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…
Category: Gurus
Mobius: Low Yields and Inflation Will Push Money Into Stocks
Templeton Asset Management’s Mark Mobius says that the combination of low-yielding fixed-income investments and looming inflation fears will have investors moving out of Treasurys and into stocks. “People are now…
Biggs Getting More Bullish
Hedge fund guru Barton Biggs has been increasing his exposure to stocks, saying that their relative attractiveness compared to bonds and fixed-income investments will drive investors toward them. “I’ve been…
Cinderella Stocks from the Gurus
Unheralded programs like Ohio University and Lehigh have played Cinderella in this year’s NCAA basketball tournament, knocking out highly seeded schools with long histories of basketball prominence. And in his…
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…
OSAM: Shareholder Yield Surpasses Dividend Yield
While paltry fixed-income yields have had investors on the prowl for high-dividend stocks, James O’Shaughnessy’s firm says they should be looking in another place for yield. “Though dividend yield works…
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…
An Industry That Can Beat Back Inflation
In his latest column for RealMoney.com, Validea CEO John Reese says inflation can be a big hindrance to good investing returns, and highlights one industry — pharmaceuticals — that has…