In a new report, Goldman Sachs says that stocks are as attractive compared to bonds as they’ve been at any time in the last generation, and that investors would be…
Category: asset allocation
Mobius: Low Yields and Inflation Will Push Money Into Stocks
Templeton Asset Management’s Mark Mobius says that the combination of low-yielding fixed-income investments and looming inflation fears will have investors moving out of Treasurys and into stocks. “People are now…
Biggs Getting More Bullish
Hedge fund guru Barton Biggs has been increasing his exposure to stocks, saying that their relative attractiveness compared to bonds and fixed-income investments will drive investors toward them. “I’ve been…
Top U.K. Manager Bullish on U.S.
Top U.K. fund manager Robin Geffen has increased his Neptune Global Equity fund’s U.S. allocation to its highest level ever, saying that the American economy stands out among other developed…
Dreman: Bond Bubble Will Hurt Many
Contrarian strategist David Dreman says a “major bubble that will hurt a lot of people” has formed in the long Treasury bond market. “Ten-year Treasuries are yielding about 2%, while…
Are Stocks Really A Good Inflation Hedge?
Conventional wisdom is that stocks are a good hedge during inflationary periods. But some prominent financial researchers say the belief is off the mark. “When inflation has been moderate and…
Nygren: More Gains to Come
Top-performing fund manager Bill Nygren of Oakmark says he sees a number of reasons why stock returns this decade will “far surpass” those of the previous decade. “We think there…
Buffett On Stocks, In-Laws, and Why He Wants Some of His Stocks to Fall
In his recently released fourth-quarter letter to Berkshire Hathaway shareholders, Warren Buffett reiterates his belief that stocks are a much better investment than gold or bonds, and explains why he…
Shiller on Stocks, Housing
Yale economist Robert Shiller, one of the few to foresee the bursting of both the Internet and housing bubbles, says that while stocks are pricey right now, he still prefers…
Grantham: Investment Outlook "Not Bad At All"
GMO’s Jeremy Grantham has released his fourth-quarter letter, and, while the often-gloomy strategist focuses a good deal on the troubling flaws of the existing capitalist system, his investing outlook paints…