This week’s guest is sticking to his knitting, which is picking stocks that will deliver what he calls “good absolute returns” over time. He is Richard Freeman of ClearBridge Aggressive Growth Fund.
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RECENT PROGRAMS
MATT MCLENNAN: THE “MIRAGE” RECOVERY
Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement.
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KATHLEEN GAFFNEY – BOND BETS!
Federal Reserve Chairman, Ben Bernanke, surprised everyone this week by announcing that the Fed would not stop its quantitative easing as Bernanke hinted he would do by the end of the year. The announcement sent the stock markets to new highs. Critics say the Fed is sending investors too many mixed messages.
Is this any time to launch a new bond fund? This week’s Great Investor guest thinks so! Kathleen Gaffney co-managed the legendary Loomis Sayles Bond Fund with bond giant Dan Fuss and branched off this past year to launch the Eaton Vance Bond Fund and serves as the firm’s Co-Director of Investment Grade Income. Gaffney will discuss how she’s positioning the Eaton Vance Bond Fund for the turbulent times ahead!
LAZAR & TRAHAN: MACRO MATTERS
Even the most hard-core stock pickers on Wall Street watch out for big picture events that can move markets. But which macro events matter most? Fed “tapering”? The slowdown in China? The housing recovery? Two investment research stars will be exclusively on WEALTHTRACK this week: Nancy Lazar and François Trahan both left their previous firms to become founding partners in Cornerstone Macro, devoted solely to macro economics, policy and strategy. What they identify as the next emerging market will surprise you!
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ROBERT KESSLER – IN DEFENSE OF BONDS
It is now accepted wisdom on Wall Street that the great bond rally of the past 30 years is over and that we have entered a new era of higher interest rates. Not so fast says this week’s Great Investor guest, Robert Kessler. He points out we have had many false alarms about economic growth and central bank tightening over the last 6 years only to see interest rates retreat again.
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OVERLOOKED OPPORTUNITIES IN GLOBAL REAL ESTATE
Demand for commercial and residential real estate in the developing world is exploding as an estimated one billion people move to cities over the next decade. This new “consuming class” could contribute $20 trillion a year to the global economy, according to McKinsey. A major beneficiary is expected to be the real estate industry. This week’s guests say global real estate is a huge investment opportunity overlooked by the vast majority of individual investors.
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