Howard Marks: Get Used to Uncertainty
Investors have a lot of questions about the future — but no one, according to Howard Marks, has the answers. He's done with forecasting.
Recent
Goldman Sachs Believes Stock Market Will Drop by 18%
A combination of pressure points add up to a scenario where Goldman sees us giving back 18% of recent stock market gains over the next 3 months.
El-Erian Sees Worse Recession Ahead
Mohamed A. El-Erian, the chief economic advisor at Allianz, officially believes GDP will contract beyond Q2, when he sees at least a 30% decline.
Elite DFA On The Defensive As Next-Generation Rivals Smell Blood In The Water
When your core strategies can’t cushion the crash or outperform on the upside, even a little operational disruption is a dangerous thing.
Loeb Is Back At Third Point
"Change and turmoil" bring billionaire investor Daniel Loeb to Third Point less than a year after delegating. Returns are already turning around.
Hedge Funds Ramp Up Stock Exposure in ‘Bear Market Rally’
Net long exposure to equities jumped to 34 percent this month, up 15 percentage points from April, Bank of America found in its latest survey.
Why the U.S. Has Shunned Negative Interest Rates
There’s an undercurrent of worry among investors that they should protect against this scenario as the global economy reels from the pandemic.
