Category Archives: Research

The End of the Bond Bull: LSA’s May Bond Report

Posted on June 6, 2013 by LSAConnect

The biggest monthly loss in fixed-income securities since 2004 has still left global yields short of the tipping point that would signal a bear market in bonds but many economists have declared the end of the bull bond run. Bonds … Continue reading →

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Interesting Data

Posted on January 17, 2012 by LSAConnect

Interesting Data 1. FOR THE YEAR – Although the S&P 500’s raw index value dropped fractionally during calendar year 2011 (falling from 1257.64 on 12/31/10 to 1257.60 on Friday 12/30/11), the total return gain of the index was +2.1% for … Continue reading →

Posted in Economic News, Research | Leave a comment

Style Analysis – Using The Right Benchmark

Posted on May 20, 2011 by LSAConnect

During his presentation on fund manager style analysis, LSA chief investment officer Brad Kasper noted that many managers diverge from the Morningstar fund category designation for their particular fund.  Drill-down and comparison to appropriate style benchmarks is essential to properly evaluating manager … Continue reading →

Posted in National Conference, Research | 1 Comment