Recent Research
Uncommon Opportunity in the Municipal Bond Market (560 KB, PDF)
May 2009
Discusses why the municipal bond market presents both average and affluent investors with an unprecedented investment opportunity. Includes a comparison of the 10-year Municipal and Treasury Bond Yields and discusses the confluence of events that created this investment opportunity.
White Paper (1 MB, PDF)
Educational One-Pager (175 KB, PDF)
The Case For Growth Investing (453 KB, PDF)
June 2009
Discusses why RidgeWorth believes growth stocks are poised for a rebound and explains the importance of active management. Includes a historical perspective and illustration on the rotation between growth and value stocks and highlights growth’s attractive valuations relative to value.
White Paper (453 KB, PDF)
Presentation (502 KB, PDF)
The Return of Spread Products (624 KB, PDF)
May 2009
Highlights the value opportunity RidgeWorth currently sees in fixed income products as a result of the 2008 credit crisis. Shows the dislocations in historical credit spreads and offers three compelling reasons to invest in higher-yielding fixed-income sectors.
White Paper (623 KB, PDF)
The Value of Dividend Investing (623 KB, PDF)
March 2009
Discusses why many investors are now rethinking their investment strategies and are returning to a “back to basics” strategy that gives dividends a more prominent role in their investment portfolios. Shows that dividend paying companies have outperformed non-dividend paying companies in four of the last five decades.
White Paper (623 KB, PDF)
Educational One-Pager (107 KB, PDF)
Understanding the Fixed Income Fund You Own (506 KB, PDF)
February 2009
Provides RidgeWorth’s perspective on fixed income mutual funds amid the worldwide popping of the greatest credit and debt bubble in modern times. Includes a historical perspective on the fixed income market, discusses how managers may have managed fixed income funds in 2008 and explains the implications for investors.
White Paper (520 KB, PDF)
