Bill Gross Warns Investors: ‘Get Down Off This Peak’
The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.
GMO’s Grantham: Some Boom Left Before the Doom
Jeremy Grantham thinks the market will rise another 8% before the bubble bursts, leaving a legacy of multiyear negative real returns.
Bargains Still Exist in International Equities
While the U.S. may offer the "most stable” of investing environments, other countries can still offer good options, argues Jeff Cedarholm of Longview Financial Advisors. “I’ve always used a global fund," he says, "as an anchor fund."
Bill Gross Blasts ‘Hostile’ Investing Climate, Says ‘New Neutral’ Rate Now Zero
The Janus manager argues that the investing environment is so inhospitable that he is reduced to trading more than owning bonds to deliver shareholder return.
Why Active Managers Fail (and Why You Shouldn’t Fire Them)
A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
GMO’s Inker: Ditch U.S. Stocks Now
Ben Inker says the firm is selling its "beloved" U.S. stocks; Jeremy Grantham says the Saudis will regret not cutting oil production.
High CEO Pay Equals Low Corporate Performance: GMO Report
A savvy portfolio manager wants to buy shares of companies focused like a laser beam on maximizing shareholder value, right? Not so, says GMO.
Hussman’s Returns, Like His Forecasts, Are Dismal: Analysis
If a person can be too smart for his own good, portfolio manager John Hussman may be feeling the agony of high intelligence right now.
GMO’s Grantham: How Investors Could Make 15% in 7 Months
GMO fund manager Jeremy Grantham thinks investors can pick up a quick 15% return in a final market expansion before an expected crash.
S&P to 3000? Morgan Stanley Experts Make the Case
How high can the S&P 500 go? Many factors bode well for continued economic growth, equity experts argue.