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.
Top fund manager David Herro says many European banks are looking like good investments right now, and that they are “well positioned to perform better” than US banks.
Mohamed El-Erian says he expects volatility to increase in the stock market, and says it’s not a time to be buying broad index funds.
Fundamental indexing guru Rob Arnott says that to get bargains, you have to invest in places where fears are high. Right now, he says that means to look in places like emerging markets and Europe.
Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus.