RECENT PROGRAMS

IS CHINA WORTH THE INVESTMENT RISK? PROS & CONS WITH A SOVEREIGN RISK EXPERT AND CHINA FUND MANAGER

October 18, 2019

China’s middle class is growing and thriving with an estimated 400 million millennials alone, shopping and traveling. The Communist Party remains in control of the government and the legal system. The widespread western belief that democracy would develop as China’s economy and citizens flourished has not panned out.

Is China an unstoppable economic juggernaut with tremendous investment potential or a developing and thus risky economy?

With us this week to discuss the risks and opportunities are Idanna Appio, Senior Sovereign Analyst on the Global Value Team of First Eagle Investment Management.
Tiffany Hsiao is a Portfolio Manager at Matthews Asia, one of the first fund families to specialize in the region.
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GROWTH STOCKS WITH DOWNSIDE PROTECTION

October 11, 2019

The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other post World War II recoveries.

That growth is now being challenged on several fronts – enough to derail the U.S. economy and the record-breaking bull market in large-cap stocks?
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AVOIDING COSTLY MEDICARE MISTAKES WITH MEDICARE EXPERT DR. KATY VOTAVA

October 4, 2019

Medicare is a benefit that can’t start soon enough for many older adults. Health care costs are skyrocketing and they hit seniors particularly hard because many are on a fixed income and they utilize health care more.

But Medicare is not a slam dunk, anything but. Continue Reading »

SMALL COMPANY EXECUTIVES ARE NOT WORRIED ABOUT RECESSION & THEIR STOCKS ARE MAKING A COMEBACK

September 27, 2019

Two investment tenets have been upended in recent years: one that value stocks, considered cheap by traditional metrics outperform growth stocks, the other that small companies outperform large ones.

Over the last decade, the opposite has been true. Growth stocks have dramatically outdistanced value stocks and large caps have significantly outperformed small company ones.

If you happen to be a value-oriented, small-cap investor it’s been a tough combination which is why contrarian minded observers think now might be a good time to revisit the space.

Chuck Royce, Founder, Chairman and Portfolio Manager of Royce & Associates joins us to discuss how some of his funds have outperformed benchmarks for multiple periods, with below-average market volatility.