ManagersInsight Research Reports

ManagersInsight: "View From Our Fixed Income Fund Managers" - May 2010
With interest rates at historically low levels, investors are wondering if, when, and how much rates will rise and how they should factor this issue into their investment thinking. Our latest ManagersInsight contains the current economic outlook and strategy review from a number of our highly regarded fixed income fund managers.

ManagersInsight: "Nowhere to Go But Up? A Look at Interest Rates" - May 2010
While it is clear to almost everyone that interest rates, particularly those on the shorter end of the curve, are at depressed levels, there is a great divergence of opinion with regard to if, when, and how much rates will rise. As is often the case, these divergent views are held by well-respected, broadly followed, industry “experts.” Our analysis examines some issues that we believe are important as you evaluate the direction of interest rates and the impact potential changes will have on fixed income portfolios. Read our latest ManagersInsight to learn more.

More ManagersInsight Research Reports

• ManagersInsight: "Smaller-Cap Equity Performance Coming Out of a Recession" - May 2010
  Extreme economic downturns — recessions — occur infrequently. When they do occur, they often leave investors uncertain as to how to best position the equity portion of their investment portfolios once a recovery appears imminent. Download this ManagersInsight research report, "Smaller-Cap Equity Performance Coming Out of a Recession," which looks at the performance of small- and mid-cap stocks during past recessions.
• ManagersInsight: "Risk Parity: A New Approach to Asset Allocation" - April 2010
  "The idea of building asset-allocation portfolios through the concept of Risk Parity has continued to gain strength over the last several years as advisors and investors alike seek more efficient ways to construct optimal portfolios." Read our recent ManagersInsight to learn more about the pros and cons of a Risk Parity portfolio.
• ManagersInsight: Understanding & Incorporating Alternative Strategy Mutual Funds Into Asset Allocations - December 2009 (Report numbers updated April 30, 2010)
  "Alternative investments have become increasingly attractive to investors seeking ways to better diversify their broader asset-allocation portfolios. For most investors, however, it has been difficult to access these investments." Our ManagersInsight research report, "Understanding & Incorporating Alternative Strategy Mutual Funds Into Asset Allocations," looks at investing in alternative funds.
• ManagersInsight: "The Increasing Importance of Alternative Strategies" - March 2010
  As advisors seek to insulate their clients from the most extreme market movements, they have turned increasingly to alternatives strategies for a portion of their clients’ portfolios. Download our ManagersInsight to learn more about the increasing availability, benefits and use of alternative strategies.
• ManagersInsight: "Adding Alternatives to Portfolios" - March 2010
  An increasing number of investors are becoming comfortable allocating a portion of their portfolio to one alternative fund, but using only one type of fund may not be the optimal approach for investors. Download our ManagersInsight to see how you may be able to create more efficient investment programs by adding some combination of funds like Managers AMG FQ Global Alternatives Fund (MGAAX), an alpha-driven fund, and Managers AMG FQ Global Essentials Funds (MMAFX), a beta-driven fund.
• ManagersInsight: "Why Build America Bonds Matter to Municipal Bond Investors" - March 2010
  The Build America Bond (BAB) program was launched in April 2009 and resulted in approximately $62 billion of issuance in 2009. The BAB program, which is designed to lower funding costs for states and other municipal bond issuers, has reduced the issuance of traditional tax-exempt bonds, particularly at the longer end of the curve. Download our ManagersInsight to find out more about the BAB program and why it matters to municipal bond investors in our latest research report.
• ManagersInsight: "A Taxing Situation: Mutual Fund Distributions – What is the impact on your investments?" - January 2010
  “The passage of the $787 billion Federal stimulus package in early-2009 ushered in a period of historic stimulus to counteract the worst economic downturn since the Great Depression...U.S. taxpayers will be paying for the stimulus effort and, potentially, the health care bill for many years, and possibly decades, to come.” Download our ManagersInsight: “A Taxing Situation: Mutual Fund Distributions – What is the impact on your investments?” research report to see how the stimulus efforts will affect your portfolio.