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IT’S TIME TO LOOK AT U.S. TREASURIES AGAIN
POSITIVE TRENDS FOR U.S. TREASURIES Global interest rates are staying lower longer than most forecasters predicted Other major economies are slowing Other central banks are easing Global geopolitical tensions are rising U.S. Treasuries are investors’ choice for safety and liquidity Watch the related WEALTHTRACK episode.
de LARDEMELLE: VIVE LA DIFFERENCE
Does being French make any difference in Charles de Lardemelle’s investment approach? The Co-Portfolio Manager of IVA Worldwide and International funds says yes it does in some very fundamental ways. Watch the related WEALTHTRACK episode.
de LARDEMELLE: SCARCE VALUE
For most investors, both amateur and professional, the primary goal of investing is to make money. However a handful of our guests have another top priority – capital preservation. IVA Worldwide Fund’s co-portfolio manager Charles de Lardemelle is one of them. On this week’s WEALTHTRACK he explains why he is now holding more cash and fewer stocks in his value seeking portfolios.
François Trahan: Still Bullish
TRAHAN: STILL BULLISH
A rare interview with Cornerstone Macro’s Investment Strategist, François Trahan, who has once again been named the number one ranked strategist on Wall Street by Institutional Investor magazine, as he has been for eight of the last ten years. Trahan has been a stock market bull since the fall of 2011, Still Bullish when the recovery and the markets looked very dicey. Since then he has stuck to his guns and the market has proven him right. What’s his view now? Despite faltering growth in much of the world, rising geopolitical risks and the U.S. stock markets regularly flirting with record highs, he says the U.S. bull market still has several years to run. He’ll explain why.
