Great Investor Kathleen Gaffney launched the Eaton Vance Bond Fund in 2013. This year she is involved in launching another more personal venture which she explains. Watch the related WEALTHTRACK episode.
Guests
KATHLEEN GAFFNEY – BOND RISKS
Great bond investor Kathleen Gaffney says it’s been the quietest summer bond market in her 20 plus years of managing fixed income funds. Is this the proverbial calm before the storm? Have years of low interest rates lulled investors into another false sense of security? Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly. She’ll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios.
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ZWEIG & CLEMENTS: GETTING GOOD FINANCIAL ADVICE
What do you need to be aware of when you are choosing a financial advisor? What are the hidden costs? Is it better to pay a commission or a percentage of your assets? Two top personal finance journalists, Jason Zweig and Jonathan Clements, both now at The Wall Street Journal, discuss getting good financial advice. […]
JASON TRENNERT: RUNNING YOUR OWN BUSINESS
Financial thought leader and Chief Investment Strategist Jason Trennert left the security of ISI Group, a top ranked macroeconomic research firm in 2006 to launch his own firm with two partners. Strategas Research Partners is now a highly successful independent research, strategy and policy firm in its own right. We asked him to share the […]
TRENNERT: THERE IS NO ALTERNATIVE
How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s WEALTHTRACK guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain.
BILL WILBY: GEOPOLITICAL RISKS
From his early days at West Point, to his work in Military Intelligence in Vietnam and Europe, through the 12 years running his top ranked Oppenheimer Global Fund, Great Investor Bill Wilby has always kept his eyes on geopolitical risks. In my recent interview with him and Fort Washington Investment Advisors’ Nick Sargen I asked […]