Blackrock’s Bob Doll says he continues to believe the European debt crisis will be contained, and says the stock market’s recent troubles have made for some good buying opportunities. “There…
Category: asset allocation
Romick Not Excited By Market
Top mutual fund manager Steven Romick says he’s “maintaining the status quo” with his portfolio, because he isn’t seeing many enticing opportunities right now. Romick tells Tom Keene on Bloomberg Television’s…
Bond Guru: "Absolutely No Reason" to Own High-Rated Short-Term Bonds
Top bond fund manager Jeffrey Gundlach says investors should steer completely clear of high-rated bonds with maturities of three years or less — and perhaps even longer. “There is absolutely…
Einhorn Ups Bullish Bets, But Warns on Inflation
Hedge fund guru David Einhorn says he increased his bullish bets last month, but remains concerned about several issues, including the Federal Reserve’s low-interest rate policy. In a conference call…
Grantham on Incredibly Irrational Markets
In his latest quarterly letter, GMO’s Jeremy Grantham offers some very interesting data on the disconnect between the stock market on one hand, and the economy and “fair value” of…
The Downdraft vs. The Flood
Investor sentiment has been on the rise for much of 2012, but Blackstone’s Byron Wien says it may not necessarily be the contrarian indicator it usually is. In a piece…
Paulsen likes EMs, Industrials, Financials
Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview,…
Top Bond Managers Look for More QE
Three top bond fund manager says that a weakening U.S. economy will lead the Federal Reserve to enact “QE3” — another round of quantitative easing — and they are positioning…
Shiller on Why Housing Isn't a Great Investment
Yale Economist Robert Shiller famously called the housing bubble that led to the Great Recession and financial crisis. And in a recent interview with Brian Richards on The Motley Fool,…
Herro on the Bond/Stock See-Saw
Oakmark’s David Herro, a Morningstar Fund Manager of the Decade, says that while investors have been loading into bonds in recent years, he’s beginning to see a shift back toward…