Part 2 of 2
Top-ranked investment strategist, Savita Subramanian identifies long-lasting investment strategies and themes that can work in a world undergoing seismic political, demographic and economic shifts.
RECENT PROGRAMS
RECESSION EVIDENCE IS BUILDING, TIME TO GET DEFENSIVE, SAYS INFLUENTIAL ECONOMIST DAVE ROSENBERG
Recessions & financial crises go hand in hand after Federal Reserve tightening cycles. Outspoken economist Dave Rosenberg sees evidence of both and advises defensive investments.
WHY OWNING STOCKS OVER BONDS & CYCLICALS OVER DEFENSIVE IS SAVITA SUBRAMANIAN’S CONTRARIAN CALL
Part 1 of 2
Owning stocks over bonds and cyclicals over defensive is top-ranked strategist Savita Subramanian’s call, contrary to the vast majority of institutional investors’ positions
WHY ESG INVESTING DOESN’T WORK. FORMER TOP BLACKROCK EXECUTIVE TERRENCE KEELEY EXPLAINS WHY AND WHAT DOES
ESG investing – pursuing environmental, societal and governance goals in addition to profits has become a huge global business. But former top BlackRock executive Terrence Keeley says it doesn’t work. He explains why and what does.
DOES “DON’T FIGHT THE FED” STILL WORK AS AN INVESTMENT STRATEGY? STRATEGIST ED YARDENI RESPONDS
Part 2 of 2
The Fed’s monetary policy swings from historic easing to near-historic tightening have roiled the financial markets calling into question the soundness of the classic “Don’t fight the Fed” investment strategy. Veteran Fed watcher/strategist Ed Yardeni weighs in.
AN EXCLUSIVE INTERVIEW WITH RETIRED GLOBAL FUND STAR BILL WILBY ON THE PROBLEMS WITH US TREASURIES AND WHY FINANCIALS ARE UNINVESTABLE
In an exclusive interview with great investor Bill Wilby, the retired Oppenheimer Global Fund star discusses what he is doing with his retirement account and his outspoken views on why U.S. Treasuries are no longer the “risk free asset” and why financial stocks are uninvestable.
