Archive for October, 2013

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!

    

PREMIUM: DAVID ROSENBERG

October 10, 20130 Comments

Seismic Investment Shift

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.

GREAT INVESTOR EXCLUSIVE Transcript 10/04/2013 #1015

October 8, 2013

CONSUELO MACK: This week on WealthTrack, ClearBridge Aggressive Growth Fund Manager Richard Freeman has been on the fast track for 30 years with no signs of slowing down. Where is this Great Investor driving the portfolio now? That’s next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. Where do you come out in the classic, Wall Street “growth versus value” debate?  When you look at your portfolio are there more value or growth stocks and funds?  What’s the difference between the two categories?  Traditionally growth stocks are defined as having higher than average

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 »

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