Archive for February, 2022

UKRAINIAN INVASION IMPACT

February 26, 2022

Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Investment strategist Jeff Schulze says what really matters to the markets in the direction of the economy and Federal Reserve policy. According to his proprietary Recession Risk Dashboard, the vast majority of his twelve key indicators remain positive. 

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LEE: MENTAL REFRESH

February 18, 2022

Wyatt Lee oversees nearly $400 billion worth of the gold-rated target-date strategies for T. Rowe Price. It’s a demanding multifaceted job. He shares how he keeps his mind fresh. 

Watch the related WEALTHTRACK episode.

TARGET-DATE FUND ADVANTAGES WITH T. ROWE PRICE’S WYATT LEE, ONE OF THE TOP MANAGERS IN THE BUSINESS

February 18, 2022

Target-date funds have $3 trillion dollars in assets. Millions of Americans are enrolled in them, mostly through company 401(k) plans. They have a track record, multiple products, plenty of competition and fees are declining as a result.

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YARDENI: IN PRAISE OF PROFITS

February 11, 2022

Economist, strategist, and entrepreneur Ed Yardeni has dedicated his latest book, In Praise of Profits!, a defense of entrepreneurial capitalism to its biggest critics, political progressives.

Watch the related WEALTHTRACK episode.

DESPITE HIGHER INFLATION AND INTEREST RATES ED YARDENI MAKES THE BULLISH CASE

February 11, 2022

Yankee legend Yogi Berra famously said, “It’s deja vu all over again,” one of his many memorable expressions. That’s the way I feel this week.  

The “deja vu all over again” is the theme of “Don’t fight the Fed.” The Federal Reserve’s recent pivot from inflation promoter to inflation fighter puts that adage front and center in the current debate between the bulls and the bears.

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