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• TIME TESTED STRATEGIES FOR SUCCESSFUL INVESTING WITH “HALL OF FAME” STRATEGIST, RICHARD BERNSTEIN

  April 9, 2021

  

  Speculation is rampant in today’s markets. Influential strategist Richard Bernstein explains why it is a money-losing proposition and which investment strategies have proven their worth over time.
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• PREPARING FOR THE NEXT CORRECTION WHILE PARTICIPATING IN THE BULL MARKET WITH MATTHEW MCCLENNAN

  April 2, 2021

  

  With capital preservation a top priority global value investor Matthew McClennan is preparing First Eagle portfolios for the next market correction with hefty gold holdings while participating in the current economic and market boom with economically sensitive stocks.

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• FINANCIAL THOUGHT LEADER PAUL MCCULLEY SAYS BOTH FISCAL & MONETARY HELICOPTER MONEY ARE ESSENTIAL

  March 26, 2021

  

  Before retiring from bond giant PIMCO Paul McCulley was a financial thought leader in macroeconomics, fixed income and Fed policy. He still is. He explains why massive amounts of government and monetary stimulus are vital for economic growth and societal stability.
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• RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE

  March 19, 2021

  

  Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate.
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• MORNINGSTAR’S JOHN REKENTHALER EXPLAINS WHY ETFS WILL SURPASS MUTUAL FUNDS AS THE INDUSTRY STANDARD

  March 11, 2021

  

  Part 2 of 2
  John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows.
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