BOND INDEX SKEPTICS Indexing is all the rage in stock markets but it hasn’t had the same penetration in fixed income markets, at least not yet. Not surprisingly active managers, John Bellows and Stephen Smith believe passive index investing doesn’t make sense in the bond world. Watch the related WEALTHTRACK episode.
Stephen Smith
TWO AWARD WINNING BOND MANAGERS EXPLAIN WHY LOW INTEREST RATES & SUBDUED INFLATION WILL KEEP THE ECONOMIC RECOVERY ON TRACK AND THE IMPLICATIONS FOR INVESTORS
Finding rare sources of income in a low-income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows.
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SMITH: LEGENDARY MAVERICK
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.
STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?
Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. For our WEB EXTRA feature Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.
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.
