Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster: The chairman of MacAllaster Pitfield MacKay says bargains abound. “If earnings come in close to consensus estimates, the market not only is cheap but maybe as cheap as it ever gets,” he says. “It’s not a bad time to put your toe in the water… Read More
In Barron’s Roundtable’s second installment, four strategists (Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen) offer up some investment ideas and thoughts on the market. Included in this post are some of their key thoughts and ideas, as well as an updated summary report below.
This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but think there are ample opportunities for good stock-picking strategies. Writes Barron’s Lauren R. Rublen, “The [roundtable] was rife with history lessons and warnings — and optimism, too, that those who find bargains amid the rubble will reap rich rewards. Or, as [panelist] Meryl Witmer nicely… Read More