Archive for February, 2013
Recently Consuelo interviewed Stephen Smith, Managing Director and Portfolio Manager of Brandywine Global Fixed Income Strategies. Brandywine is one of Legg Mason’s investment management companies and Smith has some engaging thoughts to consider about global investing opportunities in 2013.
If you are looking for a more diversified portfolio, it may be time to go to distant shores. Yield curves are different all around the world and going outside the U.S. might be best in sourcing out better risk-adjusted returns for your fixed income strategy.
Smith explains his reasons for a increased level of confidence in global markets as the leadership power base has passed from the political class to the all powerful central bankers around the world.
The Search for Income: Mexico
Brandywine’s biggest investment is in Mexico. Why?
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Morningstar International Stock Fund Manager of the Year winner, Artisan International Fund’s Mark Yockey, discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies. Continue Reading »
In this week’s WEALTHTRACK Extra, we learned that Artisan International Fund’s Mark Yockey is a history buff and he’s loving what he’s reading right now.
With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up.
WEALTHTRACK Transcript #935- 2/22/13 CONSUELO MACK: This week on WEALTHTRACK, a rare interview with a great global investor. Artisan International Fund’s Mark Yockey explains why his worldwide hunt for growth has led to big game profits in Japanese auto stocks, foreign beer companies and Chinese casinos. Award winning fund manager Mark Yockey is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. One of the hallmarks of many of WEALTHTRACK’s Great Investor guests is their contrarian streak. Legg Mason’s Bill Miller recently gave us his rationale for buying home building and