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Feb 26, 2024

Bill Davis, portfolio manager at Stance Capital  -- which managed the Hennessy Stance ESG ETF -- says companies in the bottom two-thirds of the Standard & Poor's 500 are poised to out perform moving forward as the stock market moves back towards normalcy with more stocks sharing in the solid economic underpinnings and...


Feb 23, 2024

Bill Nygren, co-manager of the Oakmark Fund, says investors should expect slower growth from the market for the next decade; as a result, he says "the long-term equity investor should probably be thinking about something on the order of 7or 8 percent a year rather than the double-digit level." There will still be buys, Nygrem...


Feb 22, 2024

Bernie Horn, long-time manager of Polaris Global Value, says that value stocks have outperformed growth stocks outside of the United States for several years and he expects the domestic markets to follow suit as central banks keep interest rates higher, creating positive real returns for fixed income and ending some of...


Feb 21, 2024

Phillip Colmar, global strategist at MRB Partners, says that the Federal Reserve is not going to give the market the five or more interest rate cuts it has been expecting. As a result, he suggests banking on bond yields that will stay higher for longer, even if the central bank gives a token cut or two; on stocks, he...


Feb 20, 2024

David Giroux, manager of T. Rowe Price Capital Appreciation -- a fund that has beaten the performance of its average peer for a record 16 straight calendar years -- says that while U.S. stock valuations have gotten lofty, investors "don't need to diversify into a worse geography," and says investors can get...