The Wall Street Journal’s Jason Zweig says many money managers are failing to use a fairly simple tactic — portfolio rebalancing — that could be costing clients a good deal…
Category: asset allocation
Yacktman: Bonds "A Real Dangerous Area"
Top fund manager Donald Yacktman says government policies have him concerned about U.S. growth. Yacktman also tells Bloomberg that he’s still keying on high-quality companies that have fallen out-of-favor in…
Grantham Bashes The Fed, Still Likes High Quality
In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is…
Ritholtz Likes Telecoms, Wary of Gold
Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves.…
Oberweis: Small Caps Ready to Roll
In his latest Forbes column, newsletter guru Jim Oberweis says small-cap stocks are primed for a strong run. “Ironically the best time to buy small caps is when investors are…
Bogle on Why He Doesn't Invest Internationally
While many investors are focusing on emerging market stocks, which have done quite well in the past decade, Vanguard found John Bogle is skeptical of them. Bogle tells Morningstar that…
Ritholtz: Don't Fight The Fed
Barry Ritholtz says that the market has shown resilience in recent months, and says Federal Reserve’s stimulative policies make it hard to bet against the market. “You can’t really be…
Nygren: Equity Returns Likely to "Dominate" Fixed Income Returns
In his third-quarter commentary, top value fund manager Bill Nygren says equities are “highly likely to dominate returns” from fixed income investments. “We continue to believe that equities are attractively…
Faber: Dump Bonds, Buy Stocks
While saying he’s “ultra-bearish on everything”, Marc Faber — who predicted the 1987 market crash and turned bearish shortly before the 2007-09 bear market began — says investors should sell…
Buffett: Rushing Into Bonds "A Mistake"
Warren Buffett says it’s “quite clear” that stocks are cheaper than bonds right now, and says investors rushing to the perceived safety of bonds are “making a mistake”. “It’s quite…