While a good amount of fear is still hovering over the financial sector, Jeff Mortimer, chief investment officer at Charles Schwab Investment Management, says that investors would be wise to include a significant amount of financial stocks in their portfolios in 2010. “What I worry about [for] the individual investor is that they are underweight, [...]
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Tag Archives: Jeff Mortimer
Wien, Biggs, Leuthold, Sonders: Don’t Dismiss the Rally
October 2, 2009
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While the stock market rebound has been met with great skepticism, several top strategists — including some not known for their bullishness — are beginning to think that the rally is indeed for real, reports Financial Advisor Magazine’s Evan Simonoff. “Normally sober, often vinegary sages ranging from Byron Wien to Barton Biggs to Steve Leuthold [...]
Read moreSchwab Strategists: Rally Will Hold
May 7, 2009
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Two top Charles Schwab strategists — Chief Investment Officer Jeff Mortimer and Portfolio Manager Paul Alan Davis — said today that the current rally is for real, and that long-term investors should be putting money into equities. Mortimer tells Yahoo! TechTicker that the March 9 low had fundamentals similar to those of the 1974 and [...]
Read moreMortimer on “The Most Dangerous Words in Investing”
April 6, 2009
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Charles Schwab Investment Management’s Chief Investment Officer Jeff Mortimer offered some interesting thoughts on the current market and keys to a good investment strategy in a Q&A with Washington Post readers today. One key thought from Mortimer, when asked whether his advice takes into account potential unprecedented events or situations: “The most dangerous words in [...]
Read moreGrantham: Investors Need to Avoid “Terminal Paralysis”
February 26, 2009
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Fortune asks the million dollar question: “Have we hit the bottom, or will we resume our downward slide?“ To try to find the answer they tap a number of investment experts, including Charles Schwab’s CIO Jeff Mortimer, BlackRock’s vice chairman Bob Doll, Doug Noland of the Federated Prudent Bear fund and GMO chairman Jeremy Grantham.
Read moreSchwab CIO: Bounce Will Be Big — Don’t Miss It
November 27, 2008
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Jeff Mortimer, chief investment officer of Charles Schwab’s mutual fund division, tells Fortune that the coming turnaround in the stock market will be a big one, and that investors should be building their positions now. Mortimer says that 47 percent of bull market gains usually come in the first 12 months, before many investors have [...]
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