Archive for January, 2023
McLENNAN: POLITICAL MARKET RISKS
Avid reader Matt McLennan recommends a book that is relevant to some of the political forces in play today with risks to the financial markets.
LEADING GLOBAL VALUE MANAGER MATT MCLENNAN ON COMPANIES THAT THRIVE DESPITE US INVESTMENT RISKS
Part 1 of 2
The Federal Reserve is currently facing a debate on Wall Street about how much longer it will continue to fight against inflation. The Fed’s goal is to bring the inflation rate down to a long-term average of around 2%. Some investors believe that the Fed will continue to stay the course and keep fighting inflation, while others are tracking the slowdown in inflation indicators and believe that the Fed may cut rates in the second half of the year.
Continue Reading »CLARIDA: INSIDE THE FED PERSPECTIVE
Long-time Fed watcher Richard Clarida gained a different perspective, including some surprises once he was inside the Fed making policy decisions.
FORMER FED VICE CHAIR RICHARD CLARIDA SAYS THE FED WILL TIGHTEN UNTIL LONG-TERM INFLATION REACHES 2%
The best advice investors could have received at the start of 2022 was to not fight the Federal Reserve as it embarked on its most aggressive tightening cycle in more than 40 years. By raising the federal funds rate and continuing to hike, investors who recognized the impact on bond and stock prices could have avoided a lot of pain.
Continue Reading »ELLIS: VANGUARD TRANSFORMED
Investment giant Vanguard has been closely identified with its founder John “Jack” Bogle, who created the first index fund for individual investors there in 1976. Bogle left the firm in 1996, but as Charles Ellis explains in Inside Vanguard, Vanguard underwent a transformation after Bogle left. Also, watch this extended interview with John Bogle.
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