Times they are a-changin’…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges for bond investors. Bond prices fall when interest rates rise and vice versa. After a 40-year bull market in bonds, with […]
Archives for May 2021
NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK
One of Barron’s 100 most influential women in U.S. Finance, Mary Ellen Stanek, Chief Investment Officer of Baird Advisors and President of Baird Funds, discusses the rapidly changing conditions in the bond markets.
WATCH NOW…
Equity-Like Returns With Less Than Stock Market Risk
“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is […]
GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?
FPA Crescent’s founder and portfolio manager, Steven Romick has an impressive track record of delivering equity-like returns with less than stock market risk with his contrarian investment approach. You’ll never guess what he is buying now.
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David Swensen
The legendary, long-time manager of the Yale Endowment revolutionized the way endowments and other institutions invest, de-emphasizing stocks and bonds and redirecting funds to long-horizon alternative investments such as hedge funds, private equity, and tangible assets. He cared deeply about helping individuals invest successfully as well. We were honored to have him as a WEALTHTRACK exclusive for two episodes several years ago.
An Embarrassment of Riches in the High Growth Stock Universe
There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers, or both for several […]
