China, which was struggling to fend off an economic hard landing just last year, has recovered. Japan, which has been stuck in a twenty-plus year trap of deflation and stagnant growth has a new Prime Minister who is determined to stimulate inflation and growth. Both nations have seen their stock markets rally in recent months […]
Guests
CONSIDER INVESTING IN CHINA
China’s economy and markets have reached such a level of size, power, diversity and complexity that it deserves to be treated as a distinct asset class, requiring different investment approaches, as investors have had for years in the U.S. market
Global Thought Leadership II
This week we are showing you additional segments regarding global investing from Consuelo’s interview with Stephen Smith, Managing Director and Portfolio Manager of Brandywine Global Fixed Income Strategies.
Mark Yockey: A Great Investor with a Contrarian Streak
Morningstar International Stock Fund Manager of the Year winner, Artisan International Fund’s Mark Yockey, discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies.
Mark Yockey’s Current Book Favorite
In this week’s WEALTHTRACK Extra, we learned that Artisan International Fund’s Mark Yockey is a history buff and he’s loving what he’s reading right now.
BEWARE THE CONSENSUS VIEW
With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up. Watch this Episode