William Priest, CEO and co-CIO of Epoch Investment Partners, says “2% [growth] is the new 4% as far as developed markets are concerned.” He continues: “Global GDP is a…
Fisher: Parallels with the 1990s
Long-time Forbes contributor and Fisher Investments CEO Ken Fisher opines that “the most stunning unnoted market phenomena right now are parallels between the past eight years and the period…
Bridgewater's Dalio: 2015 May Be Like 1937 for the Market
A recent Wall Street Journal piece notes that hedge-fund manager Ray Dalio and others have discussed potentially significant parallels between 1937 and 2015. Dalio, in a March letter earlier…
Working through the Pain for the Best Long Term Gain
In a Financial Planning article titled “Investing Should Be Painful,” founder of research firm Wealth Logic, LLC Alan Roth writes, “I suggest telling clients to embrace the pain and…
Manager Looks at Free Cash Flow to Beat the Market
Sandy Rufenacht, of Aquila Three Peaks, takes an intensive look at companies before investing, looking especially at their free cash flow over the next 12 months and their relationship with…
Buffett on America's Progress and Why he Remains a Long Term Optimist
Asked what he is optimistic about, Warren Buffett reflects on some key points of progress over his lifetime and suggests some things we might all be thankful for. “If I’d…
Leading Fund Managers Offer Bullish and Bearish Predictions
Financial Advisor magazine offers up brief predictions by some top fund managers. Ruchir Sharma, of Morgan Stanely, says “We are now just one big shock away from a global…
Learning from Swensen's Success at Yale
Yale’s endowment fund has performed exceptionally well under David Swensen, returning an average of 10% per year since 2005, beating all major stock indexes and all but 2 of Morningstar’s…
AQR Tests Market Timing Techniques, Helping to Boost Long Term Returns
A recent article by Cliff Asness and colleagues from AQR Capital Management challenges the academic finance recommendation to avoid attempts to time the market. “Sinning a little,” Asness and…
Fed Rate Hike Could Cause Market "Accident" Says DoubleLine Exec
Bonnie Baha, head of global developed credit at DoubleLine Capital LP, said “I think there is a high probability of an accident” if the Fed raises rates in 2015. She…