Leading global fund manager, Matthew McLennan discusses the multiple risks facing “complacent” markets and his strategies to navigate them at First Eagle.
RECENT PROGRAMS
LEADING STRATEGIST JASON TRENNERT IDENTIFIES MAJOR INVESTABLE THEMES FOR 2024
In a wide-ranging interview, strategist and economist Jason Trennert shares his views of the economy, markets, and some major investable themes for 2024.
A NEW MARKET ERA REQUIRES DIFFERENT STRATEGIES. SÉBASTIEN PAGE DESCRIBES HIS UPDATED APPROACH
Asset allocation and portfolio diversification thought leader Sébastien Page describes the changes he is making to T. Rowe Price’s target-date portfolios for the new market regime.
RECENT WEALTHTRACK GUESTS, ALL TOP FINANCIAL PROFESSIONALS HAVE REMARKABLY SIMILAR 2024 RESOLUTIONS
Four recent WEALTHTRACK guests, each a leading professional in their respective specialties.
ANDREW FOSTER IS FINDING UNDERVALUED, HIGH QUALITY, MARKET LEADING COMPANIES IN EMERGING MARKETS
Seafarer Overseas Funds’ top ranked portfolio manager Andrew Foster says the emerging markets growth story is over but there are undervalued, high quality companies to be found that are regional and global leaders.
5 STAR, GOLD MEDALIST PORTFOLIO MANAGER, DAVID GIROUX DISCUSSES CONTRARIAN 2024 STRATEGIES AND AI
David Giroux, award winning portfolio manager at T. Rowe Price discusses contrarian investment strategies for 2024 and why understanding the impact AI, artificial intelligence has on companies is now such an important focus of their research.
