James Henderson: buy banks
Bank stocks

James Henderson: buy banks

James Henderson, director of UK investment trusts at Janus Henderson Investors, is a fan of British banking stocks.
22 Feb 2021
Cathie Wood: the superstar investor shooting for the stars
Cathie Wood
People

Cathie Wood: the superstar investor shooting for the stars

Cathie Wood has quietly built a reputation for picking the unloved and misunderstood stocks that go on to thrive. She has just launched a new ETF that…
21 Feb 2021
Bondholders beware – inflation is coming, says Jeremy Siegel
Inflation

Bondholders beware – inflation is coming, says Jeremy Siegel

With vaccines promising an end to lockdowns, inflation won't be far behind, warns Jeremy Siegel, professor of finance at Wharton.
26 Jan 2021
Why investment forecasting is futile
Investment gurus

Why investment forecasting is futile

Every year events prove that forecasting is futile and 2020 was no exception, says Bill Miller, chairman and chief investment officer of Miller Value …
18 Jan 2021
Bill Ackman: beware of short-term market volatility
Investment gurus

Bill Ackman: beware of short-term market volatility

Bill Ackman, founder of the Pershing Square hedge fund, is upbeat on prospects for markets in 2021, but is worried about short-term volatility as coro…
27 Nov 2020
Jonathan Ruffer: tech stocks have become “long-duration assets”
Tech stocks

Jonathan Ruffer: tech stocks have become “long-duration assets”

As with bonds, tech stocks are now held not because of that they are, but because of what investors fear if they don't hold them, says Jonathan Ruffer…
16 Oct 2020
Howard Marks: look to out of favour assets
Investment strategy

Howard Marks: look to out of favour assets

Stocks and bonds promise very low absolute returns, says Howard Marks, co-chairman of Oaktree Capital Management. But out-of-favour assets may still o…
9 Oct 2020
Cover of MoneyWeek magazine issue no 1022, Friday 23 October 2020

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Mark Mobius: Lockdowns are a losing game
Investment gurus

Mark Mobius: Lockdowns are a losing game

An easing up of lockdown efforts is likely to mean ”economic recovery at the end of this year and the beginning of next year”, says Mark Mobius, co-fo…
2 Oct 2020
Will Danoff: buy firms that are doing well right now
Investment gurus

Will Danoff: buy firms that are doing well right now

Forget future earnings, says Will Danoff, portfolio manager at Fidelity. What matters is now.
28 Sep 2020
James Anderson: investors must pay "high multiples" for tech stocks
Tech stocks

James Anderson: investors must pay "high multiples" for tech stocks

Investors must be willing to pay “unreasonable prices” for high-tech growth stocks to take advantage of the huge potential returns that these companie…
14 Sep 2020
Daniel Loeb: fiery activist goes on a buying spree
People

Daniel Loeb: fiery activist goes on a buying spree

Daniel Loeb is known as a sharp-tongued investor who buys stakes in companies and then shakes them up. But the pandemic caught him flat-footed and he …
14 Sep 2020
Anatole Kaletsky: I was wrong to be bearish on stocks
Investment gurus

Anatole Kaletsky: I was wrong to be bearish on stocks

There are “three clear reasons” for equity markets to keep climbing, says Anatole Kaletsky, chief economist at Gavekal.
1 Sep 2020
James Montier: valuations are way too high
Investment gurus

James Montier: valuations are way too high

The market is completely discounting the risk to the economy and operating as if there is nothing to worry about, pricing in a V-shaped recovery, says…
10 Aug 2020
Abby Joseph: US markets have no margin for error
Investment gurus

Abby Joseph: US markets have no margin for error

Much of the markets' recent strength is down to the US Federal Reserve using monetary policy to backstop the equity market, says Abby Joseph Cohen, se…
31 Jul 2020
Christopher Wood: hold a growth and value “barbell“ portfolio
Investment strategy

Christopher Wood: hold a growth and value “barbell“ portfolio

Christopher Wood, global head of equity strategy at investment banking firm Jefferies, suggests a “barbell“ strategy of holding growth and value stock…
10 Jul 2020
Terry Smith: I'm not used to being ignored
Investment gurus

Terry Smith: I'm not used to being ignored

Running a £20bn fund doesn’t guarantee good treatment from the companies you invest in.
22 Jun 2020
Jeremy Siegel: "pandemic played right into the hands of the FAANG stocks”
Tech stocks

Jeremy Siegel: "pandemic played right into the hands of the FAANG stocks”

Jeremy Siegel, professor of finance at Wharton, says the tech giants benefited from the closure of many physical businesses.
12 Jun 2020
Michael Cembalest: investors should worry about Biden
Investment gurus

Michael Cembalest: investors should worry about Biden

Many people see Joe Biden as an "establishment" candidate for the US presidency. Perhaps they should look closer at his policies, says Michael Cembale…
5 Jun 2020
Stanley Druckenmiller: market liquidity won’t last.
Stockmarkets

Stanley Druckenmiller: market liquidity won’t last.

Liquidity may be very strong now, but that’s only because the Federal Reserve has bought trillions of dollars  in assets. One day, that will stop.
29 May 2020
Nouriel Roubini: lacklustre recovery followed by a depression
Investment gurus

Nouriel Roubini: lacklustre recovery followed by a depression

We may see a U-shaped recovery at first, but then will come the L-shaped depression, says Nouriel Roubini.
26 May 2020
Anthony Bolton: the market won't wait
Investment gurus

Anthony Bolton: the market won't wait

Investors who are too bearish in a crisis like this risk missing out on the recovery, says Anthony Bolton, non-executive director of Fidelity Internat…
18 May 2020
The making of Warren Buffett
People

The making of Warren Buffett

The man who “triumphed in the long game by practising a simpler, purer version of capitalism” is widely hailed as the world’s greatest living investor…
17 May 2020