Archive for May, 2021
New Opportunities and Challenges for Bond Investors
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 interest rates declining to record lows, has the bottom finally been reached after many false starts? How real is this uptick in rates and what does it mean for bond investors?
Our guest on WEALTHTRACK this week is Mary Ellen Stanek, Chief Investment Officer of Baird Advisors, and President of the Baird Funds, where she heads up the Fixed Income Team overseeing $91 billion dollars worth of bond investments.
Stanek discusses the rapidly changing conditions and her team’s all-weather bond strategy in what she calls uncharted waters.
WEALTHTRACK Episode #1747 broadcast on May 21, 2021
More Info: https://wealthtrack.com/new-opportunities-and-challenges-for-bond-investors-with-top-rated-bond-manager-mary-ellen-stanek/
STANEK – OPEN FOR BUSINESS
Mary Ellen Stanek and her team took an unusual route during COVID. They kept their offices open for business. She explains why they made that choice and how it worked out.
Continue Reading »NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK
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 interest rates declining to record lows, has the bottom finally been reached after many false starts? How real is this uptick in rates and what does it mean for bond investors?
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 one of the many reasons we are delighted to have him with us this week. For those of you not familiar with him, he is Co-Portfolio Manager of the FPA Crescent Fund which he founded in 1993 and ran for many years before bringing on his current team. Since its inception this go anywhere, invest in anything balanced fund has delivered better than 10% annualized returns besting the stock market and its balanced portfolio benchmarks by substantial margins.
WEALTHTRACK Episode #1746; Originally Broadcast on May 14, 2021
More Info: https://wealthtrack.com/great-investor-steven-romick-loaded-up-on-unloved-stocks-during-2020-sell-off-whats-his-plan-now/
ROMICK – PANDEMIC IMPACT
Steven Romick and the FPA Crescent team were convinced early on that life would return to normal after COVID; they just didn’t know when. Romick describes how they coped and what’s changed.
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