Best and worst investment ideas for 2014

Best investment ideas: High-quality growth stocks
Best investment ideas: High-quality growth stocks © scyther5/

It's all about economic growth for stocks in 2014, some experts say. "As long as global growth remains status quo (i.e., modest) or accelerates, the place to be is certainly in equities," says Tim Ghriskey, chief investment officer at Solaris Asset Management in Bedford Hills, N.Y.

And that's the scenario he sees playing out. "We're likely to see U.S. stocks and European stocks continue to rise," Ghriskey says. If growth accelerates, it could also boost emerging markets stocks, which are highly leveraged to the global economy, he adds.

The International Monetary Fund predicted in October that global economic growth will total 2.9 percent for 2013 and 3.6 percent for 2014.

As for the U.S., "it appears increasingly that equities are breaking into a new bull market after 10 years of rangebound trading," says Michael Sheldon, chief market strategist at RDM Financial Group in Westport, Conn. "Currently, small-cap, economically sensitive and high-beta (high-risk) names are leading the market."

But that may shift to higher-quality growth companies next year, he says.

Mick Heyman, an independent financial adviser in San Diego, is bullish on industrial and technology stocks. "I think manufacturing will continue to pick up. It won't be massive, but if there's just a little upside surprise, I think that's enough to send stocks a little higher," he says.


          Connect with us

Learn the latest trends that will help grow your portfolio, plus tips on investing strategies. Delivered weekly.

CDs and Investment

How should my teen invest $150K?

Dear Dr. Don, My son will turn 18 years old in December. He has $150,000 from a settlement now sitting in the bank. What is the best plan to pursue for investing this money? Is investing in precious metals a good way to... Read more



Dr Don Taylor

Earnings season, investing and you

Should individual investors try to anticipate financial results in an earnings report?  ... Read more

Partner Center

Connect with us