Dan Fuss, vice-chairman of Loomis Sayles and manager of the Loomis Sales Bond Fund, has been in the fixed-income markets more than half a century. Over the last ten years,…
Tag: Federal Reserve
Value Stocks Could Start to Outperform Once Fed Starts Increasing Rates
Roger Mortimer, senior vice-president of CI Investments in Toronto, predicts that market sentiment will begin to favor value stocks once the Fed raises rates. He notes historical data suggesting that…
Bull Markets Dominate Bear Markets in Length & Returns
Putnam Investments put out a chart showing the bull and bear markets since 1949 (hat tip to Barry Ritholtz over at the Big Picture blog). The chart below highlights a…
Bull Markets Dominate Bear Markets in Length & Returns
Putnam Investments put out a chart showing the bull and bear markets since 1949 (hat tip to Barry Ritholtz over at the Big Picture blog). The chart below highlights a…
Dalio Sees Significant QE Before Significant Rate Hike
Hedge fund guru Ray Dalio says he expects the Federal Reserve to make a significant quantitative easing move before it makes a significant interest rate hike. “To be clear, we…
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
Grantham On The 10 Things That Really Matter
What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Gundlach Says Not To Count On A 2015 Fed Rate Hike
For some time now, the consensus has been that the Federal Reserve will finally start raising interest rates this September. Don’t count on it, says bond guru Jeffrey Gundlach. (more…)
Siegel: September Rate Hikes Would Lead To Strong Q4
Author and Wharton Professor Jeremy Siegel says that, if the Federal Reserve does start increasing interest rates in September, it could be a blessing for the stock market. (more…)