CHINA DEBT One of the indicators China bears cite in their glum assessment of China’s economy is the country’s debt levels. According to a report by global consulting firm McKinsey, China’s debt to GDP has increased nearly four-fold since 2007. At nearly 282% of GDP it now exceeds U.S. levels. Matthews Asia Investment Strategist, Andy […]
Guests
ZWEIG: DEMYSTIFYING WALL STREET
Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, “The Intelligent Investor” columnist at The Wall Street Journal and author. His latest book, The Devil’s Financial Dictionary provides an entertaining, informative and insightful look into Wall Street’s true nature.
BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE
Two top-ranked global value investors, both admirers of Warren Buffett, will join us this week on WEALTHTRACK. Both invest in quality companies selling below their intrinsic value and in doing so frequently buy companies that are out of favor. Ariel International Fund’s Rupal Bhansali and BBH Core Select fund’s Timothy Hartch share their contrarian strategies and ideas.
MCMAHON: BUILDING INCOME
Finding investment income is not getting any easier. The Federal Reserve’s most recent decision to keep short term interest rates at record lows means there is no relief yet. Many professional and individual investors have turned their attention to dividend paying stocks for current income and future growth. This week’s guest is among them, but with a twist. He is looking overseas, where dividend yields are generally higher and dividend paying cultures are stronger. Thornburg Investment Management’s Chief Investment Officer and Portfolio Manager Brian McMahon discusses how he finds growing sources of income around the world in his Thornburg Investment Income Builder Fund.
MCMAHON: DUAL DISCIPLINES
Thornburg Investment Management’s Chief Investment Officer Brian McMahon invests in both stocks and bonds in his Thornburg Investment Income Builder Fund, as he has throughout his career. I asked him about the relationship between stock and bond investing. Watch the related WEALTHTRACK episode.
MCLENNAN: CRISIS INVESTING
First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle. He’ll explain how he is building an all-weather portfolio to withstand future market storms.