1. Looking For Love In All The Right Places: Using Heat Maps To Generate Alpha Signals
(Matching tags: style classification,investing,stocks,investor behavior)

Momentum investing works, and it works best in an opportunity-rich environment. You just need to know where to look.

2. Good Start To 2013 As Domestic Stocks Earn 11% In First Quarter Performance
(Matching tags: stocks,international equities,US investing,style classification)

2013 stock markets started like 2012 stock markets – with a bang. U.S. stock markets kicked off 2013 with a very good 10.7% return. Also like 2012’s first quarter, foreign markets didn’t ...

3. Economic Outlook: Investors Keep Calm and Carry On
(Matching tags: Economic Outlook,economic indicators,economy,markets,stocks,bonds)

The Portfolio Strategies Group of SEI has released its first-quarter 2013 Economic Outlook. Some of the highlights are:

4. Equity Indexes Reach Five-Year High On Renewed M&A Activity And Improved Sentiment In Germany
(Matching tags: markets,stocks,S&P)

US equities finally reached new five-year highs as investor optimism grew from the recent merger and acquisition activity and increased investor confidence in Germany.   The S&P 500 index ...

5. Strong Momentum and Elevated Sentiment
(Matching tags: S&P,stocks,Economic Outlook)

SEI Commentary By James R. Solloway, CFA, Portfolio Strategies Group, SEI Stock markets started 2013 with a bang, which could bode well for full-year returns. We are cautious at the moment, ...

6. Rogers Joins Gross In Warning About Treasury Market Decline
(Matching tags: bonds,Treasury bonds,stocks)

The largest loss in Treasuries in almost a year occurred in January. PIMCO’s Bill Gross has been warning that the rout in the Treasury market is not over.   Now renowned investor Jim Rogers ...

7. Low-Beta Stock Peformance Outshines High-Beta Cousins Over 5, 10, And 20-Year Periods Based Both On Academic Research And Actual Market Returns
(Matching tags: correlation,investment strategies,stocks)

Low beta stocks are considered to also be low risk and low return. Surprisingly, their performance has outpaced their higher beta cousins—over decades.   Empirical evidence from the work ...

8. Last Research Magazine Article Review: Why Retail Investors Are Leaving The Equities Markets
(Matching tags: client education,markets,stocks)

It’s February 1 and the last day to include an overview of a story in Research Magazine’s February issue as highlighted by Advisor One. Today’s article is on why middle class investors ...

9. 2013 May Be The Year Individuals Come Back To Equity Markets; They Need Education About Risks In Both Equities And Erosion Of Bond Principal Value
(Matching tags: Advisor businesses,investor behavior,stocks)

The economy is improving, the worst of the fiscal cliff has been avoided, and returns on fixed-income investments is historically low.   That’s why growth-hungry individual investors ...

10. Markets Just Have To Muddle Through Debt-Ceiling Negotiations, Then Are Likely To Go Up
(Matching tags: Congress,markets,stocks)

Three renowned market strategies said the markets have already factored in the impact of the debt ceiling.   Liz Ann Sonders of Charles Schwab, Jeff Rosenberg of BlackRock, and Milton Ezrati ...

11. Actively Managed Stock ETFs May Be Able To Do Something Their Mutual Fund Counterparts Rarely Can: Outperform The Benchmarks
(Matching tags: active management,ETFs,stocks)

The popularity of actively managed stock funds waned during 2012 as investors sought shelter in bond mutual funds but the advent of actively managed equity exchange-traded funds (ETF)s could steer the ...

12. Hedge Fund Leverage Is At Its Highest Level Since 2004, Indicating Investor Confidence In Equity Markets
(Matching tags: hedge funds,stocks,investor behavior)

Leverage in hedge funds is at its highest level since 2004. Loans on the NYSE are also at their highest levels in four years.   Both are signs of increased confidence in the markets as investors ...

13. BATS Admits Glitches In Its Trading System That Go Back To October 24, 2008
(Matching tags: investing,markets,stocks)

BATS Global Markets Inc. stated on January 9 that glitches in its system over the last four years may have been responsible for price executions that resulted in securities violations in hundreds of ...

14. Morgan Stanley Identifies Five Disruptive Forces That Will Accelerate E-Commerce Dominance Over The Next Four Years
(Matching tags: stocks,Economic Outlook,Morgan Stanley)

Analysts at Morgan Stanley have identified five disruptive forces that will instigate an e-commerce revolution, changing the way we think about and should measure retail sales data.   The e-commerce ...

15. Berkshire Hathaway Turns In Better Performance Than S&P 500 For 2012
(Matching tags: investment strategies,stocks,S&P)

The performance of Warren Buffett’s Berkshire Hathaway beat the performance of the S&P 500 in a year when Buffett made no major acquisitions.   The success was attributed to Buffett’s ...

16. Economic Damage From Failed Fiscal Cliff Negotiations May Have Arleady Been Done; Analysts Say Markets Have Given Lawmakers Until Inauguration Day To Strike A Deal
(Matching tags: Congress,markets,stocks)

The fiscal cliff standoff is mirroring the debt ceiling standoff of 2011. The last minute save for the debt ceiling came too late to prevent a downgrade on US debt by major credit ratings agencies.   ...

17. Birinyi Says Equities Are In Bull Market Similar To 1982 And 2013 Will Not See It End
(Matching tags: economy,markets,stocks)

Laszlo Birinyi is bullish on 2013. The president of Birinyi Associates Inc. says that individual investors will finally give up their fears of the market and push the S&P 500 to record levels.   ...

18. Competition Between The Four Internet Giants Will Intensify During 2013 As Each Begins To Cross Each Other's Turf
(Matching tags: technology,markets,stocks)

Four internet giants have been crossing each other’s turf for years. In 2013, Apple, Amazon, Google, and Facebook will be sparring between two fronts: software and hardware.

19. Investor Fears Have Caused Them To Leave Over $200 Billion On The Table As The Equity Markets Have Rallied Higher Over The Past Four Years
(Matching tags: markets,stocks,S&P)

Investors in the US have left over $200 billion on the table over the past four years as the stock market defied the economic fears that kept them from investing after one of the most devastating bear ...

20. For Clients Who Want To Get In On The Technology Sector, Here Are Four Ways To Guard Against High Startup Risks
(Matching tags: investment strategies,technology,stocks)

The technology sector has been a strong area of the market and your clients may be asking you how they can get in on technology startups.   When new companies are going sky high, it’s ...