Top fund manager Donald Yacktman is high on some big-name stocks, including Viacom, ConocoPhillips, and Microsoft. Here he tells Bloomberg what he likes about some of his holdings, and what…
Category: Economy
Hussman: Market Still Overvalued
John Hussman says technicals and fundamentals are battling it out in the market. And, while the former may take stocks higher in the short term, the latter will win out…
Shiller Expecting Double-Dip Recession
Yale economist and home price index co-creator Robert Shiller says he’s not sure where housing prices are headed, but he is worried about the broader economy. “I’m worried about a…
Siegel: Valuations Among Most "Persuasive" in Decades
Wharton professor and author Jeremy Siegel tells Bloomberg that he expects a “soft” second-quarter GDP reading, but he continues to believe we will not see a double-dip recession. Siegel also…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…
El-Erian: Market Looking for Top-Line Growth -- and Not Getting It
PIMCO’s Mohamed El-Erian says that the “new normal” is starting to play out, with a lack of top-line growth causing the market to adjust and reprice. “For a while, revenue…
Bolton on China: Small Firms, Big Opportunities
Anthony Bolton, the highly successful U.K. fund manager who came out of retirement this year to take over a new China-focused fund for Fidelity, is particularly keen on smaller Chinese…
The "Last Optimist Standing"
In a recent presentation given during the Wharton School’s Global Alumni Forum, professor and author Jeremy Siegel said that generous unemployment benefits may be inflating the U.S.’s unemployment rate, and…
Nygren: How Stocks Could Double in Five Years
Bill Nygren, whose Oakmark and Oakmark Select funds are both in the top 2% of their category over the past decade, thinks stocks could double in the next five years…
Doll: Economy Fragile, but Double Dip Unlikely
In his latest market commentary (provided on Advisor Perspectives’ web site), Blackrock’s Bob Doll says the economy has hit a “soft patch”, but that he thinks the odds of a…