Heading into 2012, PIMCO’s Bill Gross sees a world of “fatter tails” and “great risk” for global economies and financial markets. “In the face of a delevering zero-bound interest rate…
Category: Economy
Paulsen Sees Job Gains Having Domino Effect
Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that…
Mobius Sees Continued Volatility, But Good Returns
Templeton Asset Management’s Mark Mobius sees more volatility for global markets in 2012, but expects stocks to fare well over the longer term. “Taking a five year view, we expect…
Fisher: Look for Euro Stock Rebound in '12
The European debt crisis dominated the investment world for much of 2011, with eurozone stocks getting pounded. But in 2012, Kenneth Fisher says to key on the same types of…
Krugman on Why Politicians Don't Get Debt
For much of 2011, politicians have been squabbling over how to pare the U.S.’s deficit. But Paul Krugman says they’re misguided in doing so. “This misplaced focus said a lot…
Bogle: Think Long Term -- Very Long Term
Legendary Vanguard founder Jack Bogle says he’s cautious heading into 2012, and that investors need to take a long-term perspective. “With the economy, I’m cautious,” Bogle recently told the Associated…
Grantham's GMO Not As Gloomy On Stocks As You Think
While Jeremy Grantham’s GMO has been gloomy about the outlook on stocks, the firm’s head of asset allocation says there are also good opportunities in the market right now. “We…
Stattman High on Oil Firms, "Nibbling" at Bank Stocks
Blackrock’s Dennis Stattman, whose Global Allocation Institutional fund has been one of the better performing funds in its class over the past five and ten years, says he’s keying on…
Top Manager Getting Less Defensive
Top mid-cap fund manager Jonathan Simon says he’s adding some risk to his portfolio heading into 2012, and is high on some regional banking stocks. Simon tells CNBC that he…
Siegel Sees Historic Buying Opportunity
Wharton professor and Stocks for the Long Run author Jeremy Siegel says stocks are as cheap as they’ve been since the early 1950s, when the interest-rate climate is taken into…