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…
Category: Gurus
Arnott Likes EMs Over U.S. -- For Stocks And Gov't Bonds
Fundamental indexing guru Rob Arnott says U.S. stocks aren’t cheap, and thinks emerging market equities are offering much more value. “U.S. stocks are actually pretty expensive today, and here’s why,”…
Mobius Talks Emerging Markets
Templeton Asset Management’s Mark Mobius says emerging market stocks are in a “sweet spot” valuation-wise. Mobius tells Bloomberg that on average EM stocks are trading for just 10 times earnings,…
Contrarian Picks for the Gurus
In his latest Nasdaq.com column, Validea CEO John Reese looks at some stocks that have been hit hard in the market’s recent downturn, and which now look like bargains. Reese…
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…
Sonders Still Keen on Tech Sector
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent correction has improved sentiment conditions in the market, which could help support the market if more bad news hits.…
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…
Contrarian Plays in the Oil Industry
In his RealMoney column, Validea CEO John Reese recently took a contrarian look at oil stocks. “Oil at the moment is on a slippery slope. Prices are at their lowest…