Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate.
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RECENT PROGRAMS
MORNINGSTAR’S JOHN REKENTHALER EXPLAINS WHY ETFS WILL SURPASS MUTUAL FUNDS AS THE INDUSTRY STANDARD
Part 2 of 2
John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows.
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THE MANIPULATION OF STOCKS BY SOCIAL MEDIA INVESTORS IS THE FOCUS OF MORNINGSTAR’S JOHN REKENTHALER
Part 1 of 2
John Rekenthaler analyzes the influence of the online investment communities that have driven GameStop’s meteoric rise and stunning declines.
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BITCOIN IS ONE OF MANY BUBBLES OF HISTORIC PROPORTIONS TODAY SAYS FINANCIAL HISTORIAN JAMES GRANT
Interest rates, the central pricing mechanism for financial markets have been pushed to artificially low levels by The Fed and other central banks says financial historian and long-time market observer James Grant. That interest rate suppression has created numerous market bubbles. He cites Bitcoin as one of the most extreme examples.
WHICH INVESTMENTS ARE POISED TO DO WELL IN 2021? STRATEGY ADVICE FROM AN ASSET ALLOCATION PRO
Part 2 of 2
T. Rowe Price’s Global Multi-Asset Allocation head, Sébastien Page discusses public versus private investments and undervalued versus overvalued asset classes.
PORTFOLIO DIVERSIFICATION’S FAILURE TO PROTECT IN BEAR MARKETS CALLS FOR A NEW STRATEGY
Part 1 of 2
Portfolio diversification has not offered much protection in recent bear markets which is why T. Rowe Price’s Sébastien Page says going beyond diversification is key to investment success.
