DEFENSE OF WALL STREET Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for […]
TRENNERT: UNAPPRECIATED BULL MARKET
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FOCUS ON COMPANIES WITH FINANCIAL STRENGTH
FOCUS ON COMPANIES WITH FINANCIAL STRENGTH Entering a period of increased volatility Many companies have taken on large amounts of debt to take advantage of low interest rates IMF warning of rising corporate failures 3 U.S. COMPANIES SEEN AS BETTER CREDITS THAN U.S. TREASURYS (as of 10/1/15 – Lower 5-year CDS spreads than U.S. Treasurys) […]
GAFFNEY: CONTRARIAN BOND INVESTING
Contrary to most forecasts, award winning portfolio manager Kathleen Gaffney sees a brighter growth outlook in China, the U.S. and much of the world, and is finding unusual bargains in battered areas like energy and commodities. On this week’s WEALTHTRACK, Gaffney explains why she is investing in unpopular places in her Eaton Vance Bond Fund.
GAFFNEY: BOND ILLIQUIDITY
BOND ILLIQUIDITY Bond market illiquidity post financial crisis is a concern of many fixed income investors. Eaton Vance Bond Fund’s lead portfolio manager, Kathleen Gaffney explains what it means and how she is handling it. Watch the related WEALTHTRACK episode.
THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO
THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO Individual investors have flexibility to buy small positions in targeted ETFs and mutual funds Energy, emerging markets and gold are unpopular sectors now Watch the related WEALTHTRACK episode.
