Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on what to expect in 2011. Overall, the strategists offered a bifurcated view, with most seeing good times for the economy and stock market in the [...]
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Tag Archives: Abby Joseph Cohen
Cohen Says Developed Markets More Attractive than Emerging Markets
December 21, 2010
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Goldman Sachs’ Abby Joseph Cohen says that, while she likes the growth prospects of emerging markets, she’s seeing more value in investments in developed markets like the U.S., Europe, and Japan. In an interview on Consuelo Mack’s WealthTrack, Cohen says she thinks money has been pouring into emerging markets in a “herd-like” fashion, and that [...]
Read moreRoundtable Guests See Challenges, Opportunities
June 23, 2010
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Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster: The chairman of MacAllaster Pitfield MacKay says bargains abound. “If earnings come in close to consensus estimates, the market not only is cheap but maybe [...]
Read moreCohen: Most Bad News Already Baked Into U.S., Euro Markets
June 7, 2010
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Abby Joseph Cohen, president of Goldman Sachs Global Markets Institute, tells CNBC that, while her firm doesn’t have the “rosiest” of outlooks, potential bad news appears to already be discounted in both the European and U.S. markets. Cohen also says that the U.S. economy is faring better than many of its developed market peers, and [...]
Read moreCohen, Doll & Bogle Weigh In
December 16, 2009
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In an interview with CNBC, three top equity strategists — Abby Joseph Cohen, Bob Doll, and John Bogle — offered their takes on where the market and economy are headed in 2010. Here’s a brief summary of each of their outlooks. Cohen (President, Goldman Sachs’ Global Markets Institute): Cohen says she expects GDP growth of [...]
Read moreSlower Growth, But No Double Dip, Says Cohen
August 17, 2009
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Recently, we highlighted the bull market call of Goldman Sachs’ Abby Joseph Cohen. Now, in an interview with Bloomberg news, Cohen expands on her outlook for the economy and the stock market. Some of her key points: She expects slower growth than typically seen coming out of a recession, but she doesn’t see a “double-dip” [...]
Read moreGoldman’s Cohen Says Bull Market Has Begun
August 7, 2009
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Goldman Sachs Senior Investment Strategist Abby Joseph Cohen says Goldman believes we’re in a new bull market, and that the S&P 500 should be at 1050 to 1100 by year-end. “We are beginning to see improvement, even in the labor market,” Cohen told CNBC. “We do think that the new bull market has begun. … [...]
Read moreBarron’s 2009 Roundtable Summary Part II: Opportunities for a “Grizzly” Bear Market.
January 19, 2009
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In Barron’s Roundtable’s second installment, four strategists (Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen) offer up some investment ideas and thoughts on the market. Included in this post are some of their key thoughts and ideas, as well as an updated summary report below.
Read moreBarron’s 2009 Roundtable Summary: Experts See Uncertain Times Ahead
January 12, 2009
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This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but think there are ample opportunities for good stock-picking strategies. Writes Barron’s Lauren R. Rublen, “The [roundtable] was rife with history lessons and warnings — and [...]
Read moreCFA Panelists: Economic Bears, Stock Market Bulls
December 5, 2008
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The CFA Institute held its Global Financial Crisis Roundtable Thursday, with institutional expert Theodore Aronson, Goldman Sachs’ Abby Joseph Cohen, bond expert Martin Fridson, and economist Jason Trennert speaking in a panel discussion moderated by The Wall Street Journal’s Jason Zweig. U.S. News & World Report’s Kirk Shinkle offers the following observations from the hour-plus [...]
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