Jeremy Grantham: US should focus on “green” infrastructure spending
Solar panels and wind turbines
Renewables

Jeremy Grantham: US should focus on “green” infrastructure spending

Jeremy Grantham, co-founder of asset manager GMO, says the US must set out on a new “green” Marshall Plan to tackle climate change.
13 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
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
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

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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
Sebastian Lyon: hedge against inflation
Investment gurus

Sebastian Lyon: hedge against inflation

While the immediate outlook may be deflationary, that's certainly not the case in the long term, says Sebastian Lyon of Troy Asset Management.
4 May 2020
Richard Bernstein: we're still only in the first phase of this bear market
Investment gurus

Richard Bernstein: we're still only in the first phase of this bear market

Bear markets have three phases, says Richard Bernstein, founder of Richard Bernstein Advisors. And we're still only in phase one.
27 Apr 2020
Is the bear market already over? History says not
Stockmarkets

Is the bear market already over? History says not

Stocks may have further to fall. But brave investors can start nibbling now, says emerging-markets guru Dr. Mark Mobius.
24 Apr 2020
Jim Rogers: big problems lie in wait
Investment gurus

Jim Rogers: big problems lie in wait

Jim Rogers, chairman of Rogers Holdings, reckons we're about to see the worst bear market of his lifetime.
12 Apr 2020
Bill Ackman: get ready for the bargains of a lifetime
Investment gurus

Bill Ackman: get ready for the bargains of a lifetime

Hedge fund manager Bill Ackerman is turning bullish and putting his money into bargain stocks.
4 Apr 2020