Mark Mobius, manager of Templeton Emerging Markets Investment Trust says that emerging markets have a lot of room left to run, and that “frontier markets” — those in the very…
Category: Sector Data
Doll: "New Normal" Could Look Like an Older Normal
In an interview with MarketWatch’s Chuck Jaffe, Blackrock Global Chief Investment Officer of Equities Bob Doll gives his take on what to expect from the economy and the markets as…
The Next Asset Bubble?
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are…
Fisher: Fossil Fuels Not Going Anywhere
In his latest Forbes column, Kenneth Fisher says that — despite the push for renewable fuel sources such as wind power — fossil fuels will be in heavy demand for…
Muhlenkamp Says Expectations Lowered, but Still Sees Bargains
Ron Muhlenkamp, whose flagship fund has beaten the S&P 500 by a significant margin over the past 15 years and is up 25% this year, says that investors have “reset…
Paulson on Financial Buying Binge
After profiting hugely from shorting financial stocks last year as the sector tanked, hedge fund guru John Paulson has been buying up beaten-down financials this summer. Paulson has bought a…
Buy-and-Hold, Hedging, and Values: Top Strategists Offer Tips
In a recent panel discussion held by Charles Schwab, several top managers and strategists offered their take on the current market, as well as portfolio management tips regarding buy-and-hold investing,…
Dorfman Adjusts for Post-Recessionary Climate
Thunderstorm Capital Chairman and Bloomberg columnist John Dorfman says the market and economy should continue to trend upward at least into next year. Dorfman says he’s emphasizing industrial cyclicals, materials…
Bouncing Back Strong, Miller Now High on Tech, Financials
Bill Miller — who beat the market for a remarkable 15 straight years before struggling the last three — is bouncing back strong this year, with his Legg Mason Value…
Tech Rebound for Real, Says Oberweis
Newsletter guru and money manager Jim Oberweis says the strong performance of technology stocks this year isn’t a flash in the pan, but instead the start of a longer-term trend.…