Posts tagged as:
Historically, no portfolio was complete without a material allocation to real estate. Consistently high real returns and low correlations to stocks and bonds made it easy to overlook the out-of-whack fundamentals that ultimately led to an unprecedented collapse. But when real estate markets got a reality check in late 2008, many investors swore off the asset class for good. Or so they thought. [click to continue…]
{ Comments on this entry are closed }
Investors returned from a long holiday weekend with a lot more than leftovers to digest. The crisis in Dubai continued to evolve, with uncertainty over the UAE’s ultimate involvement in Dubai the latest cause for concern. Meanwhile, India surprised investors by reporting GDP growth of nearly 8% for the year, likely setting the stage for interest rate hikes early next year. Back in the U.S., all eyes were focused on online retailers as “Cyber Monday” marked another start to the holiday shopping season. [click to continue…]
{ Comments on this entry are closed }
Allstate Corp., the largest publicly-traded insurer of homes and automobiles in the U.S., announced this week that it is making some major shifts in its investment portfolio that now exceeds $100 billion. The Northbrook, Illinois-based company announced that it is reducing its exposure to commercial real estate and municipal bonds in favor of corporate debt.
{ Comments on this entry are closed }
Once considered a vital “return enhancer” in almost every portfolio, real estate as an asset class has fallen out of favor with investors following its spectacular collapse during (and role in causing) the recent global economic downturn. Real estate was historically embraced because of its potential for delivering excess returns in bull property markets and [...]
{ Comments on this entry are closed }
Inching towards the Thanksgiving holiday, a more bullish outlook from Fed officials and another rise in home prices was more than offset by news that U.S. GDP growth had been revised lower. Most major benchmarks finished the day down slightly, led by a retreat in many Japanese indexes to four-month lows.
{ Comments on this entry are closed }
Signs of weakness in the impressive equity market rally began to show on Wednesday, as housing starts unexpectedly plummeted and concerns about earnings from the technology sector began to pop up. Most major benchmarks lost ground for the session, as did the ETFdb 60 Index, which shed 2.28 points to close at 1,024.96. Losers outnumbered [...]
{ Comments on this entry are closed }
The fundamentals-defying market rally took a brief pause on Tuesday, with most major benchmarks finishing slightly up as investors kept an eye on China’s stubborn stance towards the yuan and digested strong results from several retailers. The ETFdb 60 Index, a benchmark measuring the performance of investable assets available through exchange-traded products, lost 0.28 points [...]
{ Comments on this entry are closed }
Veterans Day on Wall Street featured an abundance of takeover news, with Motorola putting one of its major units up for sale and H-P announcing that it is planning to acquire 3Com for $2.7 billion. The Dow extended its winning streak to six days, reaching a new 2009 high. The ETFdb 60 Index gained 4.34 [...]
{ Comments on this entry are closed }
The bulls continued to dominate the bears Monday on Wall Street, as the Dow Jones Industrial Average reached a new 2009 high. Reports of an uptick in M&A activity outweighed news of continued job cuts at Sprint, sending stocks soaring to start off the week. But it wasn’t just stocks that jumped on Monday, as [...]
{ Comments on this entry are closed }
A week that saw the Dow cross the 10,000 mark for the first time in a year ended with the blue chip index just shy of the psychologically important level. Most securities finished Friday in the red, as the ETFdb 60 Index, a benchmark designed to measure the performance of the universe of investable assets [...]
{ Comments on this entry are closed }
In recent months, the U.S. housing market has shown signs of life, with several major metropolitan areas eking out small month-over-month gains. While home prices remain well below year-ago levels, there are at least signs that the worst has passed, and a modest recovery is now underway.
{ Comments on this entry are closed }
To paraphrase Vanguard Group founder Jack Bogle, we now know what many have suspected for a long time: indexing has changed the world of investing. Withall of the developments in the indexing world, and in particular the ETF industry, it is easy to get caught up in the excitement, focusing exclusively on the positive developments [...]
{ Comments on this entry are closed }
Copyright © 2009–2010 Carolean Capital Partners LLC.
All rights reserved. Financial data provided by
.
