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Brace yourself for 2012 recession: Charles Dumas
By Jame DiBiasio | 19 September 2011
Lombard Street Research’s Charles Dumas says the global economy will fall into recession and China won’t be able to help. US equities are best poised to lead ...
Fund Managers
Perkins IM talks US value stocks after negative S&P move
By Joe Marsh | 21 April 2011
Large-cap US stocks offer the best value, despite the US being put on negative outlook by rating agency Standard & Poor's for the first time, says the CEO of Perkins Investment ...
Views
US states will struggle to cover costs this year, says ClearBridge
By Joe Marsh | 1 April 2010
In the US equity market, Scott Glasser of ClearBridge Advisors recommends increasing exposure to pharmaceuticals and cutting allocations to the energy sector, among other things.
Asset Owners
Korea Teachers looks to expand global equity exposure
By Dr Insup Lee | 4 March 2010
The $9 billion Korea Teachers Pension Fund is also interested in allocating more to alternatives, says CIO Lee Yun-kyu.
Views
Two managers’ routes to favouring US blue-chips
By Jame DiBiasio | 15 January 2010
The views of Legg Mason's Bill Miller, who pursues value, and ClearBridge's Scott Glasser, who goes after quality, intersect.
Views
Legg Mason’s Bill Miller is tweaking his strategy
By Rita Raagas De Ramos | 5 October 2007
Miller’s Legg Mason Value Trust beat the S&P 500 Index for 15 consecutive years – until last year.
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