It’s safe to say that David Stockman, former US government budget director, is not impressed by President Donald Trump
The fall in US stock prices has been a long time in coming, reckons investment guru Peter Schiff.
Cheah Cheng Hye – dubbed “Goldfinger” and the “Asian Warren Buffett” – is the co-founder and chairman of Hong Kong-based Value Partners Group.
Bill Gross of Janus Henderson reckons we’ve seen the turning point in bonds as the 35-year bear market “is starting to come out of hibernation”.
While a recession in the near-term seems unlikely, investors should prepare for more volatility in the markets.
Ray Dalio, the founder of Bridgewater Associates, thinks conditions in the global economy look “pretty sunny”. But for investors, political issues are now more important than macroeconomic ones.
Optimists think all is well in the wider economy. Author Satyajit Das is not so sure.
That bitcoin is in a bubble is beyond doubt, reckons investment guru Albert Edwards. The trouble is, it’s distracting us from another bubble.
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.