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.
2018 is starting to look a lot like 1988, 1999 and 2006, reckons investment guru David Rosenberg. Investors should make the most of the next 12 months.
Inflation in America probably won’t surge higher, reckons GMO’s Ben Inker. Nevertheless, investors shouldn’t discount it.
Bitcoin may be a phenomenal speculative punt, reckons Axa Investment Management’s Chris Iggo. But a functioning currency it is not.
Jim Rogers disagrees with Federal Reserve governor Janet Yellen’s assertion that there will never be another bear market in her lifetime.
There are “so many lights flashing red that I am losing count”, says fund manager Neil Woodford. But Brexit doom-mongers are profoundly wrong about the prospects for the UK economy.
Peter Thiel, co-founder of PayPal and ex-CEO of hedge-fund group Clarium Capital, is generally sceptical of cryptocurrencies. But not bitcoin.
Professor Niall Ferguson of Harvard University reckons there are a lot of similarities between now and the days before the last financial crisis.
The past eight years have been great for stocks. However, Jack Bogle, the founder and former CEO of passive-funds pioneer Vanguard Group, thinks that investors should brace themselves for lower returns.
Buying bitcoin is just a form of gambling, says Francisco García Paramés, Spain’s best-known fund manager – and he doesn’t see the appeal.
It’s only a matter of time before stock prices revert to the mean, reckons Wally Weitz of Weitz Investments.