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Investment gurus

Martin Gilbert: most assets still look “reasonable” value

Only government bonds seem too expensive, says Martin Gilbert, vice chairman of Standard Life Aberdeen.
24 Jan 2020
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Investment gurus

Larry Fink: climate change will "reshape finance"

Larry Fink, chief executive, BlackRock, believes that changes in the global climate will redefine the way modern markets work.
21 Jan 2020
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Stock markets

Ben Inker: better times ahead for value investors

The years of pain for value investors could soon be at an end, GMO's Ben Inker said in a recent newsletter.
29 Dec 2019
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Economy

Jamie Dimon: the wealth gap is a huge problem

America's wealthy have been getting wealthier, says Jamie Dimon, chairman and CEO, JPMorgan Chase. The rest of the population hasn't kept pace.
18 Nov 2019
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Economy

Jim Mellon: dividend stocks look cheap – but beware inflation

John Stepek talks to Jim Mellon ahead of the MoneyWeek Wealth Summit to get his views on some of the hottest topics in finance today.
13 Nov 2019
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Economy

Paul Tudor Jones: investors can't ignore elections

The 2020 US presidential election will have a massive impact on stockmarkets, reckon staff at Paul Tudor Jones’ investment firm
11 Nov 2019
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Investment strategy

MMT is coming, the US dollar is here to stay, and “value” investing is dead: an interview with Dylan Grice

John Stepek talks to Dylan Grice about everything from inflation, MMT and he US dollar to the Bull market in "duration" and the future of the financia…
7 Nov 2019
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Economy

Howard Marks: don't rule out negative interest rates in the US

Current conditions in the US don't call for negative interest rates. But that doesn’t rule them out, says Howard Marks, founder of Oaktree Capital Man…
5 Nov 2019

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Investment strategy

The death of value investing and the road to an era of inflation

John Stepek talks to Dylan Grice, co-founder of Calderwood Capital, about inflation, duration and the “death” of value.
31 Oct 2019
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Economy

Bill Gross: the danger for markets of ever-lower interest rates

Bill Gross – the billionaire co-founder of giant asset manager Pimco, is worried about the effect long-term low interest rates are having on the marke…
21 Oct 2019
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Economy

Gervais Williams: how will we get out of a recession?

We've endured plenty of recessions before. But the problem this time is that central banks don’t have much room to cut interest rates, says Gervais Wi…
7 Oct 2019
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Economy

Robert Shiller: we could talk ourselves into a crisis

Robert Shiller, the Yale economics professor and winner of the Nobel Memorial prize, believes "stories" can affect economics.
23 Sep 2019
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Economy

David Rosenberg: don't believe the Fed

The US Federal Reserve isn't expecting a recession. But the, it never does, says David Rosenberg of Gluskin Sheff. Even when one is just around the co…
16 Sep 2019
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Economy

Ray Dalio: back to the 1930s

In economic and political terms, today’s environment has a lot in common with the late 1930s, warns Ray Dalio, founder and co-chief investment officer…
9 Sep 2019
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Stock markets

Lord Rothschild: stocks could be on thin ice

Can firms maintain their currently high levels of profits against this backdrop? Lord Rothschild is sceptical.
26 Aug 2019
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People

Howard Marks: there's sanity in stocks

Distressed debt investor and author Howard Marks thinks US stocks have further to run.
20 Aug 2019
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Bonds

David Rosenberg: this is a “Potemkin market”

You need only look at the global bond market to see that we are in unprecedented territory, says David Rosenberg of Gluskin Sheff.
13 Aug 2019
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Economy

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 Monite…
6 Aug 2019
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Economy

Kyle Bass: America is at risk of turning Japanese

Hedge fund boss Kyle Bass thinks that the US is heading for recession, with even the gloomiest projections wrong.
31 Jul 2019
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Economy

Sonal Desai: the Federal reserve is too relaxed

The US central bank is being far too relaxed about the potential consequences of taking out an “insurance” interest-rate cut reckons Sonal Desai of Fr…
22 Jul 2019
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Gold

Mark Mobius: “I love gold”

Mark Mobius, perhaps the best-known emerging markets investor in the world, reckons that gold should form at least 10% of any investor’s portfolio. An…
15 Jul 2019
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Economy

Nouriel Roubini: recession is certain

Nouriel Roubini, described by Bloomberg as a “renowned doomsayer”, is concerned that we are heading for a global recession next year.
8 Jul 2019
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Economy

A Gary Shilling: we're already in a recession – but the future is bright

Author and strategist A Gary Shilling says the US economy is declining. But a recession won't last, and things are looking good in the longer term.
2 Jul 2019
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Economy

David Rosenberg: Fed may be getting ready to cut

Federal Reserve chairman Jerome Powell looks as though he is now getting ready to cut interest rates, says David Rosenberg, chief economist at Gluskin…
10 Jun 2019
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Stock markets

Warren Buffett: making deals is hard right now

Warren Buffett, America’s best-known investor, has plenty of cash. But the 88-year-old is struggling to spend it.
6 May 2019
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People

Nouriel Roubini: don't get carried away

The bull run may continue for now. But, reckons the economist, talk of a melt-up may be overdone.
29 Apr 2019
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People

David Rosenberg: don't get too comfortable

Investors seem to be getting over their fear of a recession, investment guru David Rosenberg has said. But that could be a mistake.
22 Apr 2019
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People

Mark Mobius: beware the communist threat

The legendary investor is used to iffy regimes in far-flung countries – now it's Britain and the US that are unnerving him.
16 Apr 2019
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Economy

A. Gary Shilling: a recession is coming

A. Gary Shilling was among the few investors to correctly predict a lengthy stagnation in the wake of the financial crisis. Now he's warning of a rece…
8 Apr 2019
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Stock markets

Steve Eisman: short Canada

Steve Eisman, the man who made his name by betting against the US housing market ahead of the subprime crash in 2008 now has Canada in his sites.
1 Apr 2019
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Stock markets

Jeremy Grantham: keen on emerging markets

Value investor Jeremy Grantham sees better opportunities in emerging markets than in the US over the long term.
25 Mar 2019
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Emerging markets

Christopher Wood: buy China and India

If you're after cheap stocks, head to China and India, says analyst and author Christopher Wood.
18 Mar 2019
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People

Kyle Bass: China's stealing needs confronting

Hedge-fund manager Kyle Bass thinks the US should confront China over the stealing of its technology.
11 Mar 2019
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People

Warren Buffett: looking for an elephant

The Sage of Omaha is on the hunt for promising companies, but he may have to be patient.
4 Mar 2019
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Economy

Charlie Munger: bailing out the banks was the right thing to do

Bailing out the banks using quantitative easing after the 2008 financial crisis was the right thing to do, says Charlie Munger, the vice-president of …
25 Feb 2019
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Investment strategy

Yngve Slyngstad: ignore Brexit and carry on

Yngve Slyngstad, who runs Norway’s $1trn investment fund, says investors should pay scant attention to Brexit headlines and think instead of the very …
18 Feb 2019
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Economy

Howard Marks: beware the rise of the anti-capitalists

In his latest memo to clients, billionaire distressed-debt investor Howard Marks admits he is increasingly concerned about rising “anti-capitalist sen…
11 Feb 2019
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Economy

Albert Edwards: the financial ice age is coming

Ultra bear Albert Edwards told a conference in London this month that yields on US government debt will slide below zero percent during the next reces…
25 Jan 2019
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Currencies

Russell Napier: the end of the euro is nigh

The current global monetary system is coming to an end – and the euro could be the main casualty, warns analyst and financial historian Russell Napier…
18 Jan 2019
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Stock markets

Jeremy Siegel: get ready for the rally

Stockmarkets could be getting ready to rally from their recent sharp sell off, reckons investment guru Jeremy Siegel.
11 Jan 2019
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Economy

Alan Greenspan: the bull market is over

Alan Greenspan, the former chair of the Federal Reserve, is worried that the US is heading for a period of stagflation.
27 Dec 2018
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Stock markets

It's not been all bad news for emerging markets

Emerging markets have had a tough year. Still, as investment guru Jeffrey Gundlach notes, they've still outperformed global indices.
14 Dec 2018
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People

Ray Dalio: the warning light is flickering

A full-blown crisis may not be imminent, but investors should nevertheless be wary.
7 Dec 2018
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Commodities

Jim Rogers: what to buy now

Commodities will shine again, says professional investor Jim Rogers – but there are still some equity markets worth putting your money into.
30 Nov 2018
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Investment gurus

Scott Minerd: the collapse in corporate credit

The slide and collapse in investment-grade credit has begun, says Scott Minerd, chief investment officer of Guggenheim Partners.
23 Nov 2018
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Economy

David Stockman: Trump is playing with fire

It’s safe to say that David Stockman, former US government budget director, is not impressed by President Donald Trump
16 Nov 2018
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Stock markets

Steve Eisman: I'll short Britain if Corbyn gets in

Steve Eisman has a basket of about 50 stocks he would short if Britain ends up with a "Trotskyite" prime minister.
9 Nov 2018
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Economy

Paul Volcker: the US is in a "hell of a mess"

Paul Volcker, former chair of America's central bank, isn't happy about the state of the USA.
2 Nov 2018
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People

David Rosenberg: nothing beats the Fed

Following the 1987 crash, the Fed cut rates rapidly, establish the so-called "Greenspan Put". Investors can expect no such repeat.
26 Oct 2018