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Tag Archives: Portfolio
Chart of the Week: Benefits of Bank Loans in a Portfolio
Chart of the Week: Benefits of Bank Loans in a Portfolio Despite almost $36 billion exiting the loan market and negative net fund flows for the past 11 months, Lord Abbett believes that bank loans still have features that make them attractive … Continue reading
Posted in Research
Tagged bank loans, bonds, diversification, duration, fixed income, interest rate, lord abbett, Portfolio, rates, return, rising rate, rising rate environment, risk, yield
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Weekly Economic Update
Economic Update 4-27-2015 In a light week for economic releases, durable goods came in somewhat better than expected, led by aircraft orders, while housing also showed some mixed signs of life. Housing has been sporadic over the last few years, which … Continue reading
Posted in Economic News
Tagged Commodities, DJIA, ECB, economic data, Economic Update, Emerging Markets, Employment, Europe, Eurozone, Federal Reserve, fixed income, Home Sales, Inflation, interest rate, interest rates, Janet Yellen, LSA, oil prices, Portfolio, S&P500, unemployment rate, Update
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Weekly Economic Update
The week was highlighted by a fair number of important industrial reports, as well as the closely-watched Fed meeting. Unfortunately, there wasn’t enough decent news to offset emerging market-led concerns. (+/0) As we recapped separately mid-week, the FOMC continued the … Continue reading
Posted in Economic News
Tagged Analytics, DJIA, Economic Update, LSA, Portfolio, S&P 500
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Weekly Economic Update
(+) Like its manufacturing counterpart the previous week, the non-manufacturing ISM improved more than expected for July, from 52.2 to 56.0, outperforming the median consensus estimate of 53.1. Core business activity improved to over 60, coupled with gains in new … Continue reading
Posted in Economic News
Tagged Economic, Federal Reserve, Jobless Claims, JOLTS, Portfolio, Trade Deficit, Update
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LSA Manager Interview with Matt Lamphier, CFA
Manager at First Eagle Join LSA as we interview, Matt Lamphier, CFA Associate Portfolio Manager – U.S. Value Fund Mr. Lamphier is a graduate of the U.S. Air Force Academy, received his MBA from the University of Chicago Graduate School … Continue reading
Posted in Economic News, Partner News
Tagged First Eagle, LSA, Manager, Matt Lamphier, Portfolio
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