Gathered in London and New York for the Reuters 2011 Investment Outlook Summit, some of the world's top money managers and investment commentators shared their investment strategies and thoughts on the market-driving issues of the day.
NEW YORK Legg Mason Inc's Bill Miller sees a clearing in the inclement weather that's long dogged the airline industry.
Top money managers' favorite investment trade in the new year are U.S., emerging market and international stocks.
NEW YORK Money manager Martin Sass' team of analysts has long used so-called expert network firms to gain investing insight, but now that the U.S. government is probing how consultants interact with stock pickers, he is taking new precautions.
NEW YORK The Treasury market has been distorted by the Federal Reserve's policies, causing yields to be "too low for too long," and the market faces volatility next year, a top fixed-income strategist with TCW said on Wednesday. | Video
NEW YORK The tax-cut deal in Washington, which led investors to dump U.S. Treasury securities in the last two days, is likely to accelerate an asset-allocation shift into stocks from government bonds into 2011, top investment managers said.
NEW YORK U.S. mid- and small-capitalization stocks should continue to outperform the big-cap market next year as economic growth picks up, Bob Doll, chief equity strategist at BlackRock, said on Wednesday. | Video
NEW YORK Legg Mason Inc's Bill Miller, the star stock picker who was hammered by the recession, is bullish once again on stocks because of President Barack Obama's tax cut plan and the stimulus it will provide to the U.S. economy. | Video
LONDON Russian stocks, unloved for many months, have shot to the top of the 2010 performance tables and look set to rise further as funds like Goldman and HSBC tip Moscow as their favored emerging market play for 2011.
NEW YORK Brazil might be an exception to the rule of thumb that says avoid the asset everyone's piling into, according to the chief executive of Equity International, the international arm of real estate mogul Sam Zell.