Style Class Focus Five

High yield market fundamentals look strong, which has driven high yield returns this year

Mon, 07 May 2012 00:00:00 -0400

Brian Nold, senior portfolio manager at Seix Investment Advisors, discusses the recent performance of the high yield markets and provides his outlook for the style class.

Deakins sees opportunities in the Eurozone and beyond despite continuing negative headlines

Thu, 12 Apr 2012 00:00:00 -0400

Chad Deakins, President and CIO of Certium Asset Management, discusses the macro issues in Europe and China, and talks about how currency is affecting valuations.

The Muni Market has led the way and StableRiver's outlook is still strong

Mon, 12 Mar 2012 00:00:00 -0400

Ron Schwartz, Head of Tax-Exempt Investing at StableRiver Capital Management, discusses the impressive performance of munis over the past year and provides his outlook.

Recent Actions by the Fed and President Obama and the recent European Debt Crisis are concerning, though not overly so

Wed, 08 Feb 2012 00:00:00 -0500

Rick Nelson, CEO and CIO of StableRiver Capital Management, discusses the impact of recent events on the market for short-duration fixed income.

Although Growth continues to lead Value in performance, volatility has held back flows to Growth

Thu, 08 Dec 2011 00:00:00 -0500

Michael Sansoterra, senior portfolio manager with Silvant Capital Management, discusses the continued outperformance of growth, investor sentiment and the attractive valuations of equities.

High yield markets have been volatile, but the implied forward default rate is higher than past recessionary environments

Tue, 08 Nov 2011 00:00:00 -0500

Brian Nold, senior portfolio manager at Seix Investment Advisors, discusses the third quarter volatility and October bounce back. He also talks about the opportunity he sees in the high yield market due to the market's forecasted level of defaults.

Asset allocation - much more than domestic stocks, bonds and cash

Thu, 06 Oct 2011 00:00:00 -0400

Alan Gayle, Senior Investment Strategist and Director of Asset Allocation for RidgeWorth Investments, shares how the practice of asset allocation has evolved over the years and reviews RidgeWorth's approach to asset allocation.

Europe remains in a difficult spot, but emerging markets could reaccelerate the global economy

Thu, 08 Sep 2011 00:00:00 -0400

Chad Deakins, President and CIO of Certium Asset Management, discusses the issues in Europe and things emerging markets could do to potentially reaccelerate the global economy.

SPECIAL EDITION Why use floating rate funds when rates aren't rising soon?

Thu, 18 Aug 2011 00:00:00 -0400

George Goudelias, senior portfolio manager at Seix Investment Advisors, discusses recent flows into and out of floating rate funds, the Feds decision to hold rates steady until 2013 and the current benefits of floating rate funds.

Outlook for high-quality munis is stable, despite headlines

Fri, 05 Aug 2011 00:00:00 -0400

Ron Schwartz, Head of Tax-Exempt Investing at StableRiver Capital Management, discusses the slow start for munis in 2011 and the strong performance in the second quarter. He also talks about how a U.S. downgrade could impact the muni market.

Why you should consider short-duration for your portfolio.

Wed, 13 Jul 2011 00:00:00 -0400

Rick Nelson, CEO and CIO of StableRiver Capital Management, discusses the short duration fixed income market, including how a manager could add value and why now might be a good time to add short duration to a portfolio.

SPECIAL EDITION LIBOR Floors for Bank Loans - Are they a good thing?

Wed, 22 Jun 2011 00:00:00 -0400

George Goudelias, senior portfolio manager at Seix Investment Advisors, explains what LIBOR floors are and talks about the pros and cons of having a floor for bank loans.

Bank loan supply is keeping up with flows and fundamentals remain strong

Wed, 08 Jun 2011 00:00:00 -0400

George Goudelias, senior portfolio manager at Seix Investment Advisors, discusses the steady flows to the bank loan category and the current fundamentals of the market.

International equities may be a good way to stay ahead of inflation

Wed, 11 May 2011 00:00:00 -0400

Chad Deakins, President and CIO of Certium Asset Management, discusses why he believes international equities may be one of the better options to hedge against inflation and provides an outlook.

Growth has quietly taken the lead from Value

Fri, 08 Apr 2011 00:00:00 -0400

Michael Sansoterra, senior portfolio manager with Silvant Capital Management, discusses the environment for growth investing, and how the different types of growth have been performing.

High yield continues its strong performance

Mon, 07 Mar 2011 00:00:00 -0500

Brian Nold, senior portfolio manager at Seix Investment Advisors, discusses which sectors of the high yield market have performed the best and provides his outlook for 2011.

Bank loan flows start the year strong

Tue, 08 Feb 2011 00:00:00 -0500

George Goudelias, senior portfolio manager at Seix Investment Advisors, discusses the bank loan market and provides his outlook for 2011.

Perfect storm for Munis in November 2010

Mon, 29 Nov 2010 00:00:00 -0500

Ron Schwartz, director of tax-exempt portfolio management for StableRiver Capital Management, discusses the factors that led to an extremely volatile November for the municipal market.