Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
5 Themes Spawning Winners, Losers in the New Global Economy
By Gary ShillingStocks may suffer 30% to 40% declines from their early 2022 peak.
April 11, 2022
There's a Bull Market in Macro DoomBearish arguments are compelling because they sound smart, which makes them seductive to novice investors.
April 07, 2022
Jeremy Grantham: Oil Spikes This Severe Always Trigger RecessionsThe GMO co-founder says, "It seems nearly certain that the trend in resource prices will continue to rise," threatening economic growth.
April 04, 2022
Morningstar Cuts ARKK Rating to NegativeCathie Wood's flagship fund took a "wretched" 45.5% loss in the 12 months through February, strategist Robby Greengold wrote.
April 04, 2022
Gary Shilling: U.S. Economy Is Doomed Without Consumer SpendingThe U.S. economic outlook is in the hands of households, and their purchasing power is falling.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 24, 2022
Fidelity Fund Pioneer Edward Johnson III Dies at 91He revolutionized financial management by promoting mutual funds for retirement plans and money-market checking accounts.
March 23, 2022
Jeremy Grantham: War in Ukraine Means 'Risk Profile for Everybody Has Gone Up'"We have to be prepared for anything. The war bodes very badly for global growth and global trade, and for price increases," he says.