ETF expert Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money.
RECENT PROGRAMS
CONTRARIAN INVESTOR BILL MILLER DISCUSSES SOME OF HIS MOST CONTROVERSIAL HOLDINGS, INCLUDING VALEANT PHARMACEUTICALS
Legendary investor Bill Miller has always been an independent thinker and investor with a 100% “active share” in his funds, as different from any benchmark index as you can be. He is also now his own boss, having recently purchased 100% of his fund business from his long time employer Legg Mason and establishing his own investment advisory firm, Miller Value Partners. His two funds now bear his name and carry on his contrarian tradition of concentrated holdings in largely unloved stocks. His flagship Miller Opportunity Trust was the number one U.S. stock fund for the five year period ended in 2016. In a rare interview Miller gives his rationale for some of his most controversial holdings, including Valeant Pharmaceuticals.
TRANSITIONING FROM WORK TO RETIREMENT IS FRAUGHT WITH FINANCIAL RISKS. SPECIALISTS EARHART & HOPKINS EXPLAIN HOW TO DO IT SUCCESSFULLY
Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement.
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AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING
In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.
ASIA RISING
In this final week of the winter fund-raising season, on television this week we are revisiting one of our most popular recent programs.
NEW THIS WEEK:
We are always looking for investment opportunities for our viewers, even during fund raising season on Public Television. This week a report from past WealthTrack guest, Robert Horrocks, Chief Investment Officer of the pioneering, Asia-oriented mutual fund firm Matthew Asia caught our eye.
GENDER DIVERSITY
On television this week, we look back at Part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman and top global investor Matthew McLennan, we look at the dramatic financial changes occurring around the world and what they mean for business and investors.
NEW THIS WEEK:
During fund raising weeks on public television I am able to focus on other areas of interest. This week I turned my attention to the growing and compelling body of research that shows that the more women there are in decision making roles in companies the more profitable those companies are. I have provided a link to two reports, one from the Petersen Institute and EY, the other from Credit Suisse.