Investment gurus

Giles Hargreave: get ready for volatility

While a recession in the near-term seems unlikely, investors should prepare for more volatility in the markets.

Ray Dalio: the sun is shining on the global economy

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.

Satyajit Das: The market is too optimistic

Optimists think all is well in the wider economy. Author Satyajit Das is not so sure.

Albert Edwards: Bitcoin is a bubble

That bitcoin is in a bubble is beyond doubt, reckons investment guru Albert Edwards. The trouble is, it’s distracting us from another bubble.

David Rosenberg: The last year of the cycle

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.

Ben Inker: what could go wrong

Inflation in America probably won’t surge higher, reckons GMO’s Ben Inker. Nevertheless, investors shouldn’t discount it.

Chris Iggo: bitcoin is no currency

Bitcoin may be a phenomenal speculative punt, reckons Axa Investment Management’s Chris Iggo. But a functioning currency it is not.

Jim Rogers: Another bear market is coming

Jim Rogers disagrees with Federal Reserve governor Janet Yellen’s assertion that there will never be another bear market in her lifetime.

Neil Woodford: red lights are flashing in the markets - but Brexit is a huge opportunity

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: don't underestimate bitcoin

Peter Thiel, co-founder of PayPal and ex-CEO of hedge-fund group Clarium Capital, is generally sceptical of cryptocurrencies. But not bitcoin.

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