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REITs and rising rates: Pushing against conventional wisdom

...At the Forward Select Income fund, for example, Portfolio Manager Joel Beam has traditionally been so optimistic that...there to be a panic," says Jason Yablon, global portfolio manager at Cohen & Steers, which specializes in real-estate...

http://chronicle.augusta.com/news/business/2015-04-17/reits-and-rising-rates-pus
Business news

...reversed two convictions and appeared to narrow the definition of insider trading. It said the defendants involved ? portfolio managers Anthony Chiasson of New York and Todd Newman of Needham, Massachusetts ? were too far removed from the source...

http://chronicle.augusta.com/news/metro/2015-04-03/business-news
Of Mutual Interest: Will shrinking earnings halt the stock market's run?

...habits. That should boost consumer-oriented companies, like restaurant chains and retailers, says Susan Bao, a portfolio manager who co-manages JPMorgan Asset Management's U.S. Large Cap Core Plus Fund."As we go into the latter part...

http://chronicle.augusta.com/news/business/2015-04-10/mutual-interest-will-shrin
Of Mutual Interest: Muni bond returns to be more muted

...rates, long-term rates could continue to stay low given how weak inflation is. That's one reason Josh Gonze, a portfolio manager at Thornburg Investment Management, is staying neutral on interest rates and refraining from leaning on just short-term...

http://chronicle.augusta.com/news/business/2015-03-27/mutual-interest-muni-bond-
Investors embraced stock funds in 2014, but only certain kinds

...Consider large-cap stock funds, which generally benchmark themselves against the S&P 500.The struggles of portfolio managers have come because stocks have generally been moving in sync with the broader market. When stock movements are this...

http://chronicle.augusta.com/news/business/2015-01-23/investors-embraced-stock-f
US stocks fall on dismal retail report and a slow growth outlook; Investors flee to bonds

...was a perception that the economy was improving, but that has gotten called into question," said Peter Tuz, a portfolio manager at Chase Investment Counsel, which manages $400 million in assets. "The savings from lower gas prices hasn't...

http://chronicle.augusta.com/news/business/2015-01-14/us-stocks-fall-dismal-reta
US stocks slump as oil rout continues

...was emerging from the Great Recession."It looks as if oil is not through going down yet," said Jim Russell, a portfolio manager at Bahl and Gaynor, a wealth manager. "It's a concern for the market because it does signal probably some global...

http://chronicle.augusta.com/news/business/2014-12-12/us-stocks-slump-oil-rout-c
These retailers could use some holiday cheer

...they're going to close, but it's about doing it on an orderly basis," says David Tawil, co-founder and portfolio manager of Maglan Capital, which follows distressed companies. AEROPOSTALE INC.The problems: Teen retailer Aeropostale...

http://chronicle.augusta.com/news/business/2014-12-05/these-retailers-could-use-
Best to wait until energy stocks hit rock bottom

...years, the sector may have much more muted growth than we saw a couple years ago," Patel says.Lamar Villere, a portfolio manager at Villere & Co., which manages $3 billion in assets, has also been selling shares of his energy stocks on the...

http://chronicle.augusta.com/news/business/2015-01-18/best-wait-until-energy-sto
Charles, Nola Falcone kept connections to Augusta

...she told The Augusta Chronicle in the mid-1990s. She joined Chase Manhattan Bank and then Lieber and Co. as a portfolio manager and securities analyst. By 1985, Falcone had risen to the president of Evergreen Total Return Fund, a mutual fund...

http://chronicle.augusta.com/news/crime-courts/2015-01-05/charles-nora-falcone-k