Gross on Interest Rates, U.S. Competitiveness
PIMCO bond guru Bill Gross says he thinks the Federal Reserve will keep interest rates low “for years”. In an interview with Bloomberg, Gross also talks about what policies he…
Winters Taps Emerging Market Growth Via Europe
Top fund manager David Winters says he’s trying to get exposure to emerging market growth, but he’s doing so in an unconventional way: by focusing on European stocks. Winters tells…
Reese: Value or Growth? Use Both
In his latest column for NASDAQ.com, Validea CEO John Reese says investors shouldn’t think they have to choose between being a value investor or a growth investor. “While often portrayed…
Herro: There's Value in Japan
Oakmark’s David Herro says he’s finding opportunities in an area many investors are shunning: Japan. While Japan has been dogged by weak economic growth, a languishing stock market, and long-term…
Fisher Welcomes Gridlock, Likes Emerging Market Airlines
With the mid-term elections in the rear-view mirror, Kenneth Fisher says gridlock should be upon us — and that’s a good thing for stocks. “We haven’t had a negative stock…
Hulbert on The Tax-Loss Selling Effect
With the year winding down, Mark Hulbert says history indicates it’s almost time for small-cap stocks to outperform their larger peers. The reason: tax-loss selling (that is, when investors sell…
Top Fund Manager Talks Strategy
While investors have been pouring cash into emerging market stocks and shunning European and U.S. shares, top fund manager N. David Samra is doing just the opposite. Forbes reports that…
Tilson, Heins Like Money Managers
In their latest column for Kiplinger’s magazine, Whitney Tilson and John Heins say they are high on an unloved area of the market: money management firms that specialize in stock…