In the investing world, the standard thinking seems to be that the older you get, the less risk you should take on. But Charles Schwab’s Liz Ann Sonders says that’s not always the case.
Top bond fund manager Bonnie Baha of DoubleLine Capital says that, with central banks around the globe distorting asset values, investors shouldn’t be tempted into taking on riskier bets in European bonds.
Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes” there.
Wells Capital’s James Paulsen has been bullish — correctly — throughout much of the bull market that began in March 2009. But now, Paulsen says that a key sentiment indicator that has predicted many former declines is flashing a warning signal.
In the aftermath of the 2008 financial crisis, bond guru Bill Gross spoke of a “New Normal” for US economic growth. Now he’s talking about the “New Neutral” for interest rates, and the impact it will have on investors.
In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling commodity prices.
In his latest book, “Global Asset Allocation: A Survey Of The World’s Top Investment Strategies,” Meb Faber examined the asset-allocation approaches of several renowned investors. His findings indicate that you should be more concerned with fees and taxes than you should be with the specifics of your allocation.