Special Commentary

• Looking Back and Looking Ahead
  The macroeconomic situation has felt grim recently but, generally lost among the negative headlines, there are significant reasons for optimism:

  • Markets do bounce back from significant drops, and usually a lot.
  • Companies currently have record balance sheets ...
  • ... and many are returning cash to investors.
  • Earnings and revenue reports have been strong.
       — Click here to read more (pdf)

• Eagle's Thoughts on S&P's Downgrade of U.S. Debt
  We asked Eagle portfolio managers for their thoughts on Friday's move by S&P and, perhaps more importantly, how it may impact their portfolios.
  — Click here to read more (pdf)

White Papers

• Volatility ruled in 2011; what lies ahead in 2012
  Read Eagle's recent roundtable discussion on the current financial markets and how our managers have their portfolios positioned. — Click here to read more (pdf)

• The Case for Mid-cap Equities
  Mid-cap stocks have produced excellent relative performance in both up and down markets. Read “The Case for Mid-cap Equities” white paper to learn about the powerful long-term wealth creation potential of mid-caps.
  — Click here to read more (pdf)

• Dividends Deliver
  Download this white paper to learn how dividend-oriented investments can offer much more than income.
  — Click here to read more (pdf)

• Fixed Income: An All-Season Allocation
  Markets seemingly can — and do — ignore rational thoughts for relatively short periods as investors move in droves into and out of certain asset classes.
  — Click here to read more (pdf)

• Professional Fixed Income Management: A Strategy for Changing Markets
  Download this white paper to learn about the advantages of a professionally managed fixed-income portfolio or mutual fund. — Click here to read more (pdf)

Capital Market Review

• December 2011 (pdf)
• November 2011 (pdf)
• October 2011 (pdf)
• September 2011 (pdf)
• August 2011 (pdf)
• July 2011 (pdf)
• June 2011 (pdf)
• May 2011 (pdf)
• April 2011 (pdf)
• March 2011 (pdf)
• February 2011 (pdf)
• January 2011 (pdf)
• 2010 CMR Summary (pdf)