Embrace the Correction
History Lesson: Buy the Mid-Cycle Recovery
A short history lesson could help investors reap huge profits in 2014.
Focus on Earnings
Cyclical sectors were the S&P 500's top performers in the third quarter. We see more upside to come.
Riding the Cycle
The specter of rising interest rates will provide savvy investors with buying opportunities but won't slow the US economy or stock market.
Staying Focused
Whereas many investors are focused on Fed policy and the potential for rising interest rates, lackluster economic growth is more of a concern in the near term.
Don’t Fight the Fed–Listen to It
The Federal Reserve's plan to phase out quantitative easing has weighed heavily on US equity markets. Investors should regard this correction as a buying opportunity.
The Great Rotation
Investors preference for low-beta names and dividend payers has pushed valuations of consumer staples and other safety-first fare to frothy levels. Our favorite cyclical sectors, on the other hand, sport favorable valuations and solid upside potential.
Roger Conrad’s Three Rules of Income Investing
For income-seeking investors looking to allocate money to stocks, the universe of names that trade at reasonable valuations has thinned considerably.
Heightened Risk, Emerging Opportunities
In each of the past three years, US economic activity has softened in the spring and early summer. Here's what to expect during this summer's doldrums.
Navigating The Road Ahead
Investors with a longer time horizon should take advantage of periodic weakness to build positions in inexpensive markets that offer real upside potential. Asia’s emerging markets fit the bill on both accounts.
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