Investment Strategy

European Elections Complicate Outlook

Mohamed A. El-Erian | Posted 05.07.2012

Mohamed A. El-Erian

Europe's election results sound an alarm for European integration and, consequently, the wellbeing of both the region and the global economy. Let us hope that the inevitable short-term volatility is a precursor to a more decisive effort to deal with the continent's festering problems.

Market Inconsistencies Can Be Explained -- and Acted On

Mohamed A. El-Erian | Posted 04.25.2012

Mohamed A. El-Erian

There are four factors that investors need to understand well in order to navigate what is a remarkably fluid outlook for markets.

Markets Balance Solvency, Growth and Liquidity

Mohamed A. El-Erian | Posted 03.29.2012

Mohamed A. El-Erian

The health of the global economy, and that of markets, depends on the success of a series of medium-term hand-offs between the public and private sectors -- in growth, balance sheets and credit flows.

Today's Bounty, Tomorrow's Promise: Better Policies to Manage Natural Resources

Leslie Lipschitz | Posted 05.25.2011

Leslie Lipschitz

It's one of the perennial questions in economic policy-making: How do we best manage the economic and social challenges that stem from resource wealth?

An Investment Strategy for the Next Depression

Dan Solin | Posted 05.25.2011

Dan Solin

The critical question is not: Will there be a depression? That's a question no one can reliably answer. The real question is: Am I in the right asset allocation? Here are some general guidelines.

Has Warren Gone Off the Rails?

Fortune's Stanley Bing | Posted 05.25.2011

<i>Fortune</i>'s Stanley Bing

Warren Buffett is investing $32 billion in Burlington Northern Santa Fe, the nation's 2nd largest railroad. At first blush, this is radically counter-intuitive. A railroad? Isn't that hopelessly brick-and-mortar?

Buffett's Brand Strategy: Putting Stock In Household Names

Washington Post | Tomoeh Murakami Tse and Frank Ahrens | Posted 05.25.2011

From his growing list of acquisitions, Warren E. Buffett seems to be investing like the world's richest 10-year-old boy, if that boy lived in 1955 Ame...