Who got the economy and markets right in 2014? We introduce the economist, strategist and portfolio managers who hit home runs on WEALTHTRACK this year.
Archives for December 2014
2014’s Best Calls
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NADEL & LOWE: VOLATILE OPPORTUNITIES
Despite the recent sell off in Russia, other oil exporting countries and emerging markets in general, the standard investment view has been that three of the BRICs – China, India and Brazil – are just too big and consequential to be ignored. This week’s guests concur. Kenneth Lowe, Portfolio Manager of the Matthews Asia Focus fund and the Matthews Asian Growth and Income fund, and David Nadel, Director of International Research for Royce & Associates and Portfolio Manager of several funds, including the Royce International Smaller-Companies fund, will discuss the opportunities they are seeing in Brazil, China and India.
NADEL & LOWE: VOLATILE OPPORTUNITIES
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TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS
Donate appreciated stocks or mutual funds to favorite charity Must have held for at least one year Make bequests during your lifetime Give up to $14,000 per person to as many people as you like without filing a gift-tax return Max out 401(k) plan Watch the related WEALTHTRACK episode.
McLennan: Patient Investing
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