RECENT PROGRAMS

HOW A CONCENTRATED PORTFOLIO OF GLOBAL BRAND NAME COMPANIES IS FARING IN THIS CHALLENGING MARKET

August 5, 2022

Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies are up to the challenge.

Continue Reading »

MAKING MONEY BY LOSING LESS IN THIS BEAR MARKET WITH LEGENDARY VALUE MANAGER CHARLIE DREIFUS

July 29, 2022

Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It’s even more important now as he expects more economic and market pain ahead.

Continue Reading »

THIS NEW ERA CALLS FOR A COMPLETE FINANCIAL REASSESSMENT SAYS AWARD-WINNING ADVISOR MARK CORTAZZO

July 22, 2022

Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?

Continue Reading »

INVESTING IN FAST-GROWING ASIAN MARKETS WHILE MINIMIZING CHINA’S RISK WITH MATTHEWS ASIA’S CIO

July 15, 2022

Looking around the world, one of the most under-owned asset classes after years of underperformance is emerging markets.  And one of the least understood and appreciated at this particular time is Asia, especially China.  Once a darling of investors, it has lost favor for geopolitical, political, and business reasons. 

So what better time to delve into Asia than now?

On this week’s program, we will be joined by Robert Horrocks, Ph.D. and Chief Investment Officer of Matthews Asia, one of the first American mutual funds to focus solely on the region.  

Horrocks will bring us up to speed on China’s economy and markets and the other Asian markets he deems worthy of our attention.  Of particular interest to me is how to invest in this fast-growing region while minimizing China’s powerful political risks.

WEALTHTRACK Episode #1903 broadcast on July 15, 2022

Listen to the audio-only version here:

Explore This Episode

We have compiled additional information and content related to this episode.

ROBERT HORROCKS


ACTION POINT

READ “AGAINST THE GODS: THE REMARKABLE STORY OF RISK”

Against the Gods: The Remarkable Story of Risk

ONE INVESTMENT

  BUY INTERNATIONAL EQUITIES

  • Broad international, emerging markets or Asia focus 
  • Most US investors are underweight international stocks following extreme US outperformance 

ARCHIVE

Robert Horrocks from the WEALTHTRACK archives:

Peter Bernstein from the WEALTHTRACK archives:


WEB EXTRA

BEYOND ASIA

Matthews Asia was one of the first U.S. mutual fund firms to specialize solely in Asia. Three decades later, it has branched out to other emerging markets as well. Chief Investment Officer Robert Horrocks explains how Asia’s investment success made expansion a necessity.   

TOP GLOBAL VALUE MANAGER SARAH KETTERER IDENTIFIES SOME “OUTSTANDING” BEAR MARKET OPPORTUNITIES

July 8, 2022

Beauty is in the eye of the beholder, and it turns out the difference between a growth and value stock is too, with price as a key determinant. 

Some of the darlings of last year and much of the prior decade have recently been rebalanced from growth to value by a major index provider. Such is the power of a bear market!

Continue Reading »

Back to Top