Excess capacity and weak demand growth have weighed on commodity prices and soured investor sentiment toward the mining industry. But efforts to slash capital expenditures and operating expenses should help our favorite names to dig their way out of this hole over the next two years.
An increase in temporary staffing appears poised to become a permanent feature of the US labor market. Our top pick boasts some of the highest profit margins in this growing industry and focuses on supplying the information technology, life sciences and health care markets with highly trained professionals.
Units of the two master limited partnerships in our Lifelong Income Portfolio have treaded water since mid-2013, mirroring the performance of the Alerian MLP Index. Here’s why investors should stick with these names in 2014 and beyond.
Investors looking to profit from the changes under way in Japan’s economy should focus on the beneficiaries of Prime Minister Shinzo Abe’s “three arrows” of fiscal stimulus, monetary easing and structural changes to the labor market and economy. Our favorites: real estate, financial stocks and drugstores.
Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.
Welcome to the year of living dangerously in the municipal bond market. Detroit's bankruptcy filing serves as a reminder that investors can no longer assume the riskiest borrowers eventually will be bailed out if they can’t keep up with their debt.
After three years of underperforming, Asia’s emerging markets could surprise to the upside in 2014. Not only have equity markets discounted the structural challenges that these nations face, but also the bar of expectations for regional economic growth and stock markets remain quite low.
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