Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
PIMCO Warns a Wave of Defaults Is Coming for Low-Quality Borrowers
By Michael Mackenzie and Davide BarbusciaThe firm expects "significantly higher losses in lower-quality credit such as leveraged and private direct lending."
June 05, 2026
Schwab's Sonders: Investors Are Complacent on Big Stock RisksThat doesn't necessarily mean a pullback is coming soon, the chief investment strategist tells ThinkAdvisor.
May 27, 2026
Gary Shilling: S&P 500 Could Drop 30% by Year-EndThe economist also sees a possible recession this year.
May 27, 2026
Yardeni: Fabulous Earnings, Not Speculation, Driving MarketThe economist dismisses the notion that U.S. stocks are experiencing a bubble.
May 19, 2026
Ed Yardeni: 5 Reasons This Bull Market Isn't Like the Dot-Com BubbleMost segments have delivered double-digit gains since 2022, the economist notes, so tech spikes are less frothy.
May 18, 2026
'Force Yourself to Take Some Profits,' Schwab's Sonders SuggestsThe strategist noted "a lot of really rapid-fire rotations and churn under the surface" of the stock market.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 12, 2026
Jamie Dimon: 'A Little Too Much Exuberance' Among InvestorsThe JPMorgan CEO also called for fixing "stupid" trade issues between the U.S. and Europe.