Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may…
Category: asset allocation
Herro's Take On Greece
Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may…
Gross On The Next Liquidity Crisis
Bond guru Bill Gross says that, once the global flood of quantitative easing ends, we could be in for another liquidity crisis. (more…)
Siegel: September Rate Hikes Would Lead To Strong Q4
Author and Wharton Professor Jeremy Siegel says that, if the Federal Reserve does start increasing interest rates in September, it could be a blessing for the stock market. (more…)
Top Fund Manager On The Danger Of Index Funds
Passive investing in index funds has gained a lot of steam in recent years. But top-performing fund manager David Winters says index-fund investing can actually be dangerous. (more…)
Cooperman Talks Stocks, Bonds, And Oil
Hedge fund guru Leon Cooperman says stocks are fully and fairly valued. Bonds are another story, though, he says. (more…)
Why Risk And Age Aren't As Tied As You Think
In the investing world, the standard thinking seems to be that the older you get, the less risk you should take on. But Charles Schwab’s Liz Ann Sonders says that’s…
Don't Get Tempted By Europe, Bond Guru Says
Top bond fund manager Bonnie Baha of DoubleLine Capital says that, with central banks around the globe distorting asset values, investors shouldn’t be tempted into taking on riskier bets in…
Fisher On False Fears, And False Hopes
Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes”…
R-Squared Indicator Says Market Could Get Scary
Wells Capital’s James Paulsen has been bullish — correctly — throughout much of the bull market that began in March 2009. But now, Paulsen says that a key sentiment indicator…