Archive for December, 2014

2014’s BEST CALLS

December 26, 2014

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. Continue Reading »

2014’s Best Calls

December 26, 2014

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LOWE: ALIBABA EVOLVING

December 19, 2014

Portfolio Manager Kenneth Lowe from Asian mutual fund specialists, Matthews International Capital Management analyzes companies from several vantage points, including value and past performance. How does hot Chinese media firm Alibaba stack up? We asked him.  

Watch the related WEALTHTRACK episode.

NADEL & LOWE: VOLATILE OPPORTUNITIES

December 19, 2014

We discuss volatility and opportunity in three major emerging markets. 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. Continue Reading »

NADEL & LOWE: VOLATILE OPPORTUNITIES

December 19, 2014

This page is here for technical reasons. Please click here to access the episode page.

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