James Anderson: investors must pay "high multiples" for tech stocks
Crowded Apple retail store in Hong Kong © DALE de la REY/AFP via Getty Images
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
Daniel Loeb © David Paul Morris/Bloomberg via Getty Images
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
Abby Joseph Cohen © Cindy Ord/Getty Images for Yahoo
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
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

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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
Ray Dalio: the seer blindsided by a bug
People

Ray Dalio: the seer blindsided by a bug

When the financial crisis struck in 2008, Ray Dalio’s hedge fund was well prepared to profit and he has since enjoyed a reputation for prescience. He …
30 Mar 2020
The MoneyWeek Podcast – Charles Heenan: dominoes are falling; be very careful
Stockmarkets

The MoneyWeek Podcast – Charles Heenan: dominoes are falling; be very careful

Merryn talks to Charles Heenan, investment director of Kennox Asset Management. Assets are cheap, he says, but you need to be very, very careful about…
26 Mar 2020
Masayoshi Son goes on a Softbank buyback spree
Investment gurus

Masayoshi Son goes on a Softbank buyback spree

Masayoshi Son, founder of SoftBank, plans to have his company buy back billions of pounds' worth of its own shares over the next year.
18 Mar 2020
Warren Buffett: investors should ignore scary headlines
Investment gurus

Warren Buffett: investors should ignore scary headlines

You wouldn’t buy or sell your own business on the back of today's headlines, sasy Warren Buffett, so why sell shares in good firms?
10 Mar 2020
Seth Klarman: focusing on value stocks will pay off
Investment gurus

Seth Klarman: focusing on value stocks will pay off

Value stocks are very much out of favour , says Seth Klarman, chief executive of hedge fund Baupost. But that won't always be the case.
13 Feb 2020