Tag: great rotation out of bonds and into stocks
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
A rare interview with next generation Financial Thought Leader Ben Inker, co-head of GMO’s asset allocation team. Inker explains why he is increasing GMO’s cash levels and treading very carefully in both the stock and bond markets.