By Morgan Myrmo:
"At PIMCO we always try and be open with the press and the public. I mean, isn't that what voters want from their politicians?" - Bill Gross
One of the most anticipated dialogues of the year concerning the global economy and markets is the January Barron's Roundtable discussion, which features several top pundits of the investment community.
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.In this video clip, Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors, offers his top stock picks and investment themes for 2012.
By Tom Konrad (AltEnergyStocks): With the average solar stock having doubled in 2013, it's much harder to find bargains in the solar industry than it was a year ago. But two of the professional green money managers think there is still value to be found.
The relationship between corporate earnings growth and GDP numbers has been broken in the domestic economy, if one were to go by the data available for the past six quarters. This means, the frontline companies can see earnings growth only when they are able to appropriate the benefits of economic growth, says Saurabh Mukherjea, CEO, Institutional Equities, Ambit Capital. In an interview with Economic Times, Mukherjea says the domestic economy is in a unique situation, and what is good for the economy may not necessarily be good for the stock market.
MUMBAI: Deutsche Bank has set its target for Sensex target by December 2016 at 29,000, about 12% above Thursday's closing price. The investment bank said corporate earnings are likely to turnaround in 2016 led by urban consumption and public investments. Its top stock picks are BPCL, Godrej Consumer Lupin, Bajaj Corp., Cummins and Federal Bank among others.
By Tom Konrad (AltEnergyStocks): Being green is not all about wind turbines and solar panels. In fact, it's usually greener to be smarter about using what we have than to replace it with something new, no matter how green. My panel of professional green money managers understands this.
By Dividendinvestr:Eddie Lampert is the founder and chairman of the hedge fund ESL Investments. Eddie Lampert's investing strategy is similar to that used by Warren Buffett. He has concentrated bets and he holds his top positions for several years. At the end of 2004, Lampert became the first financial manager who exceed an income of $1 billion in a single year.
By Insider Monkey: Phil Falcone is the senior Managing Director at Harbinger Capital, a long/short equity hedge fund based in New York. He founded Harbinger in 2011 with Harbert Management Corporation, an investment company that provided most of the original funding. Prior to that, Falcone worked as a trader at Barclays Capital for three years.
By Insider Monkey:
founded Bridgewater Associates in 1975, the office was just a two-bedroom apartment. Now the company manages over $100 billion in global investments for a wide range of institutional clients. In 2010, the fund was ranked as the largest and best-performing hedge fund manager.