Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is…
Category: asset allocation
Grantham Gloomy, But Finding Value
GMO’s Jeremy Grantham is predicting more gloom for the U.S. economy, but he says stock valuations are “finally” such that investors can build portfolios of equities with potential for solid…
Bogle: Stay Disciplined -- And Don't Bother With Gold
Vanguard founder Jack Bogle says he thinks stocks will outperform gold over the next decade. “I think so for a simple reason, and that is stocks have an internal rate…
Doll: Investors Making "Ludicrously Conservative" Assumptions
Blackrock Chief Equity Strategist Bob Doll says investors who are piling into Treasury bonds are making “ludicrously conservative” assumptions about the economy and stock market. Doll says that, with about…
Stocks Pricey and Risky -- But Shouldn't Be Avoided, Shiller Says
Yale Economist Robert Shiller says he thinks stocks “look highly priced, but not super highly priced”. In an interview with Consuelo Mack on WealthTrack, Shiller says the market’s 10-year price/earnings…
Top Fund Manager Putting Cash To Work
Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick…
Mobius: EMs Offer Safety -- If You Diversify
Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A…
Reese: Look to Dividend Stocks, Not Treasuries
In his latest article for Forbes.com, Validea CEO John Reese says that dividend-paying stocks — not Treasury bonds — are a good place to look for yield in the current…
Bogle Sees Stocks Outperforming Bonds
Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a…
Paulsen: Time to Take on Some More Risk
Wells Capital Management Chief Investment Strategist James Paulsen says that he thinks we’re “getting close to the end of this mini-panic” that has rattled the markets, and that investors should…