Investment Trends Quotes

Investors tend to avoid food companies.

It's very difficult for any particular segment of the stock market to sustain superior performance. The watch word for our financial markets is, "reversion to the mean" i.e. what goes up must come down, and it's true more often than you can imagine.

The majority of world stock markets are now owned by the Arabs.

Investors tend to discover 'hot' mutual fund managers just after a successful run and just before the inescapable force of mean reversion is about to kick in.

It is interesting that the investment industry has invented new ways to lose money when the old ways seemed to work just fine.

For too long people have backed companies on hope value rather than solid products coming out. Now we are coming out the other side.

I believe that the Chinese people as a whole love to make investments in real estate.

Normally, if you have a huge category that leads a bear market all the way down to the bottom - like tech after 2000, or energy in the '80-'82 bear market - you get one quick pop, and then years of lag as we fight the old war.

In the 1970s we saw a massive shift of household savings from the banks to the brokerage firms.

It is very hip to be an angel investor now. There used to be a dozen, two dozen guys at these demo days writing checks. Now there are hundreds.

The big success stories - Facebook, Zynga and Twitter - are leading to investing in ideas on a napkin, because no one wants to miss out on the next big thing.

We are seeing significant growth in foreign investment in Germany.

Harvard and Yale concentrated with venture capitalists that got the best calls and brainpower. Very few firms made most of the money, and they made it in just a few periods. Everyone else returned between mediocre and lousy. When returns happened, envy rippled through institutional money management. The amount invested in venture capital went up 10 times post-1999. That later money was lost very quickly. It will happen again. I don't know anyone who successfully resists this stuff. It becomes a new orthodoxy.

The U.S. and Israel probably lead the way in terms of venture investment in technologies companies focused on the security paradigm. That is quite encouraging.

China is littered with the wrecks of failed joint ventures. Investors are moving toward wholly-owned subsidiaries.

Come year-end, there will be more capital deployed in newspace in 2016 than 2015. I see that trend continuing for the foreseeable future.

When it comes to fund managers and market strategists, this year's hero usually turns into next year's zero.

I find the parallels between how some investors refuse to recognise the trends and our reaction to some of our environmental challenges very powerful. There is an unwillingness to process unpleasant data.

The principal investors in the South African economy are South Africans. And this is something, I think, we should really pay attention to.

Private equity capital in each of those markets Europe and Asia - while those markets have very different characteristics - fills a niche where either strategic investors or the public markets don't go, or don't want to go for some particular reason. I think that's going to continue to be the case going forward.

Many U.S. investors are already investing overseas rather than at home.

Hindi film industry's fortunes are directly connected to that of the world finance markets.

Venture-capital firms invest in trends by projecting returns. But most projections are pretty much bogus, and research shows that experts are no better at predicting the future than dart-throwing monkeys.

An irresistable footnote: in 1971, pension fund managers invested a record 122% of net funds available in equities - at full prices they couldn't buy enough of them. In 1974, after the bottom had fallen out, they committed a then record low of 21% to stocks.

Hint: money flows into most funds after good performance, and goes out when bad performance follows.