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EXTRAORDINARY COMPOUNDING COMPANIES
Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff
Bonds With Social Impact With Five-star Fund Manager Stephen Liberatore
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BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE
This week’s guest is a leader in the relatively recent field of fixed income ESG investing, as well as the new area of impact investing in public fixed income markets, where bond proceeds are directed to a specific project or goal and the results are measurable. He is Stephen Liberatore, lead portfolio manager at TIAA Investments for responsible investment fixed income mandates that incorporate ESG criteria.
Liberatore will discuss what he looks for as a socially responsible bond investor in a field that has traditionally been dominated by equity investors.
WATCH NOW…
PETRIE: SAUDI SHOCKER
SAUDI SHOCKER When Crown Prince Mohamed Bin Salman, widely known as MBS, rose to power in Saudi Arabia in 2017 he was heralded as a corruption fighter and modernizer who would shepherd the conservative Saudi kingdom into the 21st century with reforms including allowing women to drive. His reputation has been sullied since with the […]
THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO
THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO PETRIE’S SUGGESTED ENERGY FOCUS: MIDSTREAM COMPANIES MOVE OIL & GAS FROM WELLS TO END USERS PROVIDE INFRASTRUCTURE LIKE PIPELINES, REFINERIES, STORAGE GENERATE HIGH LEVELS OF CASH FLOW PAY DIVIDENDS ON STOCKS, OR INCOME THROUGH MASTER LIMITED PARTNERSHIPS PETRIE’S SUGGESTED ENERGY FOCUS: MEGA OIL AND […]
