Archive for May, 2019

LATIN AMERICA ECONOMIC EXTREMES

May 10, 2019

CONSIDER PUTTING A SMALL AMOUNT OF YOUR EMERGING MARKETS ALLOCATION INTO AN ESTABLISHED LATIN AMERICAN FUND.
LATIN AMERICA ECONOMIC EXTREMES

    FAILURES:
    Venezuela’s economic collapse

    SUCCESSES:

  • Open market economies:
  • – Chile
  • – Colombia
  • – Peru
  • POTENTIAL TURNAROUND

      Brazil- attempting serious pension reform

    ESTABLISHED LATIN AMERICAN STOCK FUND

      T. Rowe Price Latin American fund (PRLAX)

    • – Bronze Medalist
    • – 4-Star Rating
    • – Experienced team
    • -“Sound and distinctive growth discipline”

Watch the related WEALTHTRACK episode.

LIPSKY & SARGEN: FED UNDER PRESSURE

May 10, 2019

FED UNDER PRESSURE

One of President Trump’s many targets for criticism is the Federal Reserve. The White House wants the Fed to cut interest rates to stimulate the economy.
Economic thought leaders, John Lipsky, and Nick Sargen weigh in on the administration’s very public lobbying effort.

Watch the related WEALTHTRACK episode.

Late Cycle Growth Opportunities? GAMCO Growth Fund’s Market Beating Howard Ward Looks to the FAANGs

May 4, 2019

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

WARD: MODERN PERSPECTIVE

May 3, 2019

MODERN PERSPECTIVE

A common piece of advice is “never do business with friends or family,” the belief being such relationships are problematical from the start. Such is not the case with veteran money manager Howard Ward whose son is now Associate Portfolio Manager of the GAMCO Growth Fund with boss, Mario Gabelli’s blessing.

Watch the related WEALTHTRACK episode.

MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO

May 3, 2019

MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO

  • Ward’s Choices: Counter-cyclical stocks like utilities and cell tower companies
  • Individual Investors’ Choices: Defensive non-stock assets like cash, Treasury bonds, gold …

Watch the related WEALTHTRACK episode.

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