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Quotes from Investment Outlook Summit

Tue Dec 12, 2006 4:34pm EST

Reporter's Notebook

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NEW YORK (Reuters) - The following are some notable quotes from the Reuters 2007 Investment Outlook:

PETER SIRIS, MANAGING DIRECTOR, GUERRILLA CAPITAL MANAGEMENT

"We're in the best of all world's politically. We have checks and balances in Congress. The next two years are going to be politically constructive years and people will look to 2008 and make a lot of compromises."

"Opportunities in China are more exciting now than they have been in 80 years or 90 years of investing. But also there are great opportunities for fraud.

TOM METZOLD, MANAGER, EATON VANCE MUNICIPALS FUND

"I do think the Fed could be on hold for 2007. I am an outlier on that because most people are pricing in a cut much sooner. Maybe I am reading between the lines incorrectly but what I'm seeing is that (policy makers) feel inflation is much more important to fight than a recession.

"Everything seems to be perfect on the surface. But underneath it is boiling. I am much more bearish than a lot of my colleagues on the bond market but much more so on Treasuries than on Munis.

"I can't believe I haven't seen an editorial cartoon that shows a tombstone with the name 'risk,' rest in peace, because risk is dead. People don't believe they can lose money anymore."

MARGARET PATEL, PORTFOLIO MANAGER, PIONEER HIGH YIELD FUND  Continued...

 
Paper Aug 20 - 21, 2008 Manufacturing
Japan Investment Jul 01 - 2, 2008 Country Summits
Global Real Estate Jun 23 - 25, 2008 Real Estate
Consumer and Retail Jun 16 - 18, 2008 Consumer Retail
Investment Outlook Jun 09 - 12, 2008 Financial Services / Exchanges

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