Archive for July, 2013

TOP OF HIS GAME

July 16, 2013

How has Loomis Sayles’ legendary bond fund manager, Dan Fuss, stayed at the top of his game and the top of “the” game for as long as he has? We asked him.

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THE BIGGEST DIFFERENCE

July 16, 2013

Top ranked strategist-turned-money manager Richard Bernstein of Richard Bernstein Advisors tells us the biggest differences he’s found between his two professions.

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Fuss & Bernstein Transcript 7/12/2013 #1003

July 12, 2013

CONSUELO MACK:This week on WealthTrack, as the 30 plus year era of ever lower interest rates winds down, how can investors stay on track? Loomis Sayles legendary bond manager, Dan Fuss and top ranked strategist and portfolio manager Richard Bernstein share their investment itineraries, next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. The investment climate has changed. After falling for decades, interest rates are rising. And as in everything else in this global, electronically connected universe, the shift has been dramatic and rapid. Credit or blame Federal Reserve Chairman Ben Bernanke’s testimony to Congress weeks ago, which Wall Street is still parsing. When will the Fed “taper” its stimulative bond purchasing program? Who knows! Even Bernanke says it’s data dependent, but the markets have been responding ever since with increased volatility.

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STAY THE COURSE AND IF YOU MUST MAKE PORTFOLIO CHANGES TAKE INCREMENTAL STEPS…

July 12, 2013

Stay the course and if you must make portfolio changes take incremental steps… the markets might be choppy, others might be panicking, fleeing bonds for instance or piling into stocks, whatever they are doing en masse, don’t follow.

Pros like Dan Fuss and Rich Bernstein have learned over time that going against the herd and taking incremental steps is the best portfolio adjustment strategy.

FAVORITE EMERGING MARKET

July 12, 2013

20130710_ECO_America-1It’s not what you expect!
Top-rated international economist Nancy Lazar and her team at their new macro-economics, policy and strategy firm, Cornerstone Macro call Middle America their favorite “EM.”
Read about that concept, plus why they are “pretty positive” about the U.S. and concerned about China. It’s all in their latest report which they are sharing with us.

Download  “Favorite Emerging Market” [pdf]

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