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...
Feb 23, 2021
David Souccar of the Vontobel Quality Growth fund says there are two markets right now, one featuring very speculative stocks and the other being real growth opportunities, and he notes that 'What you do not own will be as important as what you do own when we get out of this.' But Souccar isn't the only guest expecting...
Feb 22, 2021
Scott Helfstein, executive director of thematic investing at ProShares, says the big investment themes of 2020 -- stay-at-home/work-from home, cloud computing, cyber security, remote technologies, streaming, gaming and e-commerce among them -- were driven less by consumer sentiment than by underlying fundamentals, and...