Saturday, May 24, 2014

Fw: Portfolio Manager Insights

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From: Financial Advisor Magazine <financialadvisor@fa-mag.com>
Sender: Financial Advisor Magazine <financialadvisor@fa-mag.ccsend.com>
Date: Sat, 24 May 2014 10:07:16 -0400 (EDT)
To: <mainandwall@gmail.com>
ReplyTo: financialadvisor@fa-mag.com
Subject: Portfolio Manager Insights

Insights   
Mike Boyle, SVP, Asset Management - AAM
If one looks at equity returns so far in 2014 compared to 2013, it is clear the "Polar Vortex" hasn't only been affecting the weather.
Peter A. Langerman, Chairman, President and CEO - Franklin Templeton's Mutual Series
The current market calls for a balanced approach, not throwing all your chips down at once and buying every high flier out there, says Peter A. Langerman, CEO of Franklin Templeton's Mutual Series.
Jeffrey Kleintop, Chief Market Strategist and EVP - LPL Financial
The price trends for thoroughbred racehorses are a good indicator of the strength of the economy, says Jeffrey Kleintop, LPL Financial's chief market strategist.
Anthony Valeri, SVP and Market Strategist - LPL Financial
The animal spirits of business leaders and investors may be re-emerging, resulting in more investment that may herald better growth.
Nathan Rowader, Registered Representative of ALPS Distributors Inc.
Investors who are shunning emerging markets are missing an opportunity to get EM exposure at historically low valuations, says Forward's director of investments.
Kenneth A. Kim, Chief Financial Strategist - Eqis
When the markets suddenly tank, suddenly it's your fault. Your clients might even try to sue you.
Although emerging markets local debt has corrected sharply, these two managers see encouraging and important signs for investors seeking strategic exposures to the secular EM growth story.

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