Jason Trennart of Strategas Research Partners says there is no good alternative to stocks in today’s low-rate world, and he thinks it’ll remain that way until inflation really starts to…
Category: asset allocation
Herro Talks Europe and Japan
Top fund manager David Herro says he’s not letting macroeconomic events change his investment approach. (more…)
Hawkins & Cates: M&A Limiting Value Opportunities
Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…
Arnott Talks Indexing, And Why Wall Street Hates Math
In an interview with Bloomberg View’s Barry Ritholtz, Research Affiliates’ Rob Arnott recently talked about the fundamental indexing approach that he pioneered. (more…)
Bonds Push Stattman Toward Cash
Top fund manager Dennis Stattman is holding about 20% of his portfolio in cash. But unlike bubble-wary investors, he’s holding cash because of the bond market, not the stock market.…
Paulsen: Diversify, But Don't Ditch Stocks
Wells Capital’s Jim Paulsen sees some short-term weakness ahead for stocks, leading him to recommend shifting some money from cyclical stocks into more defensive sectors. (more…)
Dreman Says The Bull Has Years Left
While many are worrying about a bear market, contrarian guru David Dreman thinks the bull has a long ways to run — though not without some bumps along the way.…
Sonders: Economy Looking Up
Charles Schwab’s Liz Ann Sonders thinks that the economy is improving following a weak first quarter, and thinks the bull market isn’t done. (more…)
Romick: "We're In The Business Of Looking For Bad News"
Morningstar Fund Manager Of The Year Steven Romick isn’t finding a lot of bargains in the markets right now, but in a recent WealthTrack interview he did discuss some areas…
Romick "About As Bearish As We've Ever Been"
Steven Romick, one of Morningstar’s fund managers of the year in 2013, has grown very bearish and has upped his cash position to about 40% of his portfolio. (more…)