Are Treasury bonds a good place to be, or quite dangerous? Two top strategists — Bill Gross and Leon Cooperman — have very different takes. Hedge fund guru Cooperman tells…
Category: asset allocation
GMO High on Quality & Value, Sour on Bonds
Jeremy Grantham’s GMO has published its fourth-quarter update, offering a contrarian position on Europe and outlining its strategies as we head into 2012. The firm says it moved “incrementally into…
Buffett: Productive Assets Like Stocks Offer Most Safety -- Not Bonds
Over the past few years, investors have poured into low-yielding Treasury bonds, perceiving them as the safest place to be during the global economic tumult. But, according to Warren Buffett,…
Yacktman: Stocks Still Remarkably Attractive
Top fund manager Donald Yacktman says that he can’t remember another time in his 40-plus-year career when he has “seen so many high-quality, profitable businesses selling at prices relative to…
Nygren: "Once-In-A-Generation Opportunity" for Investors
Bill Nygren, whose Oakmark fund is in the top 12% or better of its class over the past three, five, and ten years, according to Morningstar, says investors need to…
Gross: "Great Risk" Ahead
Heading into 2012, PIMCO’s Bill Gross sees a world of “fatter tails” and “great risk” for global economies and financial markets. “In the face of a delevering zero-bound interest rate…
Nygren: Don't Chase Bond Performance; Buy Stocks
Top fund manager Bill Nygren says that the best thing investors can do in 2012 is buy more stocks. “The best idea for 2012 is for investors to increase their…
Winters, Davis See Gloomy Climate As Buying Opportunity
Top fund manager David Winters says that now is not the time to be fleeing stocks, and that he feels “like a kid in a candy store” because of the…
Top Managers Look To Unloved Japanese Stocks
While Japanese stocks have for years has yielded little for investors, some top value investors are keen on the country. In a column for SmartMoney, Brett Arends writes that Japan’s…
Forester Defensive But Still Finding Value
Tom Forester, who has a stellar long-term track record and headed the only long-oriented stock fund to post a positive return in 2008, is again playing defense. But that doesn’t…