As is our custom, we conclude the year by reflecting on the 10 most-read articles over the past 12 months. In decreasing order, based on the number of unique readers, those are:
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Gundlach’s Forecast for 2014 by Robert Huebscher
January 1, 2014
In his 30-year career as a fixed-income manager, Jeffrey Gundlach has never seen a forecast as solidified across every asset class as is the consensus for 2014. Investors expect stocks to outperform bonds, gold to be a "loser," commodity prices to head lower, domestic markets to outperform non-U.S. markets and the dollar to be strong, according to Gundlach. But many of those views are wrong, he believes.
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Why Annuities HATE Ken Fisher. And you should too. by John H. Robinson
April 22, 2014
Before we commend Ken Fisher for his vitriolic antipathy toward variable annuities, there is one little problem we need to recognize. Fisher’s claims are at odds with a growing body of empirical research published in peer-reviewed academic and professional journals.
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Kyle Bass: The Looming Crises in Asia by Robert Huebscher
May 27, 2014
For the last several years, nobody has been more outspokenly bearish on Japan than Kyle Bass. In a recent talk, Bass reiterated his doubts about Japan's chances of averting a debt crisis. What's more, he also said China's economy will fall below expectations.
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Does Rebalancing Really Pay Off?? by Michael Edesess
April 15, 2014
No investment advice is more universally offered than the advice - originally posited by William Bernstein - to rebalance your portfolio. Yet, the evidence that this practice is beneficial is shockingly meager.
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James Montier - What Worries Me Right Now by Robert Huebscher
February 4, 2014
GMO’s investment strategist James Montier discusses why corporate profits will revert to the mean, what investors should know about the controversy over CAPE valuations, and the one issue that is the "preeminent occupation" of his mind right now.
