WEALTHTRACK has identified Kathleen Gaffney as a next generation Great Investor because of her outstanding track record at the Loomis Sayles Bond Fund, alongside legendary co-manager Dan Fuss. Gaffney recently left her old firm to launch a new bond fund at Eaton Vance. I asked her to explain the biggest difference between running a huge fund […]
KATHLEEN GAFFNEY – BOND BETS!
Federal Reserve Chairman, Ben Bernanke, surprised everyone this week by announcing that the Fed would not stop its quantitative easing as Bernanke hinted he would do by the end of the year. The announcement sent the stock markets to new highs. Critics say the Fed is sending investors too many mixed messages.
Is this any time to launch a new bond fund? This week’s Great Investor guest thinks so! Kathleen Gaffney co-managed the legendary Loomis Sayles Bond Fund with bond giant Dan Fuss and branched off this past year to launch the Eaton Vance Bond Fund and serves as the firm’s Co-Director of Investment Grade Income. Gaffney will discuss how she’s positioning the Eaton Vance Bond Fund for the turbulent times ahead!
LAZAR & TRAHAN: MACRO MATTERS
Even the most hard-core stock pickers on Wall Street watch out for big picture events that can move markets. But which macro events matter most? Fed “tapering”? The slowdown in China? The housing recovery? Two investment research stars will be exclusively on WEALTHTRACK this week: Nancy Lazar and François Trahan both left their previous firms to become founding partners in Cornerstone Macro, devoted solely to macro economics, policy and strategy. What they identify as the next emerging market will surprise you!
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DON’T BE AFRAID TO INVEST IN YOURSELF
You are the best investment you can make!
HOW TO INVEST IN THE NEW “EMERGING MARKET”: MIDDLE AMERICA
Forget overseas emerging markets! Top-rated strategist, Francois Trahan and economist, Nancy Lazar, partners at Cornerstone Macro, say their favorite emerging market is developing right here at home. Its Middle America which is benefiting from a renaissance in manufacturing and a resurgence in energy production and is attracting both U.S. and foreign investment. Trahan and Lazar say […]
ROBERT KESSLER – IN DEFENSE OF BONDS
It is now accepted wisdom on Wall Street that the great bond rally of the past 30 years is over and that we have entered a new era of higher interest rates. Not so fast says this week’s Great Investor guest, Robert Kessler. He points out we have had many false alarms about economic growth and central bank tightening over the last 6 years only to see interest rates retreat again.
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