Perform Newsletter - Third Quarter 2009 (Sep 11, 2009)



 

 

 

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In this issue, you’ll see these stories:

• Why we think corporate earnings, which have gone from bad to less bad, should improve.

• What Halie O’Shea, security analyst/portfolio manager, thinks is the best retailing strategy to appeal to today’s frugal-minded consumer.

• What kinds of stocks that David Kovacs, chief investment officer, quantitative strategies, thinks will be market leaders going forward.

• When it pays to invest in active managers instead of indexers, according to our latest position paper by Bob Turner, chairman and chief investment officer.



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