“Bond King” Bill Gross of PIMCO remains high on stocks, saying that he sees the most values in European firms right now. “The United States should grow faster than Europe,”…
Category: asset allocation
Ritholtz High on Cash, Looking for Clarity
Barry Ritholtz, who turned bullish right around the March 2009 low and bearish shortly before the “flash crash” in May, is now sitting largely in cash — but says his…
Romick's Three Current Portfolio Themes
FPA Crescent fund manager Steve Romick, who has a lengthy track record of beating the market, recently talked to Morningstar about his multi-asset approach to portfolio management. Romick says three…
Gross, PIMCO Shifting into Equities
Bond giant PIMCO is making a move into equities, including equities in Europe, according to co-Chief Investment Officer Bill Gross. While some European countries face trouble going forward, Gross tells…
Bogle: Stocks Should Beat Bonds in Next Decade
Vanguard founder Jack Bogle tells Morningstar that he thinks stocks will outperform bonds over the next decade — but that investors need to be able to deal with volatility if…
Grantham Bullish on Timber -- and Little Else
Jeremy Grantham has been sounding bearish lately, but at least one type of investment is piquing his interest: timber. Crain’s New York Business reports that Grantham, speaking at the CFA…
O'Shaughnessy: Want Income? Look at Stocks, Not Bonds
Conventional wisdom is that investors looking for income (as opposed to capital gains) should focus on bonds. But in his latest market commentary on his firm’s web site, James O’Shaughnessy…
Zweig: Time to Sit Tight -- or Tip-Toe into Euro Stocks
While Europe is getting a lot of attention for its debt problems, Wall Street Journal columnist Jason Zweig says the U.S. may be in worse financial condition than many of…
Rogers: This is the Long Overdue Correction
Commodities guru Jim Rogers says the market’s recent stumble is part of an overdue but normal correction. “It’s time for a sell-off, and we’re having it,” he tells Bloomberg. He…
Bogle vs. Gross on Market's Future
Investment legends Bill Gross and Jack Bogle offered differing opinions on what the future holds for the economy and the stock market in this recent CNBC interview. Gross reiterated his…