The idea of using the yield curve to forecast the future of the economy is nothing new, not to mutual fund managers anyway and particularly not for people who are interested in, investing in or working for bond funds. It is an essential ingredient to cooking up the right investment management strategy for the quarter [...]
It seems that any time positive news comes out about the state of the economy, growth funds and small-cap funds in particular get a nifty little boost in value. It stands to reason, of course, that as the markets react to such positive news, so too should mutual funds. But what mutual funds stand to [...]
Very few small cap mutual funds can defy gravity. There are several reasons why this niche should expect trouble in 2010, based primarily on the fact that with weaker financial statements, obtaining credit at all (or at reasonable rates if they can) makes growth strategies difficult for small cap companies to execute. This makes investment [...]
