Investment gurus

James Montier: MMT could be worth a try

MMT is doing a better job of providing insights into the functioning of the modern economy than conventional neoclassical economics, says James Moniter of GMO.

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.

Joseph Stiglitz: bitcoin will be “regulated into oblivion”

Joseph Stiglitz © Getty Images

Economists Joseph Stiglitz Nouriel Roubini and Kenneth Rogoff fear bitcoin will be “regulated into oblivion” as authorities clamp down on money laundering.

Jim Cramer: FANGs can withstand trade tensions

Jim Cramer © Getty Images

FANG stocks – the big tech companies – are perfect for current market conditions, says former hedge-fund manager Jim Cramer.

Jim Rogers: South Korea's bright spot

Jim Rogers

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.

Albert Edwards: investors are missing the real danger

Albert Edwards, global strategist, Societe Generale

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.

Paul Tudor Jones: stockmarket could go "crazy"

Paul Tudor Jones © Getty Images

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.

Leon Cooperman: no fan of tariffs

Leon Cooperman © Getty Images

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

Howard Marks: private equity is finding it too easy to raise money

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.

Paul Krugman: pain ahead for emerging markets

Paul Krugman

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.

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