John Lipsky

WILL THE MASSIVE POLICY RESPONSE HALT THE GLOBAL ECONOMIC FREEFALL?

April 24, 2020

NEW THIS WEEK
We are witnessing massive policy responses of historic proportions. The fiscal and monetary reaction to the COVID-19 shut down of economies around the world has been unprecedented in its size and speed. How effective will it be and who stands to benefit from the stimulus? Who is at most risk of being left behind?

We have measured answers from a major player in resolving the Global Financial Crisis a decade ago. John Lipsky, who was the First Deputy Managing Director at the IMF from 2006-2011 during the height of the crisis joins us with his in-depth analysis of the policy response then and now and perspective on current risks. He raises serious concerns about the economic health of southern Europe, Italy in particular and emerging market countries as well.  It’s a heads up for the international exposure of our portfolios. 

Listen to the audio only version here:

JOHN LIPSKY


[box type=”shadow”] As WEALTHTRACK transitions to remote production we are tapping a rare interview we did recently with third-generation investor Chris Davis whose family’s half a century perspective brings calm in the midst of the current chaos. Watch the episode again.

PREMIUM: HARADA & KHANDUJA

April 17, 2019

INVESTING FOR IMPACT

Environmental impact investing is attracting dollars and delivering results. Two experts share their investment strategies.


WEALTHTRACK Episode #1544; Originally Broadcast on April 19, 2019

[learn_more caption=”Click Here to Learn More…”] The Clean Rivers Project is DC Water’s ongoing program to reduce combined sewer overflows (CSO’s) into the District’s waterways – the Anacostia and Potomac Rivers and Rock Creek. The Project is a massive infrastructure and support program designed to capture the clean wastewater during rainfalls before it ever reaches our rivers. Learn more…
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Explore This Episode

We have compiled additional information and content related to this episode.

CHRISTINE HARADA

VISHAL KHANDUJA

  • Portfolio Manager,
  • Calvert Green Bond Fund

Consuelo MackNewsletter available soon.
Mathews Asia


Check out:
Social Value Investing: A Management Framework for Effective Partnerships
By Howard Warren Buffett and William Eimicke

  • Public, private, philanthropic partnerships can work
  • Neither sector can solve global challenges by themselves
  • Working together can be more effective in addressing big issues such as inequality, climate change, affordable house, healthcare & food insecurity
  • Buffett & Eimicke show examples of effective & ineffective ways to partner



Social Value Investing: A Management Framework for Effective Partnerships


HARADA: GREENHOUSE GAS REDUCTION

  • Invest in companies that reduce greenhouse gas emissions
  • Focus on commercial real estate and electrified transportation

KHANDUJA: SUSTAINABLE BOND SWEET SPOT

  • Bonds maturing in one to five years best place to be
  • Renewable energy bonds best for long-term impact

  • Avangrid, Inc. (AGR)
  • Solar Mosaic (privately held)


This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance of both guests on WEALTHTRACK

HARADA: LOGICAL CHOICE

Christine Harada, an aerospace engineer by training is the president of i(x) investments, a startup focused on venture capital investments in companies making a positive impact on society. She says one led to the other.

KHANDUJA: UNEXPECTED OPPORTUNITIES

As a portfolio manager Vishal Khanduja was focused largely on obtaining the best risk-adjusted financial returns for his clients. Then he joined socially responsible investing pioneer, Calvert.

GLOBAL ECONOMIST JOHN LIPSKY JOINS STRATEGIST & AUTHOR NICK SARGEN WITH PERSPECTIVES & ADVICE

June 29, 2018

Two wise men of global finance, John Lipsky and Nick Sargen discuss policies and investments in the Trump era.

Continue Reading »

Nick Sargen & John Kim on How Financial Pros Invest For Themselves

February 1, 2013
Two Chief Investment Officers of top-rated insurance companies, John Kim of New York Life and Nick Sargen of the Western & Southern Financial Group, were asked if they were using any alternative investments in their personal accounts. We find out they take the same disciplined approach in their personal portfolios as they do in their institutional ones.

CONSIDER HIGH QUALITY EUROPEAN STOCKS

September 7, 2012

Morningstar recommends:
Mutual European Z (MEURX)
Find the latest stats here.

  • Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record

Watch this Episode

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