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Our Market Opinions page is presented as a portal to give you access to some valuable market commentary and presentations prepared by the various investment partners of Buena Vista Investment Management. From the largest Wall Street firms to boutique management firms; from bullish opinions to bearish opinions you will find it here. Our goal is to provide a varied look at the global financial markets and how they may impact us as investors.

(click any date to view)

Investor Update - 12-26-2017 Review of Markets
January 19, 2016 - Understanding Market Volatility - John Moffat, Partner with Buena Vista Investment Management shares his views on recently market volatility.
October 12, 2015 Where is the Bottom - Jim Paulsen, Ph.D. Chief Investment Officer at Wells Capital Management Inc. provides his always insightful view of current market conditions. In an article published on October 6th, Mr. Paulsen discusses his current thoughts on where the US equity markets might find a bottom.
October 19, 2015 An Important Rebalancing Milestone - Investment Strategist for Matthews Asian funds, Mr. Andy Rothman discusses China's economy and its movement to a consumer driven economy.
September 10, 2015 China: Double, Double Toil and Trouble/ Fire Burn and Cauldron Bubble? - Investment Strategist for Matthews Asian funds, Mr. Andy Rothman discusses China's economy.
August 20, 2015 China Currency Update - A Matthews Asia Perspective written by Teresa Kong, CFA and Portfolio Manager with the Matthews Asian mutual fund group
July 30, 2015 Oil: Prices Will Rebound - An excellent article about the price of oil, which was written by Mr. Eliot Murray and published on Seeking Alpha, an investment website. Please note that we have shortened the original article but believe that it still represents Mr. Murray’s opinion about the price of oil.
May 2015 - Buena Vista Financial Market Review
October 15, 2014 A Wid Ride for Stock and Bond Investors - John Moffat discusses recent market activity
September 2014 How High is too High - The Dow Theory Forecast newsletter discusses current market valuations for the US equity market. They specifically discuss Yale Professor Robert Shiller’s cyclically adjusted price to earnings ratio (CAPE). The ratio was popularized in Professor Shiller’s 2000 best-selling book Irrational Exuberance, as the ratio compares the price of the S&P 500 Index to average inflation adjusted earnings over the past 10 years.
July 2014 – China the World’s Best Consumption Story - Andy Rothman of Matthews Asia discusses one aspect relating to China that doesn’t get a lot of press; the fact that China is one of the world’s best consumption stories. Mr. Rothman has lived and worked in China for over 20 years and is an Investment Strategist for the Matthews Asian mutual fund group.
June 2014 - The US Economy an Emerging Fear Factor - Milton Ezrati, senior economist and market strategist for Lord Abbett looks at the relationship between the United States equity markets and the emerging markets. There have been a number of articles written recently about the interrelationship between these two markets, and in this article Mr. Ezarti discusses why weakness in the emerging markets may not impact the US stock market as much as some anticipated.
May 2014 - A Technician's Tsunami Meets Main Street Momentum - Jim Paulson of Wells Capital Management discusses a host of equity markets data which just may point to higher equity prices by yearend.
April 2014 - Implications of an Economic Warm-up - JP Morgan Chief Global Strategist Dr. David Kelly's presentation on US economic activity.
April 2014 - Will Boomers Bust the Market - Milton Ezrati, senior economist and market strategist for Lord Abbett discusses his thoughts on the baby-boom generation and its relationship to the US financial markets. Many fear that retiring baby boomers will have a negative impact on the stock market. In this article, Mr. Ezrati discusses why that may not be the case.
March 2014 - Interest Rates and Confidence - Jim Paulsen of Wells Capital Management discusses the relationship between interest rates and consumer confidence.
February 2014 - Emerging Markets: a Point of Maximum Pessimism - Brian Jacobson, Chief Portfolio Strategist of Wells Fargo Advantage Funds discusses investment opportunities in emerging markets investments.
February 2014 - China White Paper - This in-depth report on China prepared by Matthew International Capital Management is entitled China Fact or Fiction. In this report, the Matthews Group discusses a whole host of China issues currently being discussed in the financial news and helps us as investors determine what is fact and what is fiction.
January 2014 - How Did the Emerging Markets Get Into This Mess - Andres Garcia-Amaya JP Morgan Global Market Strategist for the JP Morgan funds discussed 2013 price declines in emerging markets investments.
October 2013 - Why Deficits Don't Matter - Bob Veres of Advisor Perspectives discusses a report by Stephanie Kelton an Associate Professor of Economics at the University of Missouri/ Kansas City. She presents some very interesting and controversial ideas relating to the US deficit. This is one of those articles that makes you rethink some longstanding ideas.

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