Jeremy Grantham’s GMO has published its fourth-quarter update, offering a contrarian position on Europe and outlining its strategies as we head into 2012. The firm says it moved “incrementally into Europe” in the fourth quarter of 2011, adding. “Selectively, slowly, prudently, of course, but the general belief is that markets have overreacted, and this always [...]
Read more
Archive | asset allocation RSS feed for this section
Buffett: Productive Assets Like Stocks Offer Most Safety — Not Bonds
February 9, 2012
0 Comments
Over the past few years, investors have poured into low-yielding Treasury bonds, perceiving them as the safest place to be during the global economic tumult. But, according to Warren Buffett, bonds are one of the most dangerous places for investors to put their money over the long term — and that’s not going to change. [...]
Read moreYacktman: Stocks Still Remarkably Attractive
February 6, 2012
0 Comments
Top fund manager Donald Yacktman says that he can’t remember another time in his 40-plus-year career when he has “seen so many high-quality, profitable businesses selling at prices relative to the market this cheaply.” Yacktman tells WealthTrack’s Consuelo Mack that many stocks are trading at valuations similar to where they were in the late 2008 [...]
Read moreNygren: “Once-In-A-Generation Opportunity” for Investors
January 20, 2012
0 Comments
Bill Nygren, whose Oakmark fund is in the top 12% or better of its class over the past three, five, and ten years, according to Morningstar, says investors need to ignore high volatility if they want to succeed over the long haul. “I’d say they should pretty much ignore it,” Nygren writes in his fourth-quarter [...]
Read moreGross: “Great Risk” Ahead
January 10, 2012
4 Comments
Heading into 2012, PIMCO’s Bill Gross sees a world of “fatter tails” and “great risk” for global economies and financial markets. “In the face of a delevering zero-bound interest rate world, investors must lower return expectations,” Gross writes in his latest commentary on PIMCO’s site. “2–5% for stocks, bonds and commodities are expected long term [...]
Read moreNygren: Don’t Chase Bond Performance; Buy Stocks
December 29, 2011
0 Comments
Top fund manager Bill Nygren says that the best thing investors can do in 2012 is buy more stocks. “The best idea for 2012 is for investors to increase their equity exposure and decrease bond exposure,” Nygren tells CNBC. “We think stocks are cheap.” He says he thinks it’s a mistake for investors to chase [...]
Read moreWinters, Davis See Gloomy Climate As Buying Opportunity
December 20, 2011
0 Comments
Top fund manager David Winters says that now is not the time to be fleeing stocks, and that he feels “like a kid in a candy store” because of the abundance of values in the market right now. Winters tells WealthTrack’s Consuelo Mack that he thinks people “are gonna make a lot of dough” in [...]
Read moreTop Managers Look To Unloved Japanese Stocks
December 19, 2011
1 Comment
While Japanese stocks have for years has yielded little for investors, some top value investors are keen on the country. In a column for SmartMoney, Brett Arends writes that Japan’s “stock market is cheap. Possibly very cheap — at a time when nearly everything else looks pricey. The Nikkei 225, Japan’s major stock market index, [...]
Read moreForester Defensive But Still Finding Value
December 15, 2011
0 Comments
Tom Forester, who has a stellar long-term track record and headed the only long-oriented stock fund to post a positive return in 2008, is again playing defense. But that doesn’t mean he’s shunning stocks — Forester still has about 80% of his fund in stocks. “If you just stay in money markets, you might miss [...]
Read moreRogers: Buying Bonds A “Terrible Mistake”
December 13, 2011
2 Comments
Jim Rogers says bonds are in a bubble, and that investors should own hard assets because of the Federal Reserve’s massive quantitative easing efforts — which he says are continuing. “I am not short bonds yet but I plan to be short bonds,” Rogers tells FOX Business Network. “My view is buying U.S. government bonds [...]
Read more
