Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus.
THE GREAT ROTATION
The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors.
DIFFERENT INVESTMENT WORLD
A different investment world. Financial Thought Leader, James Grant, Editor of Grant’s Interest Rate Observer declares the 35 year bull market over and sees few opportunities to replace it.
Veteran value fund manager, IVA Advisers’ Charles de Vaulx explains why he has nearly 40% of his portfolios in cash.
WEALTHTRACK Episode #1331; Originally Broadcast on January 20, 2017
Listen to the audio only version here:
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- Guest Info
- Action Point
- One Investment
- Stock Mentions
- Video Archive
- Web Extra
CHARLES DE VAULX
- Chief Investment Officer,
- International Value Advisers, LLC
CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO
No Bookshelf titles this week.
Valuable Japanese Pharmaceutical
- Astellas Pharma Inc ADR (ALPMY)
- Stock price: $13.53
- 52-week range: $12.50-19.40 (as of 1/18/17)
More information regarding WEALTHTRACK transcripts can be found here
International Value Advisers’ is holding nearly 40% of its portfolios in cash. Why are they taking such an extreme position in both their IVA Worldwide and IVA International Funds? Portfolio manager Charles de Vaulx says in his more than 30 year investment career he has never seen so much disruption in so many industries.
NEW FINANCIAL WORLD – GLOBAL OUTLOOK 2017
In part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman, and top global investor Matthew McLennan we look at the dramatic financial changes occurring around the world and what they mean for business and investors.