Woodford Says Economy Doesn't Support "Wave of Optimism"
Top U.K. fund manager Neil Woodford sees a “wave of optimism” among stock investors, and says it may be unjustified given the state of the global economy. “The current wave…
Shiller Not Convinced Housing Has Bottomed
Yale Economist Robert Shiller says he’s not sure the housing market has yet hit the turning point that some analysts say it has hit. Shiller tells CNBC that prices have…
Dividends a "Powerful Theme", Says Top Fund Manager
Royce and Associates’ Charlie Dreifus, whose Royce Special Equity fund is in the top 11% of its category over the past ten years and the top 5% over the past…
Goldman: Equities Cheapest vs. Bonds in a Generation
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…
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…