The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US small-cap stocks, Validea CEO John P. Reese writes in a recent column.
Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings growing in the high single digits, she thinks the S&P 500′s fair value will be about 2150 a year from now.
Top fund manager John W. Rogers Jr. says fears have become abundant again in the stock market — and that has him looking for bargains.
Top strategist Bob Rodriguez of FPA sees a financial crisis coming in the next few years that will be at least as big as the Great Recession, and he thinks a bear market is coming in 2015.
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth.