BI Investor of the Month: Fund manager who's returned 257% over last five years — over 2x the S&P 500
The fund has beaten 99% of similar funds over the last 15 years.
William Edwards
Senior Investing Reporter
The manager of a $41 billion BlackRock bond fund yielding 6.4% shares where investors can get max returns for the least risk
With stocks down to start 2025, the strong returns you can find in the fixed-income market may look attractive right about now.
Trump policies 'promise' recession if fully implemented, UCLA's economic forecasting center warns
"Even with the recent correction in stock prices, it's still highly valued and it could still fall further," said economist Clement Bohr.
Barry Ritholtz on the top mistake he sees investors make
"If you're 25 years old, a market sell-off like this is a blessing," Barry Ritholtz says of the recent market volatility.
Wall Street's biggest bear coming into 2025 says stocks have bottomed out for now. He shares the 3 parts of the market he's banking on for gains.
"It's going to be a zigzagging market this year," says Stifel's Barry Bannister.
Rob Arnott made staff read Sun Tzu — or at least this ChatGPT summary of it
"I think most of the people who fret about his use of tariffs haven't read" Sun Tzu's "The Art of War," says Rob Arnott.
This top investor had been warning of a sell-off. He says the pain likely isn't over.
"When stocks go down 10%, all of those people feeling flush are suddenly feeling less flush," Bill Smead said.
'We're seeing the unwinding of a bubble': Rob Arnott says the tech-stock sell-off has room to run
"A couple of years ago I was saying this looks and feels like 1998. Now I would say this looks and feels like 2000," says Rob Arnott.
Here's when the stock market sell-off could force Trump to drop his trade war
President Donald Trump says he's not concerned with how the stock market performs as he implements his protectionist agenda. That might soon change.
Where Wall Street says to hide out as recession fears rock stocks
Looking for shelter as the market sinks? Here's where to put your money.
3 major risks could send the stock market tumbling even further
Is the stock-market sell-off just getting started?
These 10 ETFs have seen the biggest surges in investor popularity over the last year
Two investment-grade bond funds led the way.
Morgan Stanley says to load up on these 18 stocks most insulated from the trade war
One way to keep tariffs from sinking your stock portfolio? Invest in companies with products so good that they can raise their prices at will.
A day in the life at this White Lotus-like detox resort in Thailand offering treatment for crypto-trading addicts
The Diamond Rehab Thailand offers clients a structured daily program.
A top 3% fund manager warns a 'multi-year bear market' is coming with stocks in the biggest momentum swing of his 45-year career
"It is the most all-encompassing momentum market of my 45 years in the investing business," says top 3% investor Bill Smead.
BI Investor of the Month: Meet the fund manager who returned 44% in 2024
Michael Cuggino crushed the S&P 500 in 2024, returning 44%.
'Marital conflicts, financial losses, and lawsuits': Crypto-addiction therapists dish on the havoc it creates
"People phone me because a lot has happened," one crypto-addiction therapist says.
Splits are often rocket fuel for stock prices. These 23 companies could do them in 2025, BofA says.
"After a split is announced, stocks have notched 25% total returns in the subsequent 12 months," Bank of America says.
A renowned market strategist who called the dot-com bubble warns US stocks are at 'serious risk' as tech analyst optimism starts to sour
Waning analyst optimism "is potentially a big risk when we are at nose-bleed-high valuations and optimism," writes Albert Edwards.
Want to beat the market over the next 5 years? Consider this basket of rejected stocks, investing legend Rob Arnott says.
"What better time of year than around Valentine's Day to talk about getting nixed?" Rob Arnott has found several unloved stock picks.