Mutual Funds Archive

  • US Stocks Are Oversold

    Blackrock: Despite Recent Darkness, Long-Term Picture Brighter for Equities

    US Stocks Are Oversold

    Continue Reading...

  • We view the current period of weakness as a potential buying opportunity

    Weekly Investment Commentary by Bob Dole

    We view the current period of weakness as a potential buying opportunity

    Continue Reading...

  • Stock picking has become an exercise in futility, says some analysts, but recent research suggests otherwise. It’s no secret that since the subprime crisis, the stock market has experienced some dramatic ups and downs. During these roller-coaster rides, stocks moved largely in lockstep regardless of their fundamental attractiveness.

    IS STOCK PICKING A DYING ART?

    Stock picking has become an exercise in futility, says some analysts, but recent research suggests otherwise. It’s no secret that since the subprime crisis, the stock market has experienced some dramatic ups and downs. During these roller-coaster rides, stocks moved largely in lockstep regardless of their fundamental attractiveness.

    Continue Reading...

  • Charles Lahr 
• Taking advantage of this value premium requires investors to fight their own instincts. 
• Even when the long-term value of a stock remains compelling, fear urges investors to sell. 
• Our outlook for value remains positive: behaviors that drive the value premium haven’t changed.

    Value Investing: Human Nature and the Last Great Anomaly by Charles Lahr

    Charles Lahr • Taking advantage of this value premium requires investors to fight their own instincts. • Even when the long-term value of a stock remains compelling, fear urges investors to sell. • Our outlook for value remains positive: behaviors that drive the value premium haven’t changed.

    Continue Reading...

  • Views From BlackRock
March 2011
On Friday, March 11, 2011, a powerful 9.0-magnitude earthquake struck the island nation of Japan, unleashing a devastating tsunami that caused massive and still untold destruction. Since these events, senior investors throughout BlackRock have gathered to share views and offer some perspective for clients. Following is commentary as of 4:15 p.m. EDT March 16, 2011, from Bob Doll, Senior Managing Director and Chief Equity Strategist for Fundamental Equities; Ben Moyer, Managing Director and Senior Fund Analyst with BlackRock's Global Allocation team; and Eric Pellicciaro, Managing Director and head of Global Rates Investments within BlackRock Fundamental Fixed Income.

    Market Implications of the Earthquake in Japan by BlackRock

    Views From BlackRock March 2011 On Friday, March 11, 2011, a powerful 9.0-magnitude earthquake struck the island nation of Japan, unleashing a devastating tsunami that caused massive and still untold destruction. Since these events, senior investors throughout BlackRock have gathered to share views and offer some perspective for clients. Following is commentary as of 4:15 p.m. EDT March 16, 2011, from Bob Doll, Senior Managing Director and Chief Equity Strategist for Fundamental Equities; Ben Moyer, Managing Director and Senior Fund Analyst with BlackRock's Global Allocation team; and Eric Pellicciaro, Managing Director and head of Global Rates Investments within BlackRock Fundamental Fixed Income.

    Continue Reading...

  • Jim Farley, CPC, QPA, Director of Retirement Research Center, joined Lord Abbett in 1995. In early 2005, he was named Director of the Retirement Research Center. Prior to joining Lord Abbett, Mr. Farley was a sales associate and pension specialist at a Mass Mutual Life branch office in New York City. He is recognized by the American Society of Pension Actuaries as a Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA). He received his BA in English from St. John’s University in New York.

    Social Security: Retirement Benefits

    Jim Farley, CPC, QPA, Director of Retirement Research Center, joined Lord Abbett in 1995. In early 2005, he was named Director of the Retirement Research Center. Prior to joining Lord Abbett, Mr. Farley was a sales associate and pension specialist at a Mass Mutual Life branch office in New York City. He is recognized by the American Society of Pension Actuaries as a Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA). He received his BA in English from St. John’s University in New York.

    Continue Reading...

  • Point of View with Jeff Lindsey

Jeffrey R. Lindsey, CFA, is a Managing Director and head of BlackRock’s Fundamental Large Cap Growth equity team. He is co-portfolio manager, along with Ed Dowd, of the BlackRock Capital Appreciation Fund and BlackRock Focus Growth Fund. Mr. Lindsey’s service with the firm dates back to 2002, including his years with State Street Research & Management (SSRM), which merged with BlackRock in 2005. Mr. Lindsey joined SSRM in 2002 and was promoted to Chief Investment Officer–Growth in 2003. He was responsible for the firm’s large cap growth portfolios. Mr. Lindsey earned a bachelor’s degree in commerce from the University of Virginia and an MBA from Emory University.

    More Room for Growth: Opportunities in US Equities

    Point of View with Jeff Lindsey Jeffrey R. Lindsey, CFA, is a Managing Director and head of BlackRock’s Fundamental Large Cap Growth equity team. He is co-portfolio manager, along with Ed Dowd, of the BlackRock Capital Appreciation Fund and BlackRock Focus Growth Fund. Mr. Lindsey’s service with the firm dates back to 2002, including his years with State Street Research & Management (SSRM), which merged with BlackRock in 2005. Mr. Lindsey joined SSRM in 2002 and was promoted to Chief Investment Officer–Growth in 2003. He was responsible for the firm’s large cap growth portfolios. Mr. Lindsey earned a bachelor’s degree in commerce from the University of Virginia and an MBA from Emory University.

    Continue Reading...

  • Point of View with Peter Fisher

Peter Fisher, Senior Managing Director, is head of BlackRock’s Fixed Income Portfolio Management globally and is a member of BlackRock’s Global Operating Committee. Prior to joining BlackRock, he served as Under Secretary of the U.S. Treasury for Domestic Finance, and prior to that spent 15 years at the Federal Reserve Bank of New York. Mr. Fisher currently also serves as a non-executive director of the Financial Services Authority of the United Kingdom and is a member of the Strategic Advisory Committee at Agence France Trésor.

    Two Fixed Income Strategies for the New Environment

    Point of View with Peter Fisher Peter Fisher, Senior Managing Director, is head of BlackRock’s Fixed Income Portfolio Management globally and is a member of BlackRock’s Global Operating Committee. Prior to joining BlackRock, he served as Under Secretary of the U.S. Treasury for Domestic Finance, and prior to that spent 15 years at the Federal Reserve Bank of New York. Mr. Fisher currently also serves as a non-executive director of the Financial Services Authority of the United Kingdom and is a member of the Strategic Advisory Committee at Agence France Trésor.

    Continue Reading...

  • The Federal Reserve's latest round of stress tests is expected to give healthy banks a green light to increase dividends and help determine to what extent banks can resume share repurchase programs.

    New Bank Stress Tests: Will the Fed Permit Increase in Dividend Payments?

    The Federal Reserve's latest round of stress tests is expected to give healthy banks a green light to increase dividends and help determine to what extent banks can resume share repurchase programs.

    Continue Reading...

  • Milton Ezrati, Lord Abbett Partner and Senior Economist and Market Strategist, has been widely published in a wide variety of magazines, scholarly journals, and newspapers, including The New York Times, Financial Times, The Wall Street Journal, The Christian Science Monitor, and Foreign Affairs, on a broad spectrum of investment management topics. Prior to joining Lord Abbett, Mr. Ezrati was Senior Vice President and head of investing in the Americas for Nomura Asset Management, where he helped direct investment strategies for both equity and fixed-income investment management.

    Misplaced Municipal Fears by Milton Ezrati

    Milton Ezrati, Lord Abbett Partner and Senior Economist and Market Strategist, has been widely published in a wide variety of magazines, scholarly journals, and newspapers, including The New York Times, Financial Times, The Wall Street Journal, The Christian Science Monitor, and Foreign Affairs, on a broad spectrum of investment management topics. Prior to joining Lord Abbett, Mr. Ezrati was Senior Vice President and head of investing in the Americas for Nomura Asset Management, where he helped direct investment strategies for both equity and fixed-income investment management.

    Continue Reading...