Global bond manager Jack McIntyre says central banks around the world are determined to stamp out inflation. Their success will determine the direction of markets and economies. He explains how he is investing for several outcomes.
MCINTYRE: KEEPING INVESTMENT FOCUS
As a global bond manager Jack McIntyre has to pay attention to multiple geopolitical developments, markets, and trends. An early interest in China has helped him keep his focus.
A WIDELY FOLLOWED INVESTMENT STRATEGIST’S INDICATORS NOW SIGNALING HEIGHTENED RECESSION RISK
We are joined by ClearBridge’s Investment Strategist Jeff Schulze, who explain why he now believes that there is a 55% chance of a downturn, why a recession is not inevitable but what conditions could push it one way or the other. He will also discuss market implications and strategy.
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INFLUENTIAL ECONOMIST AND FED WATCHER PAUL MCCULLEY ON FED POLICY, RECESSION PROSPECTS AND THE MARKETS
A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor, Paul McCulley. He shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets.
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RUSSO: CALM OPTIMISM
Great value investor Tom Russo explains why he is able to remain calm and optimistic no matter what the market environment.
HOW A CONCENTRATED PORTFOLIO OF GLOBAL BRAND NAME COMPANIES IS FARING IN THIS CHALLENGING MARKET
Global value investor Tom Russo says today’s investment environment is the most challenging of his 40 year career. He explains why his core companies are up to the challenge.
