Institutional Perform Newsletter
Perform Newsletter - Second Quarter 2010

In this issue, you'll see these stories:

How our traders try to make the best of all the market volatility created by electronic trading.

Why Bob Turner, chairman and chief investment officer, thinks the technology sector may be benefiting from a prolonged up cycle.

Why any long-term rise in interest rates may actually be good for some financial companies, in the view of Mark Turner, president and senior portfolio manager/security analyst.

How rising corporate revenue may benefit small companies, according to Chris McHugh, vice president and senior portfolio manager/security analyst.


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Perform Newsletter - First Quarter 2010

 

 

 

 

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In this issue, you’ll see these stories:

  • Why we think a reviving global economy will likely benefit the steel industry.

  • What Chris McHugh thinks is driving the demand for the products and services of the technology sector.

  • With consumer spending generally sluggish, what types of consumer stocks are our growth portfolios emphasizing, in the view of Bill McVail.

  • How demographics may help determine which nations have the best long-term economic prospects, according to our latest position paper.

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Perform Newsletter - Fourth Quarter 2009

 

 

 

 

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Inside:

  • The buzz in the beehive
  • Robb Parlanti:  commodities still appealing
  • Is the market now good for active managers?
  • What are the benefits of long/short investing?

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Perform Newsletter - Third Quarter 2009


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Perform Newsletter - Second Quarter 2009

 

 

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Perform Newsletter - 3rd Quarter 2007

Inside:

  • Vijay Shankaran: how healthy is health care?
  • What's the outlook for corporate earnings?
  • Why stock portfolios need asset limits

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