In his latest memo to clients, billionaire distressed-debt investor Howard Marks admits he is increasingly concerned about rising “anti-capitalist sentiment” in the US.
The biggest risk to the ongoing bull market is widening credit spreads, says David Rosenberg of Gluskin Sheff.
Investing in digital doesn’t mean sticking solely to traditional tech firms, says fund manager Nick Train.
Economists Joseph Stiglitz Nouriel Roubini and Kenneth Rogoff fear bitcoin will be “regulated into oblivion” as authorities clamp down on money laundering.
FANG stocks – the big tech companies – are perfect for current market conditions, says former hedge-fund manager Jim Cramer.
Jim Rogers, co-founder with George Soros of the Quantum Fund, reckons that South Korea could be a bright spot in an otherwise grim-looking financial landscape.
Investors are worrying about the US and China, and US interest rates, but the real danger is higher US tariffs on German cars, says Society Generale’s Albert Edwards.
Hedge fund manager Paul Tudor Jones, who predicted the October 1987 crash, believes the stockmarket will rally later this year, even in the face of tightening monetary policy.
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.