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.
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.
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, America’s best-known investor, has plenty of cash. But the 88-year-old is struggling to spend it.
The bull run may continue for now. But, reckons the economist, talk of a melt-up may be overdone.
Investors seem to be getting over their fear of a recession, investment guru David Rosenberg has said. But that could be a mistake.
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 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, 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.
Value investor Jeremy Grantham sees better opportunities in emerging markets than in the US over the long term.
If you’re after cheap stocks, head to China and India, says analyst and author Christopher Wood.