Equities and other assets have become overpriced (to varying degrees) just about everywhere you look, GMO’s Jeremy Grantham says in his latest quarterly letter. “Courtesy of the … Fed[‘s] policy,…
Category: asset allocation
Paulsen: This Isn't a Sugar High
Wells Capital’s Jim Paulsen thinks stocks are on their way to record highs, and says the economy is stronger than the Federal Reserve is giving it credit for. Paulson tells Bloomberg…
Sonders on "Rational Exuberance"
Retail investors have, at long last, been coming back to stocks in the first month or so of 2013, and Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s…
Rosenberg on the "Great Rotation" Myth
Many have said that the influx of money into bonds in recent years means a “Great Rotation” could occur — in which money pours back into stocks as investors’ risk…
Simple Advice From An Investing Legend
Vanguard Founder Jack Bogle has some simple advice for investors: Invest — and don’t peek. “Nothing,” Bogle tells Canada’s Globe and Mail when asked what keeps him awake at night. “Just…
Model That Predicted Rebound Now Sees Slightly Subpar Returns Ahead
Mark Robertson, whose market projections have been quite accurate over the past four years, says the next four years are likely to be slightly below average for the stock market.…
Nygren: Stocks Best Place for Long-Term
Top fund manager Bill Nygren of Oakmark says he thinks stocks are “easily the best alternative out there for long-term money”. Nygren tells CNBC that with stocks yielding more than…
Cooperman: Stocks the Place to Be in 2013
Hedge fund guru Leon Cooperman says stocks are the best place for investors to be in 2013. Cooperman tells CNBC that he thinks stocks “are in a zone of fair…
Shilling: Bond Prices to Rise in 2013
Economist Gary Shilling is betting on bonds over stocks in 2013. “I think you play it with a ‘risk-off’ kind of approach,” he tells Yahoo! Finance’s The Daily Ticker. “And…
Rosenberg: Put Cash to Work in 2013
The often gloomy David Rosenberg of Gluskin Sheff + Associates says 2013 is a year for investors to put their cash to work. Rosenberg still sees anemic growth for the…