It’s safe to say that David Stockman, former US government budget director, is not impressed by President Donald Trump
Funds are getting so big they can’t stoop to pick up smaller firms. That’s great for nimbler players such as Nick Greenwood, says Merryn Somerset Webb.
The manic presenter of the Mad Money show on CNBC and founder of TheStreet.com is bullish.
It’s not the technology that investment bank boss Jamie Dimon has a problem with. It’s the cryptocurrency.
Lindsell Train has notched up considerable success by focusing on a few core stocks. Merryn Somerset Webb talked to Michael Lindsell about his strategy.
James Simons started his hedge fund in 1978. Between 1989 and 2016, he returned just under 40% a year after fees.
Investors are starting to pay attention to the risks that climate change poses, says Jeremy Grantham of US fund manager GMO.
Leon Levy made a fortune from betting against the crowd.
Faltering consumer confidence which raises the prospect of “a more significant economic slowdown in the second half of the year”, says JP Morgan’s Stephanie Flanders.
Oakmark Select’s Bill Nygren agrees that US stocks are expensive – but not overvalued.
The former chancellor of the exchequer was bang on the money when he predicted the worst in 2008. And he is particularly optimistic now.