While many investors are fleeing the continent, some top fund managers are finding value in Europe. At the 2012 Morningstar Investment Conference, Longleaf Partners’ O. Mason Hawkins said that P/E…
Category: Economy
Bogle: Stand Pat Amid Downgrades
Vanguard founder Jack Bogle says that investors shouldn’t overreact to the news about Moody’s downgrading 15 banks and financial firms, and says Thursday’s big down day for the market was…
Romick on the Fed's Dangerous Game
Top fund manager Steven Romick says the Federal Reserve’s “grand experiment” of propping up asset values will have “severe ramifications” for investors. Romick tells Morningstar that the Fed is trying…
PIMCO on Why Inflation Will Rear Its Head
Top fund manager Mihir Worah of PIMCO says not to be lulled into complacency by the low inflation we’ve seen in recent years. “We expect global inflation over the next…
Keeping Perspective Amid the Euro Hype
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at the European debt crisis and…
Could Yields Stay Ultra-Low Well Past 2014?
Many investors have been operating under the belief that interest rates will rise in a year or two, with investors demanding higher yields and more financial accountability from lawmakers. But…
El-Erian: Retain Optionality, Because Opportunities Will Be There
PIMCO’s Mohamed El-Erian says that it’s good news that countries like China are willing to cut interest rates to spur growth, but that there are major questions about whether that…
Sonders on China, Growth, and The Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she expects stocks of U.S. companies that do more of their business domestically rather than overseas should continue to outperform in…
Sonders Still Sees U.S. Skirting Recession
Top strategist Liz Ann Sonders of Charles Schwab says she continues to think the U.S. will avoid a recession, thanks in part to a continuing “manufacturing renaissance”. “Part of the…
Unlikely Duo Both Like Stocks Over Bonds
Two very different strategists — the bullish Wharton professor and author Jeremy Siegel and the often-bearish Marc Faber of the Gloom, Boom & Doom report — both prefer stocks over…