Yearly Archives: 2010

Market barometer continues to indicate a Strong US equity market. Future Growth is the dominant strategy domestically and internationally. Active equity has significantly outperformed passive equity both domestically and internationally. US active equity outperformed the index by 5.5% over the last year and international active … Continue reading

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It has been a tough few years for stock-picking mutual fund managers trying to beat the market—but that’s beginning to change. Stocks’ lockstep behavior has been breaking down in recent months, which means active managers should have more opportunity to … Continue reading

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Overall market conditions improved for equities with a Strong reading from our Market Barometer. Active Equity continues to outperform the index. Future Growth continues to be the strongest 1 year strategy with 21.9% domestic and 18.9% international returns. Risk strategy … Continue reading

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Following three decades of increasing investor focus on capital gains as the primary source of equity returns, many portfolios today reflect diminished exposure to dividend-paying stocks. However, against the current backdrop of slow U.S. economic growth, record amounts of cash … Continue reading

Posted in Active Equity Exchange | Tagged ,

Many mutual fund managers will talk about the exciting growth potential of their holdings.  But when you own a basket of 100 or more stocks, even the biggest winners may not make much of an impact. Link to Article

Posted in Active Equity Exchange | Tagged , ,