Nobel Prize-Winning Economist Robert Shiller Concerned about Low Treasury Yields


A Nobel winning economist, who successfully predicted dot-com and housing bubble, is worried about low Treasury yields.

Nobel Prize-winning economist Robert Shiller is worried about near-record-low Treasury yields. This coming from a man who successfully predicted the dot-com bubble of the late 1990s and the housing bubble of the mid-2000s, and his feeling should hold great weight aruond Wall St.

"Something very strange is going on," Shiller told Business Insider's Akin Oyedele in an exclusive interview. "It seems unlikely that interest rates will stay so low for 30 years."

Speaking of new market variables, Dan Fuss — the vice chairman of Loomis Sayles and the lead portfolio manager of its flagship bond fund — is keenly focused on climate change and the investing opportunities it provides.

"To be honest with you, I'm obsessed with it," he told Oyedele in another exclusive interview.

He went on to outline how he's deploying his money: investing in both pure-play natural gas companies, and in oil companies who also produce natural gas.

Ben Inker, head of asset allocation at Grantham, Mayo, & van Otterloo ($60 billion) sees an "extraordinary" opportunity brewing in the value sector of equity markets. He says it reminds him of a period shortly after the bursting of the tech bubble, when value stocks dominated growth stocks.

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Economics, Finance and Investing