Investment gurus

David Rosenberg: don’t believe the Fed

The US Federal Reserve isn’t expecting a recession. But the, it never does, says David Rosenberg of Gluskin Sheff. Even when one is just around the corner.

Ray Dalio: back to the 1930s

In economic and political terms, today’s environment has a lot in common with the late 1930s, warns Ray Dalio, founder and co-chief investment officer of Bridgewater Associates, the world’s biggest [...]

Howard Marks: there's sanity in stocks

Howard Marks © Getty images

Distressed debt investor and author Howard Marks thinks US stocks have further to run.

David Rosenberg: this is a “Potemkin market”

You need only look at the global bond market to see that we are in unprecedented territory, says David Rosenberg of Gluskin Sheff.

James Montier: MMT could be worth a try

MMT is doing a better job of providing insights into the functioning of the modern economy than conventional neoclassical economics, says James Moniter of GMO.

Kyle Bass: America is at risk of turning Japanese

Hedge fund boss Kyle Bass thinks that the US is heading for recession, with even the gloomiest projections wrong.

Sonal Desai: the Federal reserve is too relaxed

The US central bank is being far too relaxed about the potential consequences of taking out an “insurance” interest-rate cut reckons Sonal Desai of Franklin Templeton.

Mark Mobius: “I love gold”

Gold bars © iStockphotos

Mark Mobius, perhaps the best-known emerging markets investor in the world, reckons that gold should form at least 10% of any investor’s portfolio. And now is a good time to buy.

Nouriel Roubini: recession is certain

Nouriel Roubini, described by Bloomberg as a “renowned doomsayer”, is concerned that we are heading for a global recession next year.

A Gary Shilling: we're already in a recession – but the future is bright

Gary Shilling, president of the economic research firm A. Gary Shilling & Co. © Jonathan Fickies/Bloomberg via Getty Images

Author and strategist A Gary Shilling says the US economy is declining. But a recession won’t last, and things are looking good in the longer term.

David Rosenberg: Fed may be getting ready to cut

Jerome Powell © Getty Images

Federal Reserve chairman Jerome Powell looks as though he is now getting ready to cut interest rates, says David Rosenberg, chief economist at Gluskin Sheff.

Warren Buffett: making deals is hard right now

Warren Buffett © Getty Images

Warren Buffett, America’s best-known investor, has plenty of cash. But the 88-year-old is struggling to spend it.

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