Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Siegel, Sonnenfeld: Fed 'Shrapnel' Killed Silicon Valley Bank
By Dinah Wisenberg BrinTightening monetary policy further now "is a surefire recipe for disaster," the Wharton and Yale professors write.
March 08, 2023
Jeffrey Gundlach: 10 Troubling Economic Signs to WatchA recession appears close and may already be here, Gundlach says.
March 06, 2023
Siegel: Strong Economic Data 'Really Changed the Picture'A strong job market and unexpectedly high GDP growth may account for recent stock market resilience, the economist suggested.
March 06, 2023
Morgan Stanley Sees Near-Term Stock RallyThis "bear market rally is not ready to end just yet," strategist Michael Wilson wrote in a note Monday.
March 06, 2023
Gary Shilling Checks In on His 9 Investment ThemesShilling says his recommendations for the past 10 months produced gains while the traditional 60/40 portfolio slid.
February 27, 2023
Peter Mallouk: The No. 1 Thing to Look for in Investments NowThe Creative Planning CEO also told ThinkAdvisor why he thinks AI will "change everything" in three to five years.
February 27, 2023
Warren Buffett's 8 Nuggets of Investing Wisdom: 2023Buffett attributes Berkshire Hathaway's 58-year track record largely to "about a dozen truly good decisions."
February 15, 2023
This Hedge Fund Pro Is Remaking Northern Trust's Fixed Income Investing ProcessTom Swaney tells ThinkAdvisor how his firm is seeking to boost performance and gives his bond market outlook.