Sonders Sounding Bullish, Sees Possible Return of Animal Spirits
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a number of concerns about the global economy remain, several positive signs — including falling correlations, improving employment conditions,…
Study: Emerging Markets Offer Diversification -- But Not Through Funds
In recent years, throngs of investors have piled into emerging market exchange-traded funds, with many seeking to diversify their portfolios by investing in a broad swath of emerging market companies.…
Fisher Looks to "Hero CEOs"
Ken Fisher says that, with the bull market maturing, investors can make hay by keying on star CEOs. “Usually the first third of a bull market is led by stocks…
Tilson: Apple's Good, But Microsoft Is Better
While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue…
Five Guru-Inspired Bargains for Any Market
In his latest article for Forbes.com, Validea CEO John Reese looks at the range of opinions about the broader stock market’s current valuation. Reese notes that some, like Yale Economist…
Grantham, GMO See Small Cap Trouble
While small-cap stocks have had an excellent run, top value investor Jeremy Grantham and his firm aren’t too high on the little guys going forward. GMO, Grantham’s firm, has released…
Greenblatt: Market Fairly Valued, Plenty of Opportunities
Author and hedge fund guru Joel Greenblatt says he thinks the market is in the range of fair value, and says he’s finding plenty of attractive stocks right now. Greenblatt…
El-Erian Talks Deficit Reduction, Interest Rates
PIMCO’s Mohamed El-Erian says he’s more optimistic than he was a few months ago about U.S. deficit reduction, though he says it’s a complex issue that won’t be easy to…