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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RECENT PROGRAMS
THE AMERICAN CORPORATION
A fascinating paper by two noted professors from the New York University Stern School of Business about the evolution of American corporations since their inception in the 1790s when they became key institutions of the economy, “contributing greatly to its remarkable growth.”
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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GLOBAL INVESTMENT TRENDS AND STRATEGIES
In recent years, having a home bias has paid off for investors- American stock markets have outperformed other developed markets and trounced the losses in many emerging markets- but will it continue to do so? Two global investment pros, David Darst of Morgan Stanley and Peter Langerman of the Mutual Global Discovery Fund, will discuss where you can find the highest quality businesses at bargain basement prices.
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ELLIS’ SECRETS TO INVESTMENT SUCCESS
Financial Thought Leader Charley Ellis has written sixteen books and has traveled the world giving his sage investment advice. How does he do it all? Find out in this EXTRA!
A DISCUSSION WITH A WALL STREET JOURNAL COLUMNIST, JASON ZWEIG
JASON ZWEIG
Personal Finance Columnist, “The Intelligent Investor”
The Wall Street Journal
“There’s no doubt that the pursuit of yield is bordering on a mania” says Jason Zweig, The Wall Street Journal‘s Personal Finance Columnist. Don’t miss Consuelo’s discussion when she asks Zweig about dangerous investor behavior and why he is concerned as investors are abandoning bonds and flocking to dividend-paying stocks.
