A number of the world’s top investment strategists recently gathered for Barron’s annual roundtable to offer their thoughts on where the economy and markets are heading. David Herro, Abby Joseph…
Category: Market Valuation
Paulsen: Look Deeper at Valuations
Nearly six years into the bull market, the S&P 500 is trading at somewhat elevated but far from euphoric valuations. But in a recent note, Wells Capital’s James Paulsen says…
Herro Talks China, Oil
Fund Manager Of The Decade David Herro says that, while they are causing short-term bumps, the decline in oil prices and reforms in China should help investors down the road.…
Bull In Tact, But It Could Get Volatile, Sonders Says
Charles Schwab’s Liz Ann Sonders thinks the bull market that began in 2009 is in a “mature” phase, but not so mature that it will come to an end anytime…
Buffett On Why You Shouldn't Overreact To The Total Market/GDP Ratio
In an interview at Fortune’s Most Powerful Women Summitnot long ago, Warren Buffett talked about his investment approach, the US economy, and a number of other investment and economic issues…
Siegel: Gains Will Be Harder To Come By
Wharton professor Jeremy Siegel proved to be right on with his prediction about the Dow Jones Industrial Average hitting 18,000 by the end of 2014. Now, heading into 2015, Siegel…
McLennan: Patience Is Key
First Eagle Global Fund’s Matthew McLennan says he’s finding markets expensive. McLennan tells WealthTrack that his fund has a cash position in the 20% range, because he’s having trouble finding stocks…
Herro: Risk-Reward Better For Europe
Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus. (more…)
Rogers: Time To Look For Bargains
Top fund manager John W. Rogers Jr. says fears have become abundant again in the stock market — and that has him looking for bargains. (more…)
Rodriguez Sees Another Crisis Coming
Top strategist Bob Rodriguez of FPA sees a financial crisis coming in the next few years that will be at least as big as the Great Recession, and he thinks…