Stephen Smith, founding portfolio manager of the Legg Mason Brandywine Global Opportunities Bond fund and finalist for Morningstar’s 2014 Fixed-Income Fund Manager of the Year is known as a contrarian investor. In an exclusive interview on WEALTHTRACK, Smith takes on consensus views about oil prices, interest rates and global growth and shares where he and his team are finding opportunities in bonds and currencies.
Guests
YOCKEY: BULLISH GREAT INVESTOR
The bull market turned six years old earlier this month. How much of a concern is the market’s age and it’s more than 200% advance? In a rare interview, Artisan International and Global Funds’ Great Investor, Mark Yockey explains why he is still finding plenty of opportunities in the market and why the rising dollar is a financial game changer for many companies.
VOTAVA: MAXIMIZING MEDICARE
It is estimated that 95% of Americans receiving Medicare benefits pay too much for their coverage. How do you, or your loved ones avoid that fate? We asked Medicare consultant, Katy Votava to take us through the initial process of navigating the Medicare system and maximizing the benefits available.
EVEILLARD: SPEAKING OUT
Public television is holding its winter fund raising drives for the next few weeks so we are revisiting our annual exclusive outlook for the economy, business, policy and markets with Evercore ISI’s Chairman, Ed Hyman.
NEW THIS WEEK: Legendary value investor, Jean-Marie Eveillard has stepped down from active portfolio management at First Eagle Funds but he hasn’t withdrawn from critiquing central bankers and Wall Street.
SARGEN: FINANCIAL GAME CHANGERS
What are the biggest financial game changers of this decade? The unprecedented cycle of global central bank easing and low interest rates? The dramatic decline in oil prices? Fort Washington Advisors’ Nick Sargen discusses the economic and market moving shifts in energy, inflation and central bank policy – and what they mean for investors
EVEILLARD: LEGENDARY VALUE INVESTOR
An exclusive interview with legendary value investor Jean-Marie Eveillard, who was named Morningstar’s International Manager of the Year in 2001 and received its first Fund Manager Lifetime Achievement Award in 2003. A self-described value investor for 50 years, he is known for his meticulous stock research, cautious, contrarian views and emphasis on avoiding lasting losses for his shareholders. He’s able to share his personal views on investing, the markets and strategy now that he has retired from active management and is Senior Advisor at First Eagle Funds.