Archive for July, 2020

CRISIS INVESTING WITH VETERAN PORTFOLIO MANAGER, HERSH COHEN

July 31, 2020

We are in a rolling economic crisis right now, subject to the vagaries of the advance or retreat of the COVID-19 virus.  It is an ever-changing scenario with stark winners and losers.
 
The economy contracted at an annualized rate of 32.9% in the second quarter, the sharpest decline in the 70 plus years of GDP tracking.
 
After several weeks of improvement, jobless claims for first-time unemployment benefits rose for the second week in a row. 17 million Americans are now collecting unemployment benefits.
 
So far, the markets have been betting on COVID’s retreat and global economic recovery with big tech leading the way.
 
How to handle these extremes as investors?
 
As we have so many times in the past, on this week’s WEALTHTRACK we are calling upon a veteran investor to give us perspective and investment advice.
 
We’ll hear from great investor Hersh Cohen, Co-Chief Investment Officer of Clearbridge Investments. With more than 50 years of managing money under his belt, Cohen edged out the S&P 500 with much less risk and volatility than the market.   

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Safe Haven Investing in the Bond Market

July 25, 2020

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

OWN SOME SAFE HAVEN INVESTMENTS

July 25, 2020

OWN SOME SAFE HAVEN INVESTMENTS

  • VOLATILITY ON THE UPSWING
  • MORE FREQUENT MARKET DISLOCATIONS
  • GROUP THINK DRIVEN BY ALGORITHMIC TRADING

Watch the related WEALTHTRACK episode.

ATTEBERRY – PANDEMIC CHANGES

July 25, 2020

PANDEMIC CHANGES

Award-winning short-term fund manager, Tom Atteberry reflects on some of the longer-term adjustments he is making in his personal and professional life as a result of COVID-19.

Watch the related WEALTHTRACK episode.

SAFE HAVEN INVESTING WITH FPA NEW INCOME FUND’S TOM ATTEBERRY

July 24, 2020

Safe haven investments are hard to find these days, which is why we need them more than ever.

We are faced with risks we haven’t experienced in living memory. A truly global and spreading pandemic, rolling government lockdowns, unprecedented involvement in securities markets by the Federal Reserve and other central banks, and massive stimulus from governments with payments to individuals and businesses.

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