In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.
We are always looking for investment opportunities for our viewers, even during fund raising season on Public Television. This week a report from past WealthTrack guest, Robert Horrocks, Chief Investment Officer of the pioneering, Asia-oriented mutual fund firm Matthew Asia caught our eye.
The U.S. has been the place to be over the last 5 years, outperforming just about every other stock market. However Horrocks says that is changing. Year-to-date Pacific/Asia ex-Japan equity funds have outperformed U.S. domestic oriented stock funds. Matthews points out that the behavior of the two markets is becoming increasingly differentiated and the correlation between the two is decreasing. What’s going on? Will it last? Horrocks shares his perspective with us.
Read the report [.pdf]
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NOT A REAGAN BULL MARKET: BOND FUND MANAGER, DAN ROBERTS WARNS WIDESPREAD COMPARISONS TO THE REAGAN ERA ARE DANGEROUS FOR INVESTORS
An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reagan bull market and it is much higher risk.