Markets & outlook · Podcast

The Investment World According to Richard Bernstein

Advisors get a macro strategist's framework for weighing fundamentals against momentum across equities and fixed income. Bernstein is presented as a veteran, contrarian voice, which may suit listeners looking for a view outside consensus.

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Summary

By the markets & outlook desk

Barron's Live speaks with Richard Bernstein, global head of macro and customized investing at Janus Henderson Investors, about his views on stocks, bonds, dividends, inflation and the Fed. The episode is framed around his argument that investors should focus on fundamentals rather than momentum, both in the US and abroad.

Bernstein says the focus should shift from momentum to fundamentals at home and abroad.
He is global head of macro and customized investing at Janus Henderson Investors.
The discussion covers his take on stocks, bonds, dividends, inflation and the Fed.
He is described as a veteran market strategist and a contrarian.

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