Section
Outlook
20297 posts
Between a Rock and Hard Place
Money managers, investment advisors and investors alike face a daunting emotional and financial challenge in these markets as…
Jeremy Siegel: Outlook for Government Bonds
Jeremy Siegel, on his outlook for government bonds: 40 years ago [US] treasury bonds were yielding over 6.3…
Hussman: Banks Pass Stress Tests, Regulators Fail Ethics Test
The following article is an excerpt from John Hussman's Weekly Market Comment, Hussman Funds. May 11, 2009 -…
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
China’s Economy in 2009 and Beyond
This post is a guest contribution by Nouriel Roubini*, RGE Monitor. Today we take a closer look at…
Corporate Bonds or Equities? Deflation or Inflation?
The debate rages on, and it is between whether to invest in corporate bonds or equities, or if…
Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
Howard Marks: Will it Work?
Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…
Cool Tool: Interactive Economic Dashboard
Russell Investments has a great interactive tool on their site, which gives an at-a-glance view of the economy relative…
Roadmap to Inflation and Sources of Cheap Insurance
*This article is a guest contribution courtesy of John Mauldin, "Outside the Box." What happens when inflation once…
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…