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LEADING GLOBAL VALUE MANAGER MATT MCCLENNAN ON COMPANIES THAT THRIVE DESPITE US INVESTMENT RISKS
Part 1 of 2
The Federal Reserve is currently facing a debate on Wall Street about how much longer it will continue to fight against inflation. The Fed’s goal is to bring the inflation rate down to a long-term average of around 2%. Some investors believe that the Fed will continue to stay the course and keep fighting inflation, while others are tracking the slowdown in inflation indicators and believe that the Fed may cut rates in the second half of the year.
Continue Reading »FORMER FED VICE CHAIR RICHARD CLARIDA SAYS THE FED WILL TIGHTEN UNTIL LONG-TERM INFLATION REACHES 2%
The best advice investors could have received at the start of 2022 was to not fight the Federal Reserve as it embarked on its most aggressive tightening cycle in more than 40 years. By raising the federal funds rate and continuing to hike, investors who recognized the impact on bond and stock prices could have avoided a lot of pain.
Continue Reading »BUILDING A FINANCIAL PLAN TO MATCH YOUR UNIQUE NEEDS WITH INVESTMENT LEGEND CHARLES ELLIS
Part 2 of 2
Charles Ellis, also known as “Charley,” is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 years and is considered “Wall Street’s Wisest Man” by Money magazine. He has authored 20 books, with the most famous being “Winning the Loser’s Game,” which is now in its 8th edition. In 2022, he published “Figuring it Out: Sixty Years of Answering Investors’ Most Important Questions,” a collection of his most thoughtful and thought-provoking articles and essays.
In part one of our interview, Ellis discussed how much the investing world has changed over the years and his recommendation for individuals to take a total financial portfolio approach to financial planning.
In part two of his exclusive WEALTHTRACK interview, he discusses how individuals can create the best financial plan for their specific situation.
LEADING INVESTMENT STRATEGIST JASON TRENNERT IDENTIFIES FOUR MACRO THEMES SHAPING HIS PORTFOLIOS
Part 2 of 2
In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions.
Continue Reading »CHINA’S ECONOMIC SLOWDOWN & POLITICAL CRACKDOWNS HAVE ENORMOUS IMPLICATIONS FOR THE WORLD ECONOMY
The original firm that Ed Hyman co-founded – ISI Group, International Strategy and Investment, recognized from the very beginning that China would have an important role to play in the world economy. How right they were. As China allowed the private sector to flourish and opened up to foreign investment, it became the world’s second-largest economy. Under the dictatorial regime of President Xi Jinping, many of those policies have been curtailed to China’s detriment. Hyman’s view of China has changed as well.
Listen to the audio-only version here:
ED HYMAN
- Founder, Chairman, Head of Economic Research,
- Evercore ISI
| ON TV THIS WEEK: |
| In a recent rare interview with Ed Hyman, Wall Street’s number one ranked economist for a record 42 years, told us why he is worried about the Federal Reserve’s extreme tightening policies and their impact on the economy and the markets. It’s probably one of the most consequential annual outlook interviews he has done with us since WealthTrack’s launch in 2005, which is why we are re-running it over the New Year’s weekend. In addition, Hyman will explain why he is holding a large cash position in his personal portfolio. Watch it again here. |
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