Archive for May, 2013

DAVID DARST: THE CYCLICAL AND SECULAR OUTLOOK FOR GOLD

May 31, 2013

For public television’s pledge week, WEALTHTRACK is revisiting the more personal side of our portfolios, charitable giving, and analyzing one of the biggest changes in philanthropy.  You can see that episode again here. We’ve also added archive episodes that look back at the topic. Continue Reading »

DAVID DARST: THE CYCLICAL AND SECULAR OUTLOOK FOR GOLD

May 31, 2013

Is the stock market overvalued? Is the Fed about to change course? Are investors too optimistic? What place if any should gold have in your portfolio? Those are some of the questions Consuelo will ask Morgan Stanley’s David Darst in a wide ranging interview. Darst, the Chief Investment Strategist at Morgan Stanley Wealth Management is a Financial Thought Leader, acknowledged expert on asset allocation and prolific author of investment books and research. He will share some of his most recent pieces with us on WEB EXTRA including “The Cyclical and Secular Outlook for Gold”.

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Following the recent volatility in the price of gold, and the publication of widely divergent positive and negative views on likely future trends in gold prices, we have prepared a document (below) on the cyclical and secular outlook for gold.

– David Darst

Download “The Cyclical and Secular Outlook for Gold” [pdf]

Download: David Darst’s latest Asset Allocation and Strategy Commentary [pdf]

HARTCH & PRIEST: AWARD WINNING MANAGERS, CONTRASTING STRATEGIES

May 24, 2013

Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now. Continue Reading »

TWO PROS’ PERSONAL PORTFOLIOS

May 24, 2013

We ask Tim Hartch, co-head of the Domestic Equity Team at Brown Brothers Harriman and co-manager of its Core Select Fund, and Bill Priest, Epoch Investment Partners co-Chief Investment Officer and portfolio manager, about their personal portfolios.  It turns out, for these pros having a diversified portfolio is not as easy as one might think.

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Watch the related episode of WEALTHTRACK

ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”

May 17, 2013

Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low. Continue Reading »

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