This week’s Premium is special and out-of-the-ordinary as it can only be seen here.
Recently Consuelo interviewed Stephen Smith, Managing Director and Portfolio Manager of Brandywine Global Fixed Income Strategies. Brandywine is one of Legg Mason’s investment management companies and Smith has some engaging thoughts to consider about global investing opportunities in 2013.
Archives for February 2013
Mark Yockey: A Great Investor with a Contrarian Streak
Morningstar International Stock Fund Manager of the Year winner, Artisan International Fund’s Mark Yockey, discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies.
Mark Yockey’s Current Book Favorite
In this week’s WEALTHTRACK Extra, we learned that Artisan International Fund’s Mark Yockey is a history buff and he’s loving what he’s reading right now.
BEWARE THE CONSENSUS VIEW
With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up. Watch this Episode
Perks & de Lardemelle: Income vs. Protection With Two Leading Fund Managers
Franklin Income Fund has delivered monthly payments to shareholders since 1948! Portfolio manager Edward Perks explains how he is carrying on the tradition. Plus IVA Worldwide Fund’s Charles de Lardemelle explains where he is finding value and protection around the world.
CONSIDER PUTTING SOME MONEY INTO HIGH QUALITY COMPANIES WITH A HISTORY OF PAYING AND INCREASING DIVIDENDS
A Morningstar favorite with quality dividends: Vanguard Dividend Appreciation ETF (VIG) VIG data by YCharts Watch this Episode
