Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…
Category: asset allocation
Gross: "Exorcise" Treasuries from Portfolios
With the U.S. and many other governments giving bondholders and savers “haircuts” by keeping real interest rates so low, PIMCO’s Bill Gross says it may be time to for investors…
Hedge Fund Guru: Stocks Best Choice in the Investment Neighborhood
Top hedge fund manager Leon Cooperman says he’s optimistic about the economy, and says a “tremendous number” of cheap stocks exist right now. Cooperman tells CNBC that his economic optimism…
Fisher Likes Large Caps -- Really Large Caps
In an article in London’s Telegraph, Kenneth Fisher offers an interesting take on large-cap stocks. “I think the time of small-cap dominance is over,” Fisher said. “There will be a…
Muhlenkamp "Near Fully Invested"
In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Nygren on How to Crush the Market with a .200 Batting Avg.
People often thinks of great investors as nearly infallible geniuses who generate big returns year-in, and year-out. But in his latest letter to investors, Bill Nygren — whose Oakmark Fund…
Gross: Debt Has Consequences
PIMCO’s Bill Gross says Americans are not realizing the impact the country’s debt burden will have, and says stock investors should be looking elsewhere for strong returns. “The American hegemon…
Dorfman: Time to Add Risk
Bloomberg columnist and money manager John Dorfman says it’s time for investors to take on more risk. Dorfman tells Bloomberg that investors shouldn’t let the lingering fears from the 2008…
Siegel Warns on Bonds
Author and Wharton professor Jeremy Siegel says that bond investors should be very careful right now. “Anyone that has money in bond funds has to be very cautious” of losses…