient to Investors: Art Cashin at UBS said if investors don’t jump in based on the bullish market move, then traders will be looking for any trigger and start to worry about the sequester. Hogan said everybody’s looking for something to cause a pull back. Tom Lee at JP Morgan
READ MORE... →Salient to Investors: Mitch Tuchman at MarketRiders writes: Google Trends shows people are getting interested in stocks again, and the market rally has unleashed media stories about small investors getting back into equities. Stocks were never safe, nor will be. The bond market implies all kinds of risks that most
READ MORE... →Salient to Investors: Suanjin Tan at BlackRock said the avalanche of new deals has investors fatigued, and continued home-price restrictions and a slowing economy means being selective. Tan sees a big mindset shift in the past year with fears of a huge property market collapse in China gone: the risks are there but very few
READ MORE... →Salient to Investors: Mitali Das and Papa N’Diaye at the IMF said China’s supply of low-cost workers will run out between 2020 and 2025 pushed by a precipitous drop in the working-age population, and necessitating a shift to a more intensive growth model with a greater reliance on improving total factor productivity. A 2010
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