Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a recent Forbes column, DoubleLine’s Bonnie Baha takes aim at those notions.
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over the longer term.
Many biotech stocks have had exceptional runs over the past few years. But newsletter guru Jim Oberweis says that has led to some exorbitant valuations, and he says there are other ways to now play the healthcare sector.
Warren Buffett made headlines recently with Berkshire Hathaway’s acquisition of Precision Castparts. And in his latest Forbes.com column, Validea CEO John Reese talks about why the firm is a “Buffett-esque” company.
Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy.
Every day, Validea uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries using the growth index.
Will the Federal Reserve raised interest rates in September? That’s a question that many investors have been fixating on. But top strategist Ed Yardeni says that a rate hike really isn’t that big of a deal.