While stocks have far outperformed bonds over the past couple centuries, bonds have had the edge over the past 30 years. So, which is the better bet going forward? Top…
Category: asset allocation
Is the Bond Bull Over? Maybe Not
Has the bond market reached a peak? Not if history is any guide, says MarketWatch’s Mark Hulbert. Hulbert recently looked at the average bond market exposure for bond market timers…
Sonders: Stocks Attractive, But Short Term Could Be Bumpy
Charles Schwab’s Liz Ann Sonders says that while the short-term ride may well be difficult, equities continue to look attractive for long-term investors. “The U.S. election season will continue to…
Top Bond Manager Looking to Stocks
Bond guru Jeffrey Gundlach says he doesn’t see another “Lost Decade” for stocks, and his bond-focused firm may even be adding some stock funds to its offerings. “Equities may be…
Gloomy Faber Gets Bullish on China, Europe
The often gloomy Marc Faber of the Gloom Boom & Doom Report is bullish on European and Chinese stocks, and says that with an era of volatility on the way,…
Cooperman: Stocks the Place to Be
Hedge fund guru Leon Cooperman says stocks “generally speaking are the place to be”, and thinks government bonds are in a bubble. Cooperman tells CNBC that “there’s a very pessimistic…
Ritholtz: September Is "Make or Break" for Cyclical Bull
Barry Ritholtz of FusionIQ and The Big Picture blog says September will be a “make or break” month for the cyclical bull market. Ritholtz tells Bloomberg’s “Surveillance” that he is…
Bogle: Equities Aren't Dead
Vanguard founder Jack Bogle says he doesn’t think the “cult of equities” is dead, but has a slightly below-average outlook for stocks. “If the culture of equities is dead, it’s…
Gross: Cult of Equity "Dying"
PIMCO bond guru Bill Gross says the “cult of equity is dying”, and that future stock returns cannot be as high as they’ve been historically. In his latest investment commentary,…
Paulson Dials Back Risk, Talks of Euro Unraveling
Hedge fund guru John Paulson is dialing back risk in his portfolios, and says he sees a 50% chance that the euro currency will unravel, Bloomberg reports. In a conference…