Tag: China economic slowdown


February 5, 2014

CONSUELO MACK: This week on WealthTrack, part two of our exclusive interview with two financial champions. After last year’s winning performance, what are they doing for an encore in 2014? Wall Street’s recognized king of economists Ed Hyman joins investment superstar Bill Miller to discuss their game plan next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This week we are continuing our conversation with two Wall Street legends. Ed Hyman, chairman of independent institutional research and money management firm, ISI Group, joins us exclusively every year with his forecasts for the New Year. Ed has been voted the number one economist by institutional investors for an unprecedented 34 years running.

He is joined by another regular WealthTrack guest, who has frequently appeared exclusively with us as well. Great Investor Bill Miller is known for his record setting 15 year winning streak with his former fund, Legg Mason Value Trust, which won him numerous accolades over the years. But what is less well known is his performance with his much smaller Legg Mason Opportunity Trust Fund which he launched in 1999. Opportunity Trust just completed a spectacular two year run, up 67% last year following a 40% gain in 2012, placing it in the number two and number one slot respectively.

Last week we talked with both Miller and Hyman about their exceptional performance last year, Ed as a forecaster and Bill as an investor and what trends they were tracking that determined their forecasts and strategies. This week we are taking a deeper dive into the forces that will shape economic and market behavior this year. I began by asking them each to identify what their analysis is telling them will be the biggest surprise of 2014. Continue Reading »

GLOBAL INVESTMENT TRENDS Transcript 8/16/2013 #1008

August 22, 2013

CONSUELO MACK: This week on WealthTrack, Morgan Stanley’s asset allocation king David Darst teams up with Mutual Global Discovery Fund’s Peter Langerman to dig for hidden treasures in world markets. Where are they finding buried bargains? Darst and Langerman on where the global values are, next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This has been a great time to be a U.S. investor. Over the last couple of years American stock markets have outperformed the gains in other developed markets, including Europe, and have trounced the losses experienced in many emerging markets. Having a home bias has paid off, but will it continue to do so? If history is any guide the answer is no!

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