Archive for September, 2017

TRENNERT & ZWEIG: ANTITRUST CONCERNS

September 8, 2017

ANTITRUST CONCERNS

There are two business areas where power is being increasingly concentrated in the hands of a few. They have escaped regulatory scrutiny so far but two seasoned market observers believe that is going to change.
Jason Trennert is watching the companies dominating the flow of information. Jason Zweig is focusing on the index fund behemoths.

Watch the related WEALTHTRACK episode.

SURGING INDEX FUNDS, FEWER PUBLICLY TRADED STOCKS, COMPUTER-DOMINATED TRADING, WHAT’S IT ALL MEAN FOR INVESTORS?

September 8, 2017

What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig.
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PASSIVE INDEX FUNDS ARE ALL THE RAGE, BUT WHAT ABOUT ACTIVE FUNDS THAT BUCK THE TREND? TOP PERFORMING MONEY MANAGERS RESPOND

September 1, 2017

Top performing money managers respond to the popularity of passive index investing.
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USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

September 1, 2017

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

    NO INTEREST IN INVESTING:

  • Choose index funds
  • Diversify globally & by asset class
  • Include safe haven investments
    e.g. Treasury bonds & Gold
    COMFORT LEVEL COMBINATION:

  • Core position in broad global stock index fund or ETF
  • Satellite positions in actively managed mutual funds
  • Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
    TRADITIONAL CHOICE:

  • Actively managed funds
  • Global & asset class diversification

Watch the related WEALTHTRACK episode.

Active Response

September 1, 2017

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

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