Investment gurus

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.

A. Gary Shilling: a recession is coming

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.

Felix Zulauf: the world of managed economies

Felix Zulauf © Getty images

Wealth manager Felix Zulauf reckons we can wave goodbye to free-market economies.

Ray Dalio: beware a dollar slump

US dollar bill

Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund, has warned the dollar could lose almost a third of its value.

Peter Schiff: the buck is heading for bust

Peter Schiff

America is slipping into a recession and yet everybody is blind to it.

Satyajit Das: textbook recipe for an emerging-market crisis

Satyajit Das © Getty Images

The current turbulence of emerging markets should not come as a surprise to anyone, says Satyajit Das.

Jeffrey Gundlach: bond yields face a squeeze

Jeffrey Gundlach, founder and chief executive of DoubleLine Capital, is warning that the record number of bets made in the futures market in favour of higher bond yields could “cause quite a squeeze”.

Jim Rogers: buy gold

Jim Rogers © Getty images

Commodities guru Jim Rogers thinks the current oil price is a floor, not a ceiling – but his favourite picks are gold and silver.

Martin Feldstein: the bull run is running out of steam

Martin Feldstein © Getty images

Martin Feldstein, the economist who chaired US president Ronald Reagan’s Council of Economic Advisers, predicts that the bull run in stocks may soon come to an end.

David Einhorn: value is struggling

David Einhorn, founder and president of Greenlight Capital

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.

David Rosenberg: beware widening credit spreads

David Rosenberg © Getty Images

The biggest risk to the ongoing bull market is widening credit spreads, says David Rosenberg of Gluskin Sheff.

Nick Train: digital will thrive, but pick well

Nick Train

Investing in digital doesn’t mean sticking solely to traditional tech firms, says fund manager Nick Train.

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