Archive for October, 2013

CLIFF ASNESS: LESSONS IN RISK CONTROL

October 18, 2013

Cliff Asness, the Founding and Managing Principal of AQR Capital Management, is also the proud father of two sets of twins.  Consuelo asked him if his risk managing skills from his office are also applied to his household.

    




DAVID ROSENBERG: SEISMIC INVESTMENT SHIFT

October 11, 2013

Financial Thought Leader David Rosenberg is predicting a generational investment shift. The influential Chief Economist and Strategist at Toronto-based wealth management firm Gluskin Sheff recently reversed course on his long standing deflation and bullish bond theme. He believes Federal Reserve Chairman Ben Bernanke’s fight against deflation is working and that we are already seeing signs of inflation emerging and the economy strengthening beyond what most on Wall Street expect.  He explains his new call and why investors should be making some proactive changes to their portfolios now. Continue Reading »

CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME

October 11, 2013

CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME
“HIRP” =  HEDGE INFLATION, RISK PROTECTION

  • Consider making small portfolio adjustments
  • Rosenberg suggests inflation hedge such as TIPS- Treasury Inflation Protected Securities

DAVID ROSENBERG: AN ECONOMIST BY CHANCE

October 11, 2013

It was pure happenstance that renowned financial economist, David Rosenberg, fell into majoring in Economics in college. He is lucky he did, because he is a very good economist!

    




RICHARD FREEMAN – A GREAT INVESTOR EXCLUSIVE!

October 4, 2013

Great Investor Richie Freeman has co-managed the ClearBridge Aggressive Growth Fund since its inception 30 years ago. Twice nominated for Morningstar’s Domestic Fund Manager of the Year award, Freeman has been fascinated by the stock market since the age of 13, when he started watching the ticker at a local brokerage firm after school.  His admitted obsession with stocks has paid off. ClearBridge Aggressive Growth has delivered market and peer beating results over the decades and is now ranked in the top percentiles for the last one, three and five year periods. In this WEALTHTRACK exclusive, Freeman describes his unusual highly concentrated, low turnover approach to investing. Continue Reading »

Back to Top