While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce…
Tag: Consuelo Mack
Cohen Says Developed Markets More Attractive than Emerging Markets
Goldman Sachs’ Abby Joseph Cohen says that, while she likes the growth prospects of emerging markets, she’s seeing more value in investments in developed markets like the U.S., Europe, and…
Yacktman on How to Make Hay by Treating Stocks Like Bonds
In an interview with WealthTrack’s Consuelo Mack, top fund manager Donald Yacktman talks about how he has been able to outperform 99% of funds in his category over the past…
Gross Talks Deleveraging, Deficits, and the New Normal
In Consuelo Mack’s latest WealthTrack interview, PIMCO’s Bill Gross talks about the “New Normal” he envisions for the economy and investing world. Gross says that deleveraging and the need for…
Doll: Stimulus Still Offers "Wind" at Investors' Backs
In the latest episode of Consuelo Mack’s WealthTrack, BlackRock Global Chief Investment Officer of Equities Bob Doll says government stimulus is still providing a wind at the market’s back, and…
Trahan, Hyman on What to Expect in 2010
In a new interview with WealthTrack’s Consuelo Mack, ISI Group’s Francois Trahan and Ed Hyman — two of the top-rated strategists in their fields — offer their takes on where…
Doll: Growth to Be Subpar, But Stocks Should Rise
In Consuelo Mack’s latest WealthTrack interview, Blackrock’s Bob Doll says he sees subpar growth on the horizon for the U.S. — but rising equity prices as well. Doll, vice chairman…
M.I.T. Hedge Fund Guru Shares His Secrets
In an interview with WealthTrack’s Consuelo Mack, hedge fund manager, author, and M.I.T. professor Andrew Lo says that the financial crisis has shown that a new type of diversification is…
Swensen on Why Individual Investors Will Always Be at a Disadvantage
WealthTrack has released some previously unaired parts of Consuelo Mack’s May interview with Yale Chief Investment Officer David Swensen. In the clip below, Swensen discusses a variety of topics, including…
Market Opportunities, but Long U.S. Economic Recovery, Strategists Say
Three top market strategists — Francois Trahan of ISI Group, Dennis Stattman of the Blackrock Global Allocation Fund, and John Dorfman of Thunderstorm Capital — had some encouraging views on…