Nancy Lazar and her leading economic team at independent research team, Cornerstone Macro picked their “12 Favorite U.S. Charts” for their institutional clients just before the New Year. In the spirit of the holidays, they all reflect positive trends for the U.S. economy, trends which Lazar and her team spotted early on, winning her our “Best Calls” award for 2014. She agreed to share them with our WEALTHTRACK audience.
RECENT PROGRAMS
BERNSTEIN: BULL MARKET BELIEVER
After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.
2014’s BEST CALLS
Who got the economy and markets right in 2014? We introduce the economist, strategist and portfolio managers who hit home runs on WEALTHTRACK this year.
NADEL & LOWE: VOLATILE OPPORTUNITIES
Despite the recent sell off in Russia, other oil exporting countries and emerging markets in general, the standard investment view has been that three of the BRICs – China, India and Brazil – are just too big and consequential to be ignored. This week’s guests concur. Kenneth Lowe, Portfolio Manager of the Matthews Asia Focus fund and the Matthews Asian Growth and Income fund, and David Nadel, Director of International Research for Royce & Associates and Portfolio Manager of several funds, including the Royce International Smaller-Companies fund, will discuss the opportunities they are seeing in Brazil, China and India.
MCLENNAN: PATIENT INVESTING
A next generation “Great Investor,” First Eagle Global Fund’s Matthew McLennan. First Eagle is known for its value-oriented, margin of safety approach and making preservation of capital its first investment goal. McLennan assumed the role of Portfolio Manager of the First Eagle Global Fund in late 2008 from investment legend, Jean-Marie Eveillard. The now $50 billion plus fund is rated four-star by Morningstar. Over the last five years, with McLennan on board, it is ranked in the top ten percent of its world allocation category. McLennan explains why he is currently finding markets around the world expensive, and why “patience” is his best investment idea.
CLEMENTS: MONEY GUIDE
As it’s pledge season on public television, this week on WEALTHTRACK we are re-visiting a program about the unique difficulties women face in achieving long-term financial security. Two award-winning financial advisors explain what every woman needs to know to build a financial plan to last a lifetime.
New here on WEALTHTRACK.com this week: The Wall Street Journal’s must read personal finance columnist, Jonathan Clements has distilled twenty-five years of experience into one, soon to be published e-book and hard cover. His Jonathan Clements Money Guide 2015 will be finished and ready to go at the stroke of midnight on December 31st. There is much to celebrate.
WATCH NOW…
