Asset mgt stocks
Goldman’s favorite asset management stocks for 1Q08
Tuesday, February 5th, 2008Going through Goldman’s reports last night it seems that State Street, Federated, Schwab, and BlackRock are Goldman’s leading choices in the asset management category. One thing in common - they have clean, solid fixed income + money market portfolios, and reputable brands. I would add to this Eaton Vance(EV) which is a bit overlauved. In […]
Eaton Vance (EV) and other asset managers expected to underperform in 1Q07
Friday, January 11th, 2008Yesterday Goldman added Eaton Vance (EV) on its Americas Sell list, lowered estimated for the firm and shifted fellow asset manager Fortress Inv. (FIG) to Neutral. Goldman expect 2008 organic growth to decelerate from 17.8% rate to a 4% by mid-year. The firm expects the shares to revert to an in-line with peer group […]


