Two top Charles Schwab strategists — Chief Investment Officer Jeff Mortimer and Portfolio Manager Paul Alan Davis — said today that the current rally is for real, and that long-term…
Category: asset allocation
Shiller: Be in Stocks & Real Estate, Despite Risks
Yale economist and housing-bust-predictor Robert Shiller says that, while housing and stock prices could well go lower in the short term, now is a good time for investors to be…
GMO: International Equities Promising, Govt. Bonds Dangerous
Jeremy Grantham’s GMO has released its first-quarter 2009 update, and the firm says it will continue to put money back into equities, though with a cautious approach. “Having increased our…
The Bond Fallacy
The bond bandwagon has gotten pretty crowded these days, with big names like Rob Arnott and Gary Shilling both writing that bonds — not stocks — appear to be the…
Risk and Asset Allocation
In a piece written for Forbes’ Intelligent Investing section, David Serchuk today offers some interesting data on risk and portfolio management. One point made by several of those Serchuk interviewed…