Uncategorized

SECULAR RISK & THREATS TO LONGTERM TOP LINE & EARNINGS GROWTH ARE INCREASING WITH CHANGING TECHNOLOGY

May 31, 2019
It’s the first week of the spring fundraising season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently, we are revisiting a recent exclusive interview with Fund Manager of Year winner David Giroux on the growing secular risks in companies. You can watch the episode again here.

NEW THIS WEEK…
One of the most shocking and intriguing insights shared by this week’s guest David Giroux, Head of Investment Strategy at T. Rowe Price is that 31% of S&P 500 companies are being disrupted by secular risk and the threats to their long term top line and earnings growth are increasing, as are the number of companies affected. A huge source of the risk is changing technology. A large group of T. Rowe Price’s portfolio managers and analysts recently returned from the firm’s annual trip to Silicon Valley where they pick the brains of top executives of leading tech-oriented companies. The firm is sharing its findings with us in their recently published report, “Technological Innovation and Disruption.” It’s a fascinating read.

Technological Innovation and Disruption Download the report [.pdf]


David Giroux from the WEALTHTRACK Archives:

HOW DAVID GIROUX DELIVERS STOCK MARKET PERFORMANCE WITH MUCH LESS RISK

A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk.
WATCH NOW…


“UGLY START TO 2019” BUT U.S. RECESSION IS SEVERAL YEARS AWAY SAYS STREET’S LONG TIME #1 ECONOMIST

January 3, 2019
”Ugly Start to 2019” was the headline of the first report from Ed Hyman to clients this week. It’s available to you on our website and provides an update to the exclusive two-part interview we did with Hyman and global value investor, Matthew McLennan at the end of last year. We are presenting the U.S. outlook portion of that interview again this week because its insights are still timely and valuable and you won’t see them anywhere else. Watch the episode again.

NEW THIS WEEK:
Wall Street’s king of economists shares his first report of 2019 in addition to making his exclusive annual US outlook appearance on WEALTHTRACK.
Download the report [pdf]:

PREMIUM: McLENNAN & HYMAN – PART 2

December 19, 2018

EXCLUSIVE 2019 GLOBAL OUTLOOK

Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan.

PREMIUM: McLENNAN & HYMAN – PART 1

December 13, 2018

EXCLUSIVE 2019 U.S. OUTLOOK

Part I of our exclusive annual U.S. outlook from Wall Street’s long reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan.

PREMIUM: SANDOR

November 30, 2018
In the final week of winter fundraising season for Public Television, we are revisiting the final episode of our popular two-part interview with The Motley Fool’s Co-Founders David and Tom Gardner. Among the topics discussed: beating the market, building a global business and having fun! Watch the episode again here.

CHANGING FINANCIAL INNOVATIONS

NEW THIS WEEK: Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significant environmental progress being made on the local level in the U.S., plus his latest innovation, an alternative to LIBOR, the troubled global interest rate benchmark. It’s the American Financial Exchange, an electronic exchange for direct interbank and financial institution lending and borrowing. It’s up and running and he considers it his “best idea yet.”

Back to Top