White Papers

• Why Fixed-Income Remains an Important Allocation — January 2010
  Uncertainty about interest rates doesn’t diminish the value of bonds in portfolios but may, in fact, increase the need for professional management. 
  Click here to read more (pdf)

• The Changing Face of the Federal Reserve? — December 2009
  Eagle's Todd McCallister offers his perspecitves on where the Fed goes from here as the economy works through The Great Recession. 
  Click here to read more (pdf)

• Economic Recovery: Where the Market May Go — December 2009
  Find out what's on the minds or Eagle's investment professionals from their most recent roundtable discussion. They discussed, among other topics, the success of the government's efforts to keep the economy afloat, the threat of inflation, the requirements for continuing an economic recovery and, of course, how they have their portfolios positioned heading into the new year. 
  Click here to read more (pdf)

Investor Resources

• The S&P 500 returns since 1926 (pdf) — March 2010
  This piece illustrates how S&P 500 returns have been positive 7 out of every 10 years since 1926.
  Click here to read

• Why Market Timing is so Difficult (pdf) — March 2010
  The piece makes clear how difficult it is to determine when there’s a “false rally” and when the bull market has truly begun by analyzing the 50 best days of the S&P 500 from 1978-2008.
  Click here to read

• Impact of Missing the Market (pdf) — March 2010
  Missing the best 10, 20, 30, 40 and 50 days of a market recovery can have dramatic impacts on portfolio returns.
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• Cash on the Sidelines (pdf) — March 2010
  As of the end of 2008, investors' had set aside enough cash and cash equivalents to buy-out the entire S&P 500 Index, reaching a level that left the market generally undervalued.
  Click here to read

• Measuring Performance Dollar-weighted and time-weighted returns (pdf) — March 2010
  Behind the practice of dollar cost averaging are time-weighted performance and dollar-weighted performance. While each is useful in its own way, they are uniquely helpful in measuring different aspects of a portfolio.
  Click here to read

Capital Market Review

• January 2010 (pdf)
• 2009 CMR Summary (pdf)
• December 2009 (pdf)
• November 2009 (pdf)

Video Commentary

• Eagle Fixed Income Manager James Camp discusses the bond market and bond fund characteristics — February, 2010
  Listen to Portfolio Manager James Camp discuss the investment implications of more volatile markets and greater focus on fixed-income strategies, and introduces the Investment Grade Bond Fund in this series of short videos.

• Eagle Special Video Report — October 2009
  Todd McCallister and Stacey Serafini Thomas offer keen insights on the bear market and the outlook for small- and mid-cap companies.

• Eric Mintz with Bloomberg's Pimm Fox on “Taking Stock” — Sept. 9, 2009
  Portfolio manager Eric Mintz discusses an energy stock pick and the next phase of the rally in small- and mid-cap stocks.

Quarterly Commentary

• Eagle Insight Commentary Fourth Quarter 2009 — Dec. 31, 2009
  Read quarterly commentary—a snapshot of market happenings, a review of the portfolios and, perhaps most importantly, outlook—from Eagle's portfolio managers. Insight collects in one piece all our managers' thoughts on their recent performance as well as their short- and long-term outlook.

• Eagle Family of Funds Fourth Quarter 2009 Fund Guide — Dec. 31, 2009
  The Fund Guide is a quarterly compilation of our fund factsheets. It also includes other timely information as well as a chart showing how asset classes have performed over time.

• Alpha Matters — February 2010
  Portfolio managers who generate alpha, or excess returns beyond what the market is delivering, can play an important role in an investor's overall asset-allocation strategy. Here we provide an easy-to-understand explanation of the benefits of alpha-producing investment managers.

• Quality vs. Junk: Why Quality is So Compelling — January 2010
  Learn why our portfolio managers believe high-quality names are due for a resurgence and how they might help your clients' long-term portfolios.

• Portfolio Managers Speak on Where the Market May Go — December 2009
  Find out what's on the minds of Eagle's investment professionals from their most recent roundtable discussion.