RECENT PROGRAMS

WHY IMPACT BONDS REPRESENT OPPORTUNITIES FOR INVESTORS WITH INDUSTRY PIONEER STEVE LIBERATORE

April 1, 2022

Part 2 of 2

As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where demand is still accelerating. It’s in ESG, environmental, social, and governance standards being applied to corporate and government bond issuers and specific issues themselves. 

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ESG BOND PIONEER, STEVE LIBERATORE EXPLAINS THE NEW BOND ERA AND ESG’S ROLE IN IT

March 25, 2022

Part 1 of 2

The direction of inflation and interest rates are key to the performance of bond prices and they are in the midst of a massive change. The shift in direction has been most dramatic for inflation. After a decade of staying mostly below the Federal Reserve’s long-term 2% target, the Consumer Price Index recently soared nearly 8% year over year.

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HOW TO REPOSITION YOUR PORTFOLIO FOR A NEW HIGHER INFLATION ERA WITH TOP STRATEGIST RICH BERNSTEIN

March 18, 2022

The first interest rate increase by the Federal Reserve since 2018 happened this week, with the central bank planning six more of 25 basis points or one-quarter of a percent each this year. 

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JONATHAN CLEMENTS SAYS STAYING INVESTED IN STOCKS IS THE SANEST APPROACH IN TURBULENT MARKETS

March 4, 2022

Since the future is essentially unknowable, this week’s podcast guest focuses on what is knowable and controllable, mainly our own reactions. He is veteran personal finance journalist Jonathan Clements, a former colleague of mine at The Wall Street Journal who was its personal finance columnist for nearly 20 years. The author of several books including From Here to Financial Happiness and How to Think About Money, Clements is the Founder and Editor of HumbleDollar, a free weekly newsletter devoted to telling you “everything you need to know about money.”

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UKRAINIAN INVASION IMPACT

February 26, 2022

Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Investment strategist Jeff Schulze says what really matters to the markets in the direction of the economy and Federal Reserve policy. According to his proprietary Recession Risk Dashboard, the vast majority of his twelve key indicators remain positive. 

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