Top U.K. fund manager Neil Woodford sees a “wave of optimism” among stock investors, and says it may be unjustified given the state of the global economy. “The current wave…
Category: Economy
Shiller Not Convinced Housing Has Bottomed
Yale Economist Robert Shiller says he’s not sure the housing market has yet hit the turning point that some analysts say it has hit. Shiller tells CNBC that prices have…
Goldman: Equities Cheapest vs. Bonds in a Generation
In a new report, Goldman Sachs says that stocks are as attractive compared to bonds as they’ve been at any time in the last generation, and that investors would be…
Fisher: Stars Aligning for China in 2012
Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in…
ECRI Says Economic Data Has Too Much Seasoning
The Economic Cycle Research Institute is continuing to stand by its recession call, and now contends that a reason for the recent improvement in U.S. economic data is a problem…
Top U.K. Manager Bullish on U.S.
Top U.K. fund manager Robin Geffen has increased his Neptune Global Equity fund’s U.S. allocation to its highest level ever, saying that the American economy stands out among other developed…
More On Inflation And Asset Allocation
Last week, we highlighted a MarketWatch column that referenced a new study showing that stocks, against conventional wisdom, have actually served as poor hedges during periods of marked inflation. But…
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit…
Sonders: No QE3, No Problem
The Federal Reserve didn’t give any indications after its last meeting that it will be undertaking a third round of quantitative easing, and Charles Schwab Chief Investment Strategist Liz Ann…
El-Erian: Unemployment Data Good, But Economy Not At "Escape Velocity"
PIMCO’s Mohamed El-Erian sees a lot to like in the March jobs report, but says a number of concerns remain for the economy. El-Erian tells Bloomberg that in addition to…