Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on industrial stocks, technology stocks, and emerging market stocks, which he thinks have been beaten down too far by investors.
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Tag Archives: James Paulsen
Paulsen: Time to Take on Some More Risk
August 24, 2011
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Wells Capital Management Chief Investment Strategist James Paulsen says that he thinks we’re “getting close to the end of this mini-panic” that has rattled the markets, and that investors should shift some funds toward riskier assets. In recent weeks, investors have piled into “safe haven” assets, whether it be lower-risk bonds or gold or “steady [...]
Read morePaulsen: Consumers Starting to Show “Animal Spirits”
July 6, 2011
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Wells Capital Management’s Jim Paulsen says consumers aren’t as strapped as some would have you believe, and may in fact be starting to show some “animal spirits” again. Paulsen tells Bloomberg that credit card delinquency rates have fallen significantly, debt service burdens for households are below historical averages, savings rates are near 20-year highs, and [...]
Read morePaulsen Sees Strong Growth in Second Half; Likes EM Stocks
June 9, 2011
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Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have been hit recently on worries about the economy. Paulsen also tells Yahoo! Finance’s Breakout that his favorite area is emerging market stocks. He thinks emerging [...]
Read moreWhat The Risk-On, Risk-Off Trade Means for Investors
April 4, 2011
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Correlations among asset classes, which soared during and after the financial crisis, have jumped again recently. It’s part of the “risk-on, risk-off” trade many have cited — when investors have been feeling better about the global economy, they have embraced risk just about anywhere they can find it; when fears rise, they shun risk, regardless [...]
Read morePaulsen: Rising Confidence to Spur Economy
January 28, 2011
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Wells Capital Management Chief Investment Strategist James Paulsen says corporate leaders are now feeling more confident in the economy, and he expects they’ll be acting more aggressively in putting cash to work. Paulsen tells CNBC that he thinks the biggest accelerant of growth will now be a “slow but steady rise in both consumer and [...]
Read morePaulsen: Recovery Is Sustainable
December 20, 2010
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Wells Capital Chief Investment Strategist James Paulsen says that, while economic problems remain, he sees more improvement for the economy in 2011, and more gains for the market. Paulsen tells Bloomberg that he thinks the consensus will shift in the coming year to a generalized acceptance that the recovery is sustainable. He expects job creation [...]
Read morePaulsen on the “New Normal” Mania
October 1, 2010
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Wells Capital Management’s Jim Paulsen says that, just as investors succumbed to a mania that made technology stocks wildly overvalued in the late 1990s, they now are falling prey to a “new normal” mania that is keeping stocks extremely cheap. Paulsen tells Bloomberg that investors are ignoring the positives about the economy and buying into [...]
Read morePaulsen: Expect Volatility in Sentiment, Markets
September 13, 2010
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Wells Capital Management’s Jim Paulsen says the wide swath of opinions on the economy has created an unusual situation for investors. Usually, Paulsen says, at this point in a recovery investors are debating whether the economy will grow at 3% per year, or a bit less. Today, he says, the debate is whether it grows [...]
Read morePaulsen Sees Opportunities in Tech, Industrials
August 11, 2010
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Wells Capital Management Chief Investment Strategist James Paulsen says bright spots in the economy are leading the market upward. He tells Bloomberg that stocks look very cheap compared to fixed income investments, and says he finds material, industrial, technology, and consumer stocks particularly interesting.
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