David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio.
Guests
DIMELLA: MUNI ADVANTAGE
Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.
KLEINSCHMIDT: EXCLUSIVE STRATEGY
An exclusive interview with Tocqueville Fund’s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now.
BUCHANAN: UNPOPULAR OPPORTUNITIES
Top bond manager Michael Buchanan explains why he and the award winning Western Asset Management team are finding the best opportunities in unpopular areas.
DORFMAN: VALUABLE INVESTING?
Are you better off with a robot? Dorfman Value Investment’s John Dorfman discusses why his robot list performs so well, but is not for most investors.
HYMAN & STATTMAN: PART 2 – EXCLUSIVE 2016 GLOBAL OUTLOOK
In part II of our annual, exclusive interview with legendary economist Ed Hyman of Evercore ISI and BlackRock Global Allocation Fund’s Dennis Stattman the focus is international and the state of the world’s economies and markets in 2016.