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- Natural Gas Prices
- Comparing Coke and Pepsi Stocks
- Carnival of Investing - Week 5
- Next Week's Carnival of Investing
- Carnival of Personal Finance - Week 29
- 5 screening criteria for mutual funds
- S&P 500 Dividends
- 20 Largest Mutual Funds
- S&P 500 Earnings Estimates For 2006
- Socially Responsible Investments Risky?
- Equity Income Funds
- Focus Funds
- Money Market Funds
- Notable and Quotable
- Mutual Fund Screening Criteria
- Cost of owning a car
Russell’s Investment Manager’s Outlook Survey
Russell Investment Group of the Russell indexes has about $2.3 trillion in assets under consultation. Also, Russell Investment Group monitors close to 4,500 investment management firms. “Prior to the end of each quarter, Russell surveys a sample of those decision makers to collect their top-line opinions about the direction of the markets, sectors/styles to watch, and trends on the horizon that could impact investment strategy. The result of this survey is Russell’s Investment Manager Outlook.” The latest Investment Manager Outlook contains Russell’s quarterly survey of managers and their views of the market.
The table below lists the manager expectations by asset class for the coming year. The 80% of the responding managers are bullish on the US large cap growth stocks. On the other hand, 70% of the responding managers are bearish on the real estate.
| Asset Class | Bullish | Bearish | Neutral |
| US Large Cap Growth | 80 | 9 | 11 |
| US Mid Cap Growth | 67 | 7 | 26 |
| Non US Domiciled Equities | 54 | 17 | 29 |
| Emerging Market Equities | 51 | 18 | 31 |
| US Small Cap Growth | 45 | 22 | 33 |
| US Mid Cap Value | 37 | 27 | 36 |
| US Large Cap Value | 36 | 28 | 36 |
| US Small Cap Value | 23 | 48 | 29 |
| Cash | 20 | 33 | 47 |
| US Treasuries | 14 | 55 | 31 |
| Corporate Bonds | 13 | 58 | 29 |
| High Yield Bonds | 12 | 62 | 26 |
| Real Estate | 7 | 70 | 23 |
The table below lists the manager expectations by sector for the coming year. The 74% of the responding managers are bullish on the healthcare sector. 73% of the responding managers are bearish on the autos and transportation sector.
| Sector | Bullish | Bearish | Neutral |
| Health Care | 74 | 6 | 20 |
| Technology | 72 | 11 | 17 |
| Other Energy | 53 | 24 | 23 |
| Integrated Oils | 46 | 26 | 28 |
| Financial Services | 40 | 24 | 36 |
| Consumer Staples | 35 | 24 | 41 |
| Materials Processing | 33 | 32 | 35 |
| Producer Durables | 29 | 24 | 47 |
| Consumer Discretionary | 27 | 42 | 31 |
| Utilities | 17 | 55 | 28 |
| Autos and Transportation | 8 | 73 | 19 |
| Other | 6 | 8 | 86 |
One other point to note is that 31% of the respondents consider market to be undervalued, 63% respondents consider market to be fairly valued, and only 6% consider market to be overvalued.
posted by Me, on Thursday, February 16, 2006 at
11:21 PM
