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Mar 2, 2021

Kristina Hooper, chief global market strategist at Invesco, says that a re-opening post-pandemic economy will release pent-up demand that fuels significant growth, overcoming current inflation concerns and more. She points to countries like Israel and Great Britain -- which are closer to full re-opening than the...


Mar 1, 2021

Paul Wick, long-time manager of the Columbia Seligman Communication and Information Fund -- one of the most successful sector funds in history -- says that the long bull market in technology was built on top of falling interest rates, and that the next quarter-century will see a different rate trend that...


Feb 26, 2021

Neil Azous, chief investment officer at Rareview Capital, says that 10-year real US interest rates -- which have been on the rise recently and which jumped on Thursday -- are 'the most impending danger' to investor portfolios. He says the market is now acting as if the pandemic is nearly over and says that investors...


Feb 25, 2021

Lucas White, portfolio manager for resources and climate-change strategies at GMO big-oil is due for a big rally. He notes that while oil prices are up 20 percent in the last year, they are still well below pre-pandemic levels, which gives them the potential to register massive gains as the economy starts to shake off...


Feb 24, 2021

Stephen Dover, chief market strategist for Franklin Templeton, says in the Big Interview that he sees a rise in inflation, but thinks the economy can put off any serious bump in prices for as much as three years. He recognized the problems and issues for both stocks and bonds, but still says that investors should stick...