How vulnerable are the markets? Despite rising geopolitical conflicts and uncertainty surrounding the Federal Reserve’s exit plan from its unprecedented monetary expansion, U.S. stock and bond markets are trading near record highs. Two veteran global investors, private investor William Wilby, formerly of number one ranked Oppenheimer Global Fund and Fort Washington Investment Advisors’ Chief Economist and Senior Investment Advisor Nicholas Sargen share their perspective and strategies.
Guests
BOB DOLL: PERSONAL PORTFOLIO
Bob Doll has always worn two hats, one as a strategist and the other as a portfolio manager of large-cap stock funds, roles he continues today at Nuveen Asset Management. The only difference is that he is now overseeing nine large cap mutual funds under the Nuveen name. In addition to his “Traditional” large cap […]
ROBERT DOLL: MARKET ORACLE
This week’s WEALTHTRACK guest has made a name for himself with his annual predictions and with his proven investment skill. Bob Doll, Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management, has run several large cap stock mutual funds for three decades. We’ll get a personal take on his mid-year predictions for investment opportunities, and traps to avoid.
HOW YOUR FINANCIAL PLAN CAN GO OFF COURSE
That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
STEVEN LEUTHOLD: MUTUAL FUND EXIT
A couple of years ago Great Investor Steven Leuthold had $5 billion dollars under management and was overseeing 7 mutual funds at his old firm, The Leuthold Group, plus publishing a lengthy newsletter, View From the North Country every month. Then he decided to call it quits from the mutual fund business and launch a […]
STEVEN LEUTHOLD: THE CONTRARIAN’S CONTRARIAN
Contrarian money manager Steven Leuthold called it quits from the tightly regulated mutual fund business a couple of years ago. He wanted to escape from the rules, the pressures of managing billions and grueling publishing deadlines. Last year he launched Leuthold Strategies, a small private investment partnership. He’s investing in businesses that many investors consider to be toxic, including uranium mining and Chinese water and pharmaceutical companies. He’ll explain his unusual choices.