Contrary to most forecasts, award winning portfolio manager Kathleen Gaffney sees a brighter growth outlook in China, the U.S. and much of the world, and is finding unusual bargains in battered areas like energy and commodities. On this week’s WEALTHTRACK, Gaffney explains why she is investing in unpopular places in her Eaton Vance Bond Fund.
Guests
GAFFNEY: BOND ILLIQUIDITY
BOND ILLIQUIDITY Bond market illiquidity post financial crisis is a concern of many fixed income investors. Eaton Vance Bond Fund’s lead portfolio manager, Kathleen Gaffney explains what it means and how she is handling it. Watch the related WEALTHTRACK episode.
BOTSFORD: RETIREMENT INCOME FOCUS
Award winning financial planner Erin Botsford believes traditional retirement approaches including heavy reliance on stock and bond investments, asset allocation strategies and set annual withdrawals are unreliable and in some cases downright dangerous. Instead the CEO and founder of The Botsford Group relies on guaranteed sources of income to pay for life’s necessities.
BOTSFORD: CHARITABLE CAUSE
CHARITABLE CAUSE Award winning Financial Planner Erin Botsford isn’t just focusing on the well-being of her clients at The Botsford Group. She and her husband are also spending time and money in Africa. Watch the related WEALTHTRACK episode.
DREIFUS: CONFIDENT INVESTOR
In an exclusive interview, veteran contrarian investor Charlie Dreifus explains why he is not worried about recent stock market turbulence and where he is still finding high quality bargains.
DREIFUS: ON WORRYING
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.” Dreifus is a big believer in the power of compound dividends, which he has put to work in […]