In his latest memo to clients, billionaire distressed-debt investor Howard Marks admits he is increasingly concerned about rising “anti-capitalist sentiment” in the US.
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.
Asian markets have started to come back to the party after several years of poor performance, reckons strategist John Redwood.
Merryn Somerset Webb talks to author, academic and fund manager Richard Thaler about pensions freedom, central bankers and fund management fees.
The US stock-market has continued to do well in recent months, despite high valuations, but contrarian investor Ned Davis of Ned Davis Research is wary.