Article Archive: Quarter-End Insights

Title Collection Author Date
Our Take on the Second Quarter Quarter-End Insights Jeremy Glaser 07/01/15
Industrials: Stronger U.S. Dollar, Weaker Energy Activity Weigh Quarter-End Insights David Silver, CFA, CPA 07/01/15
Health Care: A Few Stocks Still Offer Upside Quarter-End Insights Damien Conover, CFA 07/01/15
Real Estate: Rising Interest Rates Wreak Havoc on REITs Quarter-End Insights Todd Lukasik, CFA 07/01/15
Tech and Telecom: M&A Heats Up, and the Cloud Changes the Landscape Quarter-End Insights Peter Wahlstrom, CFA 07/01/15
Utilities: Starting to Look Attractive After a Woeful 2015 Start Quarter-End Insights Travis Miller 07/01/15
Basic Materials: China Slowdown Weighs on Commodities (With One Exception) Quarter-End Insights Jeffrey Stafford, CFA 06/30/15
Financial Services: A Favorable Outlook for Insurance Quarter-End Insights Erin Davis 06/30/15
Energy: No Rapid Rebound for Oil Prices Quarter-End Insights David Meats 06/30/15
Consumer Defensive: Top-Shelf Picks for a Cautious Spending Environment Quarter-End Insights Adam Fleck, CFA 06/30/15
Consumer Cyclical: Assessing Disruptions in Restaurant, Retail, and Travel Quarter-End Insights R.J. Hottovy, CFA 06/30/15
Credit Markets: Investment Grade Struggles, While High Yield Outperforms Quarter-End Insights Dave Sekera, CFA 06/29/15
Economic Outlook: Stuck in Neutral as We Cling to Cash Quarter-End Insights Robert Johnson, CFA 06/29/15
Stock Market Outlook: Pick Your Spots Carefully Quarter-End Insights Matthew Coffina, CFA 06/29/15
Health Care: 3 Picks in a More Expensive Sector Quarter-End Insights Damien Conover, CFA 04/01/15
Industrials: A Few Bargains Still Remaining Quarter-End Insights Richard Hilgert 04/01/15
Tech and Telecom Sectors: Time to Be Selective Quarter-End Insights Peter Wahlstrom, CFA 04/01/15
Utilities: Bloody February Brings Valuations Back In Line Quarter-End Insights Travis Miller 04/01/15
Real Estate: REITs That Can Weather a Rising Rate Environment Quarter-End Insights Todd Lukasik, CFA 04/01/15
Our Take on the First Quarter Quarter-End Insights Jeremy Glaser 04/01/15
Energy: Coping With Lower Oil and Gas Prices Quarter-End Insights David Meats 03/31/15
Basic Materials: China Will Keep a Lid on Most Commodities Quarter-End Insights Daniel Rohr, CFA 03/31/15
Consumer Defensive: Attractive Companies, Top-Shelf Valuations Quarter-End Insights Ken Perkins 03/31/15
Consumer Cyclical Investors: Shop Carefully in 2015 Quarter-End Insights Jaime M. Katz, CFA 03/31/15
Financial Services: Bank Worries Are Overdone Quarter-End Insights Erin Davis 03/31/15
Stock Market Outlook: Proceed With Caution Quarter-End Insights Matthew Coffina, CFA 03/30/15
Credit Market Outlook: Demand Rises for Higher-Yielding U.S. Dollar-Denominated Debt Quarter-End Insights Dave Sekera, CFA 03/30/15
Economic Outlook: More Slow Growth but Labor Scarcity Quarter-End Insights Robert Johnson, CFA 03/30/15
Our Take on the Fourth Quarter Quarter-End Insights Jeremy Glaser 01/01/15
Health Care: A Strong Run, but Some Stocks Still Look Undervalued Quarter-End Insights Damien Conover, CFA 12/31/14
Industrials: Macroeconomic Tailwinds Lift Market Valuations Quarter-End Insights Matthew Young, CFA 12/31/14
REITs: Tread Carefully in This Low Interest Rate Environment Quarter-End Insights Todd Lukasik, CFA 12/31/14
Tech and Communication Services: Gravitate Toward the Moats Quarter-End Insights Peter Wahlstrom, CFA 12/31/14
Utilities: Repeating a Stellar 2014 Performance Will Be Tough Quarter-End Insights Travis Miller 12/31/14
Basic Materials: Iron Prices Swoon on Weaker China--Copper Is Next Quarter-End Insights Jeffrey Stafford, CFA 12/30/14
Consumer Cyclical: 4 New Realities for Retailers Quarter-End Insights R.J. Hottovy, CFA 12/30/14
Energy: Oil Price Collapse Takes Center Stage Quarter-End Insights Jason Stevens 12/30/14
Financial Services: Bargains Still Hard to Find Quarter-End Insights Stephen Ellis 12/30/14
Consumer Defensive: Only a Handful of Values Left Quarter-End Insights Adam Fleck, CFA 12/30/14
Economic Outlook: Stop Watching the Fed, Start Following the Consumer Quarter-End Insights Robert Johnson, CFA 12/29/14
Stock Market Outlook: Volatility Creates Pockets of Opportunity Quarter-End Insights Matthew Coffina, CFA 12/29/14
Credit Market Outlook: Tailwind From Declining Interest Rates Has Likely Run Its Course Quarter-End Insights Dave Sekera, CFA 12/29/14
Our Take on the Third Quarter Quarter-End Insights Jeremy Glaser 10/01/14
Health Care: Some Healthy Bargains Still Remain Quarter-End Insights Damien Conover, CFA 10/01/14
Still Some Opportunities in REITs Quarter-End Insights Todd Lukasik, CFA 10/01/14
Tech & Telecom: Big Data Takes Many Forms, so Choose Wisely Quarter-End Insights Peter Wahlstrom, CFA 10/01/14
Utilities: Roller-Coaster Ride Continues, but Fundamentals Are Strong Quarter-End Insights Travis Miller 10/01/14
Industrials: Pockets of Value in Automotive Quarter-End Insights Keith Schoonmaker, CFA 10/01/14
Basic Materials: A Real Estate Cloud Over China--and Many Commodities Quarter-End Insights Jeffrey Stafford, CFA 09/30/14
Consumer Cyclical Picks for a Slower-Growth World Quarter-End Insights R.J. Hottovy, CFA 09/30/14