Arnott, Inker: Tough Finding Values in Stocks -- or Bonds
With a variety of assets — from stocks to bonds to gold — up significantly this year, two top asset allocation strategists are urging a conservative approach heading into 2010.…
Ritholtz, Muhlenkamp Talk Markets
Barron’s assembled several top strategists for a recent round table discussion of where the markets are headed as 2010 nears. Among those participating were Fusion IQ’s Barry Ritholtz, and mutual…
Rogers Buying Dollars -- for Now
Commodities guru Jim Rogers has been very down on the long-term prospects for the dollar for some time. But in the short term, he’s actually buying the U.S. currency. Rogers…
Miller Sees More Gains in 2010
Bill Miller — who once beat the market 15 years in a row — has bounced back strong this year after some recent woes. And moving into 2010, he’s sounding…
Mobius: India Growth Likely to Continue -- But "Dubai-Like" Hit Looms for Market
Templeton Asset Management Executive Chairman Mark Mobius says a recent visit to India has reinforced his belief that the country can keep up its growth rate, but he warns that…
Nygren: Values Are "All Over the Place"
Bill Nygren, whose three Oakmark funds have excelled in 2009 and have strong long-term track records, remains bullish as we head into 2010. Nygren tells CNBC that he’s “very positive”…
Siegel on Inflation, Interest Rates
Author and Wharton Professor Jeremy Siegel says he thinks the Federal Reserve will likely raise interest rates “modestly” by this coming spring — earlier than many expect. But, he tells…
Market-Beating Manager Shifts to "High-Quality"
While much of the 2009 rally has been led by junk-type stocks, another top manager is saying that high-quality blue-chips are the place to be going forward. John Osterweis, whose…