Part 1 of 2
Influential strategist Richard Bernstein reflects on the most successful investment themes of the last 20 years and why deglobalization and the concomitant reindustrialization of America is his number one theme now.
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RICHARD BERNSTEIN
- CEO & Chief Investment Officer, Richard Bernstein Advisors
- Former Chief Investment Strategist, Merrill Lynch
- Member, Institutional Investor’s Hall of Fame
- Author, Navigate the Noise: Investing in the New Age of Media and Hype
ACTION POINT
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BOOKSHELF
ONE INVESTMENT
BERNSTEIN: BUY STOCK MARKET EX “MAGNIFICENT 7”
- Overweight rest of the market
- Magnificent 7 stocks overvalued
- Small and mid-cap U.S. stocks his personal preference
- Emerging markets are attractive
STOCK, BOND, FUND MENTIONS
First Trust RBA American Industrial Renaissance® ETF (AIRR)
FROM THE WEALTHTRACK ARCHIVES
Richard Bernstein’s previous appearances on WEALTHTRACK