The Dividend Story: Returning Value to Shareholders

Jul 29, 2014

Dividend payouts and corporate buybacks have grown at a record pace lately, and are expected to continue increasing at a healthy growth rate for the remainder of the year. The trend is welcome because it is driving cash back into the hands of...

Forecast: Clear Sailing For Stocks?

Jul 28, 2014

You can’t help but be bullish on stocks now. I mean, really. That’s the simple message being told by the ETF market. Well, two ETFs to be sure. Take a look at the price spread between the SPDR S&P 500 ETF (SPY) and the iShares S&P 100 ETF (OEF...

Market Valuations and the Theory of Relativity

Jul 25, 2014

Depending on what metric you use to assess the stock market, equities could be cheap, expensive, or anywhere in between. Try not to be swayed by simplistic arguments based on selective analysis of historical valuations, patterns or averages...

Counting Down the Months

Jul 15, 2014

As the countdown of the months to an initial rate hike continues, stocks may perform well using history and current comparisons with anticipated actions from other central banks as a guide.

The U.S. GDP Number Doesn’t Lie

Jul 14, 2014

Housing starts, Personal Consumption Expenditure and Durable Good Orders show the truth

Disconnect?

Jul 10, 2014

We continue to expect that U.S. economic growth may rebound to a 3% pace for all of 2014...

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Survey Shows Most Investors Simply “Follow Their Gut” When Making Decisions

Apr 02, 2016

Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asse...

A Mid-Year Assessment of Nuveen's Ten Predictions

Jun 30, 2014

Equity markets experienced a strong first half of the year, and stock prices already advanced to where we originally thought they would be at year-end. Bond prices rose as yields fell, with the Federal Reserve continuing its monthly tapering of a...

Neutral on Japan

Jun 27, 2014

Macroeconomy: With little traction from fiscal policy and structural reforms, the pro-growth policies of Prime Minister Shinzo Abe known as "Abenomics" will continue to rely on the Bank of Japan's loose monetary policy to...

Is the Fed Underestimating Inflation?

Jun 25, 2014

Following a week in which investors took pause and focused on the negatives, they reversed course last week and pushed equity prices higher. A number of factors seemed to contribute to the positive tone, not the least of which was an indication f...