Evan Simonoff is editor-in-chief and editorial director of Financial Advisor magazine, as well as editorial director of Private Wealth magazine. He has spent more than 15 years as an editor and reporter covering the financial services industry. Evan is a widely recognized expert on personal finance and investments.
U.S. inflation is rising and "no one knows if it's transitory," the DoubleLine CEO said.
The divide between value and growth investing isn't as clear-cut as it seems, says Oaktree's Howard Marks.
The economist does not see a return to 1970s-style inflation.
Today's market possesses some similarities to the euphoria of the 1990s, she said.
The economist sees a return to secular stagnation favoring growth stocks and Treasurys in the long term.
Some managers argue that changing corporate behavior comes with a cost.
Despite assurances from the Fed, Bernstein thinks inflation will surprise the markets on the upside.
Over the next five years, the divergence could be as much as 9% to 13%.
The bond bubble has already burst. If equities and housing follow, $20 trillion in wealth could evaporate.
Despite artificial drivers, this boom is real.
President Biden has said he would raise the capital gains tax from its current 23% rate for high-earners to 39.6%.
Federated’s Phil Orlando sees a dramatic economic rebound.
A 90-bagger is one more sign of a bubble.
The Loomis Sayles vice chairman thinks many stocks are still more attractive than bonds.
Invenomic’s Ali Motamed sees markets at a 40-year inflection point.