PIMCO bond guru Bill Gross says that Treasury bond investors are going to get a “haircut”, and that those looking to preserve their purchasing power must put their money into…
Category: asset allocation
Despite Slow Growth, Cooperman Likes Stocks
Hedge fund guru Leon Cooperman says he’s “moderately constructive” about U.S. stocks, and is very bearish on U.S. government bonds. Speaking at the “Delivering Alpha” conference presented by CNBC and Institutional…
Top International Managers Staying Defensive
Two international mutual fund managers with stellar long-term track records, Tom Forester and Robert Wyckoff Jr., have been continuing to beat the market recently using defensive approaches. Forester has outperformed…
Looking for Safety? Don't Turn to Bonds, Nygren Says
Top fund manager Bill Nygren says investors who are dumping stocks in favor of bonds in an effort to lower the risk in their portfolio are using erroneous logic. In…
Study: Investors Aren't Really Fleeing Stocks
One widely held belief about the stock market involves the notion that individual investors have been fleeing stocks like the plague recently. But according to a new report from Vanguard…
Arnott Likes EMs Over U.S. -- For Stocks And Gov't Bonds
Fundamental indexing guru Rob Arnott says U.S. stocks aren’t cheap, and thinks emerging market equities are offering much more value. “U.S. stocks are actually pretty expensive today, and here’s why,”…
Could Yields Stay Ultra-Low Well Past 2014?
Many investors have been operating under the belief that interest rates will rise in a year or two, with investors demanding higher yields and more financial accountability from lawmakers. But…
Stimulus Has Fisher Bullish on China
With China announcing its first interest rate cut in about four years, Kenneth Fisher says he expects good things from Chinese equities. “We’re overweight China and optimistic on China relative…
Unlikely Duo Both Like Stocks Over Bonds
Two very different strategists — the bullish Wharton professor and author Jeremy Siegel and the often-bearish Marc Faber of the Gloom, Boom & Doom report — both prefer stocks over…
Arnott on the Courage to Rebalance
While most investors feel crushed when major bear markets hit, Rob Arnott says that they are missing a key point that turns conventional thinking on its head. In a piece…