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Risks and uncertainty remain, but the EU sovereign-debt debacle is unlikely to blossom into a chaotic global credit crisis. Read More

  • September 16, 2011

With US corn inventories at their lowest levels in almost 20 years, prices for this key agricultural commodity are poised to skyrocket. The same weather conditions that damaged this year’s corn crop will also constrain supplies of cotton, soybeans and other agricultural commodities. Read More

  • September 9, 2011

The US economy likely won’t recover from its recent shocks as quickly as it did after the Sept. 11 terrorist attacks. But US consumers and businesses remain highly flexible and resilient in the face of economic shocks. Economic growth will remain subdued, but the odds still favor the US avoiding recession in 2011 and 2012. Read More

Selling stocks short can serve as an important hedge to the long-only strategies pursued by the Growth, Income and Fund Portfolios. But investors need to acquaint themselves with the risks associated with this practice before deciding whether the end of summer is still shorts season. Read More

Given the uncertainty surrounding US and EU financial stocks, we’ve reduced our allocation to the group in favor of sectors with a brighter outlook. Read More