Archive for May, 2017

Klingelhofer & Venditti: Active Edge

May 26, 2017

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HIGH RISK BOND MARKETS GIVE ACTIVE MANAGEMENT THE EDGE

May 26, 2017

The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management.
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SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

May 26, 2017

SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

  • Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods
  • Over last 5 years, 63% of actively-managed bond funds outperformed passive funds

Watch the related WEALTHTRACK episode.

KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?

May 26, 2017

ACTIVE ADVANTAGE BONDS?

Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage.  Find out more here.
Watch the related WEALTHTRACK episode.

PREMIUM: KLINGELHOFER & VENDITTI

May 24, 2017

ACTIVE EDGE

The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management.

WEALTHTRACK Episode #1349; Originally Broadcast on May 26, 2017

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We have compiled additional information and content related to this episode.

JEFF KLINGELHOFER

NICHOLOS VENDITTI

Consuelo MackNewsletter available soon.
Mathews Asia


SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

  • Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods
  • Over last 5 years, 63% of actively-managed bond funds outperformed passive funds

No Bookshelf titles this week.


KLINGELHOFER: DIVERSIFICATION & RISK MANAGEMENT

U.S. consumer is bright spot in global economy

    Asset-back securities:

  • Relative value
  • Short maturities
  • Floating rates
  • Liquid

VENDITTI: PROVEN MUNI METHOD

  • Use a laddered strategy for municipal bonds
  • Offers outperformance over time
  • Favors 12-15 year maturities

No stock mentions in this episode.

Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance of these guests on WEALTHTRACK.

ACTIVE ADVANTAGE BONDS?

Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage.  Find out more here.

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