The dominance of mega-cap tech stocks in growth indexes and portfolios is risky says Margaret Vitrano, co-manager of ClearBridge Large Cap Growth Fund. She explains her diversification strategy to limit declines and participate in rallies.
RECENT PROGRAMS
U.S. MANUFACTURING RESURGENCE
For the first time in 40 years a manufacturing renaissance will be driving a long cycle of U.S. economic growth says leading economist Nancy Lazar who calls Middle America her favorite emerging market.
VALUES AND FAITH-BASED INVESTING WITH VETERAN STRATEGIST BOB DOLL
Veteran strategist and fund manager Bob Doll describes how he adds values and faith-based analysis to his traditional fundamental and quantitative process at Crossmark Global Investments.
NEW WORLD ORDER OF MARKET LEADERSHIP?
After years of underperformance are emerging markets finally in a position to lead? Veteran emerging markets portfolio manager Michael Kass makes the case.
FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES
Inflation is back with a vengeance after 40 years of decline. Are interest rates about to follow? Strategas’ influential Chief Investment Strategist details the investment risks.
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3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER
Investment lessons learned from 3 decades of active stock-picking from The Motley Fool’s co-founder, Chairman, and Chief Rule Breaker, David Gardner as he shifts his focus to The Motley Fool Foundation.
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