Multimedia: January's surge may have surprised many observers.

Recorded: February 08, 2012

The primary driver of January's consistently positive returns was a dramatic reduction in global risks, which in conjunction with continued positive fundamentals suggests a higher and less volatile market for the rest of 2012.

Multimedia: 2012 will mark the third consecutive year that fundamentals relentlessly march forward despite ample global risks.

Recorded: January 13, 2012

2011 will be marked as a year where global risks battled daily with market fundamentals—with volatility as the result. While global risks are by no means gone, the market’s path ultimately comes down to the strength of the underlying fundamentals.

Multimedia: It should not have been a surprise to the markets, but it was

Recorded: December 07, 2011

It should not have been a surprise to the markets, but it was. Black Friday—the first holiday shopping day after Thanksgiving—was a blockbuster, and its online analog Cyber Monday extended the trend.

Multimedia: Third quarter 2011 was reminiscent of the worst of the 2008 credit crisis

Recorded: November 11, 2011

Third quarter 2011 was reminiscent of the worst of the 2008 credit crisis in that it reintroduced the possibility of a total collapse of the global financial system. The seeds of this potential catastrophe were sown by the first-ever credit down-grade of the U.S. and ongoing concerns that the European financial system was on the brink of failure.

Multimedia: As Europe Backs Away from the Abyss, Fundamentals Remain Firm

Recorded: October , 2011

September’s headlines were indeed ominous, rang­ing from near-certain Greek default to ru­mors of a bank run in Europe to credit downgrades of sover­eign banks and major financial institutions. Ultimately, successful investing demands a choice between prudent risk con­trol and outright risk avoidance.

Multimedia: Weathering Storms in Uncharted Territories

Recorded: September , 2011

As the events of August proved, risk cannot be truly forecast; as such, it is mandatory that investors be prepared for the unexpected.

Multimedia: Debt Fracas Obscures Earnings Fireworks and Fire-Sale Prices

Recorded: August 03, 2011

Multimedia: June Swoon Tests Wobbly Bulls

Recorded: July 07, 2011

We are only midway through 2011 and the market already has experienced not one, not two, but three bear market tests.

Multimedia: “Sell in May” and Other Follies of Investing

Recorded: June 06, 2011

Sell in May and walk away? Not when fundamentals are still strong and we remain in a synchronized global expansion.

Multimedia: April Showers Bring Flowers to the Global Synchronized Expansion

Recorded: May 06, 2011

While real estate may be all about location, location, location, in the equity markets, it’s earnings, earnings, earnings.

Multimedia: Navigating Markets During March Madness

Recorded: April 06, 2011

Markets were pummeled during the first two weeks of the month, losing almost 5% through March 16 and at one point falling into the red for the year. But that was only the first half; in an epic comeback, March not only won the game but won the championship with the best first quarter performance since 1998.

Multimedia: Worldwide Turmoil, $100 Oil but Markets Positive in February

Recorded: March 04, 2011

Surging oil prices, Middle East turmoil, domestic budget protests and debt woes confronted the markets in February yet the market quietly shrugged off all these obstacles and marched forward.

Multimedia: Broad Global Acceleration Delivers in January

Recorded: February 07, 2011

Driven by record corporate earnings growth, accelerating manufacturing activity and renewed personal consumption, the positive momentum of U.S. and global economic growth continues unabated.

Multimedia: Global Perspectives 2011 Forecast

Recorded: January , 2011

We expect 2011 to be a banner year for U.S. economic activity, driven by a resurgent consumer, accelerated business spending and continued demand from emerging markets, along with a favorable and more-certain tax environment for businesses and consumers.

Multimedia: The Consumer Is Back in Time for the Holidays

Recorded: December , 2010

There was much to be thankful for in November on the economic front. The U.S. economy showed signs of acceleration, as the consumer staged an impressive comeback and corporate profits continued to outpace Wall Street expectations.

Multimedia: October Treat and the Folly of “Gaming Diversification"

Recorded: November , 2010

Driven by strong corporate earnings and expanding global demand, the turn in the market was swift and dramatic and left many investors who missed their chance at the rally hoping for a pullback to create an attractive entry point... With or without a pullback, however, there is still a way to justify getting back into the market: diversification.

Multimedia: September Surprise, Tax and Spend Choices, and Mid-term Elections

Recorded: October , 2010

Though they saved the global economy from depression, policymakers have struggled to promote growth and jobs during the recovery.

Multimedia: U.S. and Global Economy March to Expansion

Recorded: September , 2010

Despite a difficult August for the markets, evidence is stacking up that the risk trade is coming back into vogue.

Multimedia: Risk Trifecta Mitigated

Recorded: August 13, 2010

Risk levels were low in the first quarter on strong evidence of an accelerating economy, leading to a rise in the stock market. The market “sawed” in the second quarter, as prices dropped in response to elevated risk related to a trifecta of concerns that included the euro crisis, the BP/Gulf of Mexico oil spill and signs of a slowing economy.