RECENT PROGRAMS

LEADING STRATEGIST JASON TRENNERT IDENTIFIES THE POWERFUL, LONG-TERM MACRO TRENDS DRIVING THE MARKETS

November 6, 2020

What a week! The widely predicted blue wave of Democrats sweeping into the White House, taking over the Senate majority, and increasing their dominance in Congress has failed to materialize.

As far as the stock market is concerned, a divided government is a plus because not a lot will change in the way of tax policy and regulations.

Investor optimism is not shared by Federal Reserve officials who expressed ongoing concern about the economy and the recent uptick in COVID-19 cases Continue Reading »

ELECTION PORTFOLIO STRATEGY – TRENNERT PART 1

October 30, 2020

One of the most striking financial characteristics of the pandemic experience has been the seeming disconnect between the economy and the stock market. The economy was severely damaged by the lockdown of business and sheltering in place policies put in effect earlier this year, but until this week the market has been rising with more stocks.
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FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO

October 23, 2020

We are going to be talking to an award-winning financial planner about crisis management. COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality.

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NEW ECONOMIC EXPANSION

October 21, 2020

Are we in the midst of a new economic expansion and secular bull market? Those are the signals from ClearBridge Investments’ Recovery Dashboard. Investment Strategist Jeff Schulze takes us through the indicators flashing green.

JEFFREY SCHULZE

  • Director, Investment Strategist,
  • ClearBridge Investments


  • ONE INVESTMENT: OWN U.S. EQUITIES

    • Will continue to be leading global market
    • Add some cyclical and small-cap stocks which benefit from accelerating economic growth

DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER

October 16, 2020

One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectly: “Turbocharged stocks blast off.”  In its third-quarter market’s review, the Journal points out that “more stocks skyrocketed at least 400% in the first three quarters of the year than in any comparable period since 2000.”
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