Investment Strategy


  • Trading The Globe: Emerging Markets     Tuesday, 30 Aug 2011 | 10:24 AM ET

    Is now the time to look for exposure to the developing world? Insight on whether investors should bet on emerging markets, with Tim Seymour, EmergingMoney.com.

  • Watching Warren     Tuesday, 30 Aug 2011 | 10:15 AM ET

    A long-term Berkshire Hathaway shareholder sheds light on the billionaire investor's latest investments, with Robert Miles, "The Warren Buffett CEO" author.

  • Time to Bet on a Bottom?     Tuesday, 30 Aug 2011 | 10:08 AM ET

    The markets have lost a lot of ground recently but seems to be climbing back up. Is now the time to bet on a bottom? Insight with Steve Grasso, Stuart Frankel.

  • The Early Trading Buzz     Tuesday, 30 Aug 2011 | 9:33 AM ET

    A check on what traders are watching, with Tres Knippa, Lotusbrokerage.com owner.

  • Gold's Up — A Good Day for a Gold Series! Tuesday, 30 Aug 2011 | 9:23 AM ET

    A good day for a gold series! Gold rose again this morning, partly on our CNBC interview with Charles Evans, president of the Chicago Federal Reserve.

  • Trader Talk     Tuesday, 30 Aug 2011 | 9:20 AM ET

    Insight on what traders are watching, with Gordon Charlop, Rosenblatt Securities managing director.

  • Futures Remain Lower After Case-Shiller Tuesday, 30 Aug 2011 | 9:11 AM ET

    Futures were lower Tuesday even after a report that said home prices gained for the third straight month in June. Investors also waited for a key consumer confidence report later today to provide a greater indication of the state of the U.S. economy.

  • nuclear power station

    Not since the grim period after World War II has Germany had significant blackouts, but it is now bracing for that possibility after shutting down half its nuclear reactors practically overnight. The New York Times reports.

  • Fidelity, BlackRock Make Broker's 'Dog Fund' List Tuesday, 30 Aug 2011 | 8:17 AM ET
    Depressed Dog

    Some of the UK asset management industry's biggest names are running "dog" equity funds – serial underperformers that are not returning value to their clients, according to a new report from broker Bestinvest.

  • Global recession in 2012 is “65 to 75 percent certain" and could deteriorate into a lengthy depression, Roger Nightingale, economist and strategist at RDN Associates, told CNBC on Monday.

  • Dodging an M&A Slowdown     Tuesday, 30 Aug 2011 | 7:45 AM ET

    Should entrepreneurs and investors in the M&A market get their deals done now, before the slowdown happens? Dan Primack, Fortune.com senior editor, says that may be the case.

  • Relief for the Markets     Tuesday, 30 Aug 2011 | 7:00 AM ET

    A look at how investors have weathered the course of the markets, with Ed Keon, Quantitative Management Associates; Howard Ward, GAMCO Growth Fund, and Richard Bernstein, Richard Bernstein Advisors.

  • Gold Gilded Age?     Tuesday, 30 Aug 2011 | 6:35 AM ET

    The peak in gold is short term, says Tom O'Brien, The Gold Report editor, who weighs in on whether investors should worry about gold in the long-run.

  • "Obviously in hindsight it¿s a bit of a mistake. Treasuries makes up roughly a quarter of the US bond market so saying we¿re going to completely abandon them in a fund as large as the one Bill Gross runs is a huge bet and it¿s a huge bullish bet on the credit markets, it¿s a huge bearish bet on government bonds. Now clearly that hasn¿t come true but economic conditions have deteriorated far quicker than either we or Pimco could have anticipated. And the Federal Reserve has made this additional commitment in the last couple of weeks. It has really supported the government bond market and that¿s to detriment of many other asset classes in the fixed income universe"¿ Guy Lebas, chief fixed income strategist at Janney Montgomery Scott

  • Asset Management Stock Picks     Tuesday, 30 Aug 2011 | 3:00 AM ET

    In the asset management sector, companies with a strong balance sheet and a management who is confident to deploy it in turbulent market conditions are winners, Peter Lenardos, director of pan-European financials at RBC, told CNBC.

  • Sovereign Spreads Challenging Cherished Notions Tuesday, 30 Aug 2011 | 2:35 AM ET
    Ronald McDonald

    A few years ago, I pointed out in a column that the cost of insuring the US government against a default in the credit derivatives market, had risen above that of McDonalds, the US fast food company, for the first time, the FT's Gillian Tett writes.  

  • "Of course if you have got risk on/risk off trades occurring in the marketplace you're going to get oscillations, equities are going to rise, gold could fall and vice versa," Angus Murray, chief executive at Castlestone Management told CNBC. "I still think though, over a period of five or ten years, you're much better off owning real assets, unleveraged real assets and gold is the easiest one to look at in that area, than say, owning equities. I think you'll get an outperformance in that asset class versus equities as a whole."

  • No Growth From Cutting Costs: CIO     Tuesday, 30 Aug 2011 | 2:00 AM ET

    By cutting costs, businesses slash the aggregate demand for their products and others, Richard Cookson, CIO at Citi Private Bank, told CNBC. "The corporate sector can not continue to simply cut costs, rather than have top line growth," he said.

  • Volatility is likely to be a major challenge for the asset management industry and institutional investors, as a lack of transparency and major concerns over the global economy persist, according to Nicholas Lyster, European CEO of asset management firm Principal Global Investors.

  • FDIC Rejects BofA Mortgage Accord     Tuesday, 30 Aug 2011 | 12:14 AM ET

    Insight on Bank of America reducing its stake in CCB; whether Warren Buffett or BofA gets a better end of the deal and the FDIC saying it is intervening now because it does not have enough information to settle the mortgage accord, with Richard Bernstein, Richard Bernstein Advisors CEO, who also discusses how financials reacted to the deal.

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