Viewpoints http://wealthmanagement.com/taxonomy/term/41902/more en Falling Gas Prices Fuel Holiday Cheer http://wealthmanagement.com/viewpoints/falling-gas-prices-fuel-holiday-cheer <div class="field-deck"> Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015. </div> <div class="node-body article-body">VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/falling-gas-prices-fuel-holiday-cheer" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/falling-gas-prices-fuel-holiday-cheer#comments Guggenheim Partners Strategies Viewpoints Investment Fri, 21 Nov 2014 19:47:00 +0000 713381 at http://wealthmanagement.com JVisentin/iStock/Thinkstock The End of Oil… and Other Things http://wealthmanagement.com/viewpoints/end-oil-and-other-things <div class="field-deck"> Unlike other goods, the price formation of oil will be determined not only by supply and demand, but also in part by geopolitical considerations, and, more importantly, active price management. </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Unlike other goods, the price formation of oil will be determined not only by supply and demand, but also in part by geopolitical considerations, and, more importantly, active price management.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/end-oil-and-other-things" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/end-oil-and-other-things#comments Strategies Viewpoints Investment Thu, 20 Nov 2014 18:20:00 +0000 712011 at http://wealthmanagement.com hanhanpeggy/iStock/Thinkstock The Week that Was: Newton's First Law http://wealthmanagement.com/viewpoints/week-was-newtons-first-law <div class="field-deck"> U.S. rates are beginning to look like a body at rest. Rates have been contained within very narrow trading ranges, roughly 10 basis points, over the last three weeks. </div> <div class="node-body article-body">VIEWPOINTS; Sean Fallon, CFA, Senior VP, Stephens; U.S. rates are beginning to look like a body at rest. Rates have been contained within very narrow trading ranges, roughly 10 basis points, over the last three weeks.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/week-was-newtons-first-law" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/week-was-newtons-first-law#comments Strategies Viewpoints Investment Mon, 17 Nov 2014 15:49:00 +0000 708621 at http://wealthmanagement.com Emerge http://wealthmanagement.com/viewpoints/emerge <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Emerging markets (EM) have fallen out of favor; long forgotten is the exciting heyday of BRIC investing, and tales of who would be the world's next superpower.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/emerge" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/emerge#comments Viewpoints Equities Fri, 14 Nov 2014 14:40:00 +0000 706651 at http://wealthmanagement.com Deflation Nation Turns Global; A Difficult Investment Thesis Revealed http://wealthmanagement.com/viewpoints/deflation-nation-turns-global-difficult-investment-thesis-revealed <div class="node-body article-body">It is very hard for most people to realize that the world has been – and still is – dealing with a global disinflationary wave. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/deflation-nation-turns-global-difficult-investment-thesis-revealed" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/deflation-nation-turns-global-difficult-investment-thesis-revealed#comments Viewpoints Thu, 13 Nov 2014 15:31:00 +0000 705621 at http://wealthmanagement.com <p>According to Alan Greenspan,&nbsp;the months and years after the Fed stops QE will be very painful for the U.S. economy.</p> Copyright Spencer Platt, Getty Images 'Risk On' for Now http://wealthmanagement.com/viewpoints/risk-now <div class="field-deck"> U.S. high-yield bonds, leveraged credit, and equities will likely outperform in the coming months, but there are obstacles ahead. </div> <div class="node-body article-body">VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; U.S. high-yield bonds, leveraged credit, and equities will likely outperform in the coming months, but there are obstacles ahead. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/risk-now" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/risk-now#comments Guggenheim Partners Strategies Viewpoints Investment Tue, 11 Nov 2014 15:49:00 +0000 703251 at http://wealthmanagement.com Ingram Publishing/Model Released/Thinkstock <p>Scott Minerd, Global Chief Investment Officer, Guggenheim Partners</p> The Week that Was: GOP Sweep http://wealthmanagement.com/viewpoints/week-was-gop-sweep <div class="field-deck"> The big question tied to last week’s election results is “Will history repeat itself?” Most likely it will not. </div> <div class="node-body article-body">VIEWPOINTS; Sean Fallon, CFA, Senior VP, Stephens; The big question tied to last week’s election results is “Will history repeat itself?” Most likely it will not.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/week-was-gop-sweep" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/week-was-gop-sweep#comments Strategies Viewpoints Investment Mon, 10 Nov 2014 15:19:00 +0000 702761 at http://wealthmanagement.com Sugar Rush Intermission http://wealthmanagement.com/viewpoints/sugar-rush-intermission <div class="field-deck"> Just as a piece of candy can bring a comforting sugar rush to a tired child, immediate benefits will soon turn sour. </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Just as a piece of candy can bring a comforting sugar rush to a tired child, immediate benefits will soon turn sour.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/sugar-rush-intermission" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/sugar-rush-intermission#comments Strategies Viewpoints Investment Thu, 06 Nov 2014 16:13:00 +0000 699531 at http://wealthmanagement.com yavuzsariyildiz/iStock/Thinkstock Bob Doll: What Do Election Results Mean for Investors? http://wealthmanagement.com/viewpoints/bob-doll-what-do-election-results-mean-investors <div class="field-deck"> Now that the Republicans control Congress, the expectation is that they will want to use this opportunity to demonstrate to the American people that they can govern effectively. </div> <div class="node-body article-body">VIEWPOINTS: Robert Doll, Chief Equity Strategist and Senior Portfolio Manager, Nuveen Asset Management; Now that the Republicans control Congress, the expectation is that they will want to use this opportunity to demonstrate to the American people that they can govern effectively.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/bob-doll-what-do-election-results-mean-investors" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/bob-doll-what-do-election-results-mean-investors#comments Industry Strategies Viewpoints Investment Wed, 05 Nov 2014 15:40:00 +0000 698301 at http://wealthmanagement.com Justin Sullivan/Getty Images Europe Must Act Now http://wealthmanagement.com/viewpoints/europe-must-act-now <div class="field-deck"> Things in Europe are bad and policymakers appear already to have fallen behind the curve. The reality is the ECB will need to purchase at least another €1.5 trillion in assets, and even that may not be enough to avert a severe slowdown. </div> <div class="node-body article-body">VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The depreciation of the euro, while welcome, will not be enough to lift the economy out of the doldrums and more must be done both in terms of monetary policy and fiscal reforms.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/europe-must-act-now" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/europe-must-act-now#comments Strategies Viewpoints Investment Thu, 30 Oct 2014 18:39:00 +0000 694871 at http://wealthmanagement.com MarianVejcik/iStock/Thinkstock