Investment Outlook

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Energy shares rank among top picks in '09

After plummeting about 40 percent in the second half of this year, they are looking attractively priced to some of biggest investors as they position themselves for 2009.

Consumer spending to ebb more than investors see

NEW YORK (Reuters) - Consumer consumption, long an engine of the U.S. economy, is poised to contract the most since World War Two and may impede a fast recovery that many equity investors are counting on.

Ailing global economies to lift dollar in 2009

NEW YORK (Reuters) - The U.S. dollar's rally may be losing steam, but top money managers expect a deepening global recession and a persistent credit crunch to continue to enhance the currency's allure well into next year.

Wall Street's richest investors feeling the pinch

(Reuters) - Like the rest of the country, the sliding U.S. economy will force Wall Street's biggest investors to clamp down on their own spending this holiday season.

Pimco's El-Erian sees zero growth in '09

NEW YORK (Reuters) - Mohamed El-Erian, co-chief of the powerful money manager Pacific Investment Management Co., on Wednesday said the U.S. economy "unambiguously" faces the prospect of zero growth in 2009, even if interest rates keep falling, and it is too soon to say markets have bottomed. | Video

Jim Rogers calls most big U.S. banks "bankrupt"

NEW YORK (Reuters) - Jim Rogers, one of the world's most prominent international investors, on Thursday called most of the largest U.S. banks "totally bankrupt," and said government efforts to fix the sector are wrongheaded.

Money managers brace for unorthodox Fed

NEW YORK (Reuters) - The U.S. Federal Reserve will stretch the boundaries of monetary policy to shore up the economy but a direct purchase of equities is unlikely, money managers told the Reuters Investment Outlook Summit this week.

Top quotes from the Investment Outlook Summit

(Reuters) - Here are some of the top quotes from guests attending the Reuters Investment Outlook 2009 Summit this week:

Commodities "horribly" hit, not killed: Rogers

NEW YORK (Reuters) - Jim Rogers, the famous investor and author on commodities, said on Thursday the credit crisis has not killed the bull market in commodities as many imagined, but just dealt it a "horrible setback".

U.S. government cash may avert sustained deflation

NEW YORK (Reuters) - Swift U.S. government action to flood the financial system with cash should prevent deflation from suffocating the economy, some of the world's best-known investors told the Reuters Investment Outlook Summit this week.

Fuss buying high-grade US corporates

NEW YORK (Reuters) - Dan Fuss, the vice chairman of Loomis Sayles, which oversees $100 billion in fixed-income assets, said on Thursday he has been buying long-maturing investment-grade U.S. debt securities.

Speakers

Summit Date Category
Islamic Banking and Finance Feb 15 - 18 Country Summits
Travel and Leisure Feb 22 - 24 Hotels/Casinos
Private Equity and Hedge Funds Mar 1 - 3 Financial Services/Exchanges
Global Mining and Steel Mar 8 - 10 Mining
Food and Agriculture Mar 15 - 18 Mining
Canadian Oil Sands Mar 22 - 23 Energy
Funds Mar 23 - 24 Financial Services/Exchanges
Global Exchanges and Trading Mar 29 - 31 Financial Services / Exchanges
Financial Regulation Apr 26 - 29 Financial Services / Exchanges