Investment gurus

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.

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.

Nouriel Roubini: don't get carried away

Nouriel Roubini © Getty images

The bull run may continue for now. But, reckons the economist, talk of a melt-up may be overdone.

David Rosenberg: don't get too comfortable

David Rosenberg © Getty images

Investors seem to be getting over their fear of a recession, investment guru David Rosenberg has said. But that could be a mistake.

Mark Mobius: beware the communist threat

Mark Mobius © Getty images

The legendary investor is used to iffy regimes in far-flung countries – now it’s Britain and the US that are unnerving him.

A. Gary Shilling: a recession is coming

A. Gary Shilling, president, A. Gary Shilling & Co © Getty Images

A. Gary Shilling was among the few investors to correctly predict a lengthy stagnation in the wake of the financial crisis. Now he’s warning of a recession.

Steve Eisman: short Canada

Steve Eisman

Steve Eisman, the man who made his name by betting against the US housing market ahead of the subprime crash in 2008 now has Canada in his sites.

Jeremy Grantham: keen on emerging markets

Jeremy Grantham © Getty images

Value investor Jeremy Grantham sees better opportunities in emerging markets than in the US over the long term.

Christopher Wood: buy China and India

Christopher Wood, Asia-Pacific markets strategist, CLSA

If you’re after cheap stocks, head to China and India, says analyst and author Christopher Wood.

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