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2007 Q4 Equity Funds Review

Published on 31 Dec 2007, by Tom Roseen
No Santa Claus rally was evident at the end of 2007. Despite consumers’ stepping up to the cash register and continuing to overstretch their mounting credit-card debt during the holiday season, recessionary worries, fresh geopolitical woes, and liquidity concerns pushed equity fund returns down for the quarter ended December 31, 2007. Equity funds posted their worst quarterly returns since second quarter 2006, declining 2.76%.

2007 Q4 Fixed Income Funds Review

Published on 31 Dec 2007, by Jeff Tjornehoj
As 2007 wound down it was increasingly clear that strains the credit markets would not find relief anytime soon. The subprime mortgage mess, which gave way to weakened housing conditions (although that begs for a “chicken or the egg” comparison) played a large part in the Fed’s decision to cut the Fed Funds rate a full one percentage point in three months to 4.25%

Special Topic: 2007 Q4 Earnings Outlook

Published on 31 Dec 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2007 Q3 Equity Funds Review

Published on 30 Sep 2007, by Tom Roseen
Despite the rise in volatility, equity mutual funds’ third quarter returns were a pleasant surprise. Equity funds finished on a positive note, with the group posting its strongest monthly return (+4.34%) in September since January 2006.

2007 Q3 Fixed Income Funds Review

Published on 30 Sep 2007, by Jeff Tjornehoj
The headline news in Q3 was undoubtedly the FOMC’s decision to cut the fed funds rate 50 basis points to 4.75%. Throughout the quarter, traders and economists pointed to any number of statistics as evidence of a looming credit crunch and softening in the nation’s economy.

Special Topic: 2007 Q3 Earnings Outlook

Published on 30 Sep 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2007 Q2 Equity Funds Review

Published on 30 Jun 2007, by Tom Roseen
Equity fund investors see fireworks in second quarter, but June returns disappoint. After many of the broad-based indices reached new highs on June 1, equity funds fizzled as interest rates rocketed skyward over concerns of increased domestic and global inflation.

2007 Q2 Fixed Income Funds Review

Published on 30 Jun 2007, by Jeff Tjornehoj
Bond funds short on expectations. The economy emerged from its first quarter torpor, not with great vigor, but with enough effort to confound the skeptics.

Special Topic: 2007 Q2 Earnings Outlook

Published on 30 Jun 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2007 Q1 Equity Funds Review

Published on 31 Mar 2007, by Tom Roseen
Despite the mini-meltdown, over 90% of all equity funds post positive returns for the first quarter. Coming off one of the strongest quarterly performance periods we have seen in two years, it was not surprising to see the markets take a breather during first quarter 2007.

2007 Q1 Fixed Income Funds Review

Published on 31 Mar 2007, by Jeff Tjornehoj
The first quarter of 2007 is in the books, and bond fund investors have every reason to call this one a success. In fact, all of Lipper’s fixed income classifications posted positive returns as all but 16 funds (including share classes) gained ground.

Special Topic: 2007 Q1 Earnings Outlook

Published on 31 Mar 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2006 Q4 Equity Funds Review

Published on 31 Dec 2006, by Tom Roseen
Equity funds post best returns in three years. Almost 99% of all equity funds posted positive returns in the fourth quarter; the average equity fund was up 15.47% for the year.

2006 Q4 Fixed Income Funds Review

Published on 31 Dec 2006, by Jeff Tjornehoj
Tough times for TIPS, respectable returns the rule. The major themes in the quarter remained intact from previous sessions: future Fed actions, housing, and oil prices

Special Topic: 2007 Earnings Outlook

Published on 31 Dec 2006, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2006 Q3 Equity Funds Review

Published on 30 Sep 2006, by Tom Roseen
Despite a dismal start, equity funds finish quarter strong. While third quarters have been plagued historically by lackluster performance and summer doldrums, this year the third quarter was a memorable one. After getting off to a rocky start in July, both August and September put grins on many investors’ faces.

2006 Q3 Fixed Income Funds Review

Published on 30 Sep 2006, by Jeff Tjornehoj
Bond funds cheer their best quarter in years. Twelve of the 22 domestic taxable bond fund classifications had a third quarter return that met or exceeded their year-to-date performance, meaning that in three months’ time they erased a half-year’s negative return.

Special Topic: 2006 Q3 Earnings Outlook

Published on 30 Sep 2006, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.
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