Hedge fund manager David Einhorn says his favoured strategy of value investing – buying out-of-favour companies – has struggled as growth company stocks have shot up.
Billionaire hedge fund manager and ex-Goldman Sachs partner Leon Cooperman is “not a fan” of President Donald Trump’s tariffs on America’s allies, and hopes he will back down
A flood of “easy money” from investors is leaving private equity groups to pay too much for deals and lower their standards, says billionaire investor Howard Marks.
The current situation in emerging markets is looks similar to how it did just before the Asian financial crisis of the late 1990s, says Paul Krugman.
Cryptocurrencies may be yet another in a long line of failed attempts to establish new kinds of money, says Nobel-prize inner and professor of economics, Robert Shiller.
Merryn Somerset Webb talks to economist Dambisa Moyo about her new book, and how to improve democracy and deliver prosperity not just in the West, but the whole world.
Steve Eisman, managing director of Neuberger Berman, is worried about Canada’s housing bubble; gloomy on Deutsche Bank; and sceptical of cryptocurrencies.
Alan Greenspan, former head of the Federal Reserve, says the US economy is heading towards stagflation.
No need to predict the rising price of gold – the market will prove it soon enough.
All the indicators point to a looming 30% fall in the S&P 500 and the Dow Jones Industrial Average, says investor Mark Mobius, founder of Mobius Capital Partners.
Jonathan Ruffer of Ruffer Investments reckons the recent volatility in share prices is just the beginning.