Archive for October, 2015

MCLENNAN: CRISIS INVESTING

October 30, 2015

First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle, including the flagship First Eagle Global fund, which is in the top decile of its world allocation category and is known for its superior risk-adjusted returns. He’ll explain how he is building an all-weather portfolio to withstand future market storms. Continue Reading »

ADD SOME PROTECTION TO YOUR PORTFOLIO

October 30, 2015

ADD SOME PROTECTION TO YOUR PORTFOLIO

PORTFOLIO PROTECTION
U.S. Treasurys:

  • Provide liquidity
  • Money back guarantee if held to maturity
  • Hold up in market downturns
  • Non-correlated asset
  • Can buy at auction from government at no cost, from Treasurydirect.gov

Watch the related WEALTHTRACK episode.

MCLENNAN: EDUCATIONAL INVESTMENT

October 30, 2015

EDUCATIONAL INVESTMENT

First Eagle Funds’ Matt McLennan has an incredibly packed schedule heading up the firm’s Global Value team and co-managing four mutual funds for the firm including its flagship First Eagle Global Fund, but he has made a point of devoting much of his free time to educational institutions. We asked him why.

Watch the related WEALTHTRACK episode.

Hartnett: Transforming World Themes

October 23, 2015

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

HARTNETT: INEQUALITY RESPONSE

October 23, 2015

INEQUALITY RESPONSE

Michael Hartnett and his team at Bank of America Merrill Lynch Global Research have identified several investment themes that are transforming the world. Some, such as the unprecedented aging of populations around the world and disruptive technologies such as the internet are well known. But there is one, not yet widely covered, that he thinks could result in significant changes in government policy.

Watch the related WEALTHTRACK episode.

Back to Top