RECENT PROGRAMS

FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD

February 21, 2020

The reality is most Americans have not met their retirement goals. Here are some findings from a recent Fidelity Investments Retirement Mindset Study which surveyed adults of all ages, both male and female. Eighty-two percent of the general population don’t have a retirement plan in place. 

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NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI

February 14, 2020

In the current market cycle dating from 2009 coming out of the great financial crisis:

  • Equities dominated bonds and commodities
  • The U.S. trumped international
  • Growth outpaced value
  • And large U.S. tech companies dominated just about every sector and security

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.
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TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY

February 7, 2020

When you are hot you’re hot and this week’s WEALTHTRACK guest has been on a tear since launching his Baron Global Advantage Fund in 2012. Alex Umansky is new to WEALTHTRACK but he is a seasoned investor with an outstanding track record.
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ASSESSING THE ECONOMIC FALLOUT FROM THE RAPIDLY EVOLVING CORONAVIRUS STORY

January 30, 2020
As regular WEALTHTRACK viewers know, we have asked economic legend Ed Hyman to share his new year forecast with us every year since our 2005 launch. We also invite a leading portfolio manager to join him. For the fourth year in a row First Eagle’s Matthew McLennan has done the honors. We are re-running the second interview we did with them at the end of 2019 which focuses on the global economic and investment outlook. We tackled the 2020 prospects for the U.S. economy and markets in part one. You can watch it again here.

NEW THIS WEEK… CORONAVIRUS IMPACT UPDATE
Ed Hyman and his top-ranked economic team are tracking the evolving Coronavirus story daily as its impact widens and becomes more known. They have shared two of this week’s reports to clients with us. One, their 1/27/20 Morning Economic Report examining the global economic implications and what happened to the U.S. during the 2003 SARS epidemic, the last major epidemic originating in China. The other report from Evercore ISI’s long-time China expert Don Straszheim focuses on the fallout in China.
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THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS

January 24, 2020

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 -The End of Globalization, he makes his case. And yes, he is talking about 2029!
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