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.
Investing guru Nouriel Roubini reckons that if America launches a trade war, there won’t be any winners.
Fund manager Terry Smith thinks basing your investment decisions on global events is a waste of time.
Mario Gabelli, founder, chairman and chief executive of GAMCO Investors, thinks investors should own a piece of a baseball team.
Angus Tulloch’s strategy was simple but effective: buy well-run firms in industries with barriers to entry that are generating strong returns on capital.
With central banks slowly tightening monetary policy, and the the “violently random” trading environment of recent months, stocks are bound to suffer, says Dennis Gartman. It’s time to hold cash.
Effective companies are about people working well together, says Hugo Young, manager of the Aberdeen Global Asia Pacific Equity Fund.
It’s not inflation and rising interest rates investors should be worried about, reckons fund manager Nick Train. It’s protectionism.
Interest rates have been so low for so long, many people in financial markets today don’t know any different.
Over time, Peter Spiller changed the strategy of the Capital Gearing Trust to focus on preserving capital.
Prices for averagely decent firms have hit an all-time high, warns Warren Buffett.