Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
El-Erian: Rally May Signal Investors Have Lowered Their Expectations
By Dinah Wisenberg Brin"I think what's happening to our market ... is that we've redefined what a [Fed] pivot is," El-Erian said.
October 19, 2022
Bill Gross Bashes 'Total Return' Bond Funds He PopularizedThey've clung to their benchmarks too closely, essentially becoming "quasi" index-tracking strategies, according to Gross.
October 18, 2022
How Bogleheads Are Keeping Calm, Carrying On Amid Market Turmoil"Everything is down this year but the Bogleheads seem quite at peace," Morningstar's Christine Benz said.
October 18, 2022
El-Erian: It's Getting Harder to Justify Independent FedThe economist points to four "big operational errors" in its recent performance and a lack of accountability.
October 17, 2022
60/40 Portfolio Slump: Omen or Opportunity?Investing pros weigh in on what the balanced strategy's worst year in decades tells us about the future.
October 17, 2022
Interest Rates Will Hit 9% If Inflation Persists: Mark MobiusThe former Franklin Templeton executive also warns that commodity prices could be hurt by cooling demand.
October 14, 2022
Jeremy Siegel: Fed Risks Depression If It Waits for 2% InflationIt's imperative the Fed recognizes the stats don't reflect real inflation, the Wharton professor said.
October 13, 2022
Barry Ritholtz Warns: Don't Mix Investing and Identity PoliticsThe new God Bless America ETF (YALL) plays on investors' emotions, Ritholtz writes.