Guests

INVEST WHERE OTHERS FEAR TO TREAD FOR INCOME AND APPRECIATION: EATON VANCE’S KATHLEEN GAFFNEY

February 15, 2019

If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy is in ruins, the president discredited and the opposition mounting? Or a specific company in this country like Pacific Gas and Electric, PG&E for short, the California utility that filed for bankruptcy and bore the physical and legal brunt of the recent devastating California wildfires? Those are fertile ground for contrarian investors or just traditional value investors who look for opportunities where others fear to tread.

Globe-trotting Eaton Vance bond manager Kathleen Gaffney looks where others are fleeing for higher total returns.
Continue Reading »

TOP-RATED RESEARCH TEAM MEMBERS ASSESS THE PROSPECT FOR THE ECONOMIC EXPANSION’S LONGEVITY

February 8, 2019

Economic expansion and bull market longevity outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top-rated research team.

Continue Reading »

PREMIUM: BOHNSACK & RISSMILLER

February 7, 2019

RECESSION AND BEAR MARKET OUTLOOK

Recession and bear market outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top rated research team.

RUNNING OUT OF MONEY IS THE GREATEST RETIREMENT FEAR. HOW TO AVOID IT WITH TWO RETIREMENT EXPERTS

February 1, 2019

Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it.
Continue Reading »

CURRENT MARKET DYNAMICS AND STRATEGY: AN EXCLUSIVE INTERVIEW WITH GREAT INVESTOR HERSH COHEN

January 11, 2019
On the broadcast, we revisit part 2 of our recent annual exclusive global outlook with Wall Street’s #1 economist, Evercore ISI’s Ed Hyman, and leading portfolio manager, First Eagle’s Matthew McLennan. Watch the episode again here.


NEW THIS WEEK:

HERSH COHEN

Great Investor Hersh Cohen has been investing for half a century, 30 years of which were spent at the helm of the award-winning ClearBridge Appreciation Fund and to this day focusing on investing in high quality, dividend growing companies. He shares his perspective on today’s challenging markets.


Great Investor Hersh Cohen is the Co-CIO of Clearbridge Investments and helps oversee the firm’s appreciation and dividend strategies. He shared his most recent portfolio manager commentary with WEALTHTRACK.

Download the commentary [pdf].

A core strategy of Great Investor Hersh Cohen over the fifty years he has been investing, including the thirty years he ran the Clearbridge Capital Appreciation Fund has been investing in high quality, dividend growing companies. He has shared his “Dividend Compounders” list with WEALTHTRACK since he first joined us in 2008.

Download the list [pdf].


Hersh Cohens 2017 Interview and previous appearances from the WEALTHTRACK archives:

Back to Top