China, which was struggling to fend off an economic hard landing just last year, has recovered. Japan, which has been stuck in a twenty-plus year trap of deflation and stagnant growth has a new Prime Minister who is determined to stimulate inflation and growth. Both nations have seen their stock markets rally in recent months […]
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Global Thought Leadership II
This week we are showing you additional segments regarding global investing from Consuelo’s interview with Stephen Smith, Managing Director and Portfolio Manager of Brandywine Global Fixed Income Strategies.
Global Thought Leadership I: Exclusive Interview with Stephen Smith of Brandywine
Recently Consuelo interviewed Stephen Smith, Managing Director and Portfolio Manager of Brandywine Global Fixed Income Strategies. Brandywine is one of Legg Mason’s investment management companies and Smith has some engaging thoughts to consider about global investing opportunities in 2013.
Mark Yockey: A Great Investor with a Contrarian Streak
Morningstar International Stock Fund Manager of the Year winner, Artisan International Fund’s Mark Yockey, discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies.
Perks & de Lardemelle: Income vs. Protection With Two Leading Fund Managers
Franklin Income Fund has delivered monthly payments to shareholders since 1948! Portfolio manager Edward Perks explains how he is carrying on the tradition. Plus IVA Worldwide Fund’s Charles de Lardemelle explains where he is finding value and protection around the world.
Bill Miller: Where is he investing now?
A TV exclusive with legendary value investor Bill Miller. The only mutual fund manager to beat the S&P 500 for 15 years in a row, Miller’s Legg Mason Capital Management Opportunity Fund was the number one mutual fund last year. Where is he investing now? Find out!
