As 30-plus years of falling interest rates wind down, what are the new rules of investing? Loomis Sayles’ legendary bond fund manager Dan Fuss and top-ranked strategist, turned portfolio manager, Richard Bernstein provide their contrarian answers.
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Wealthtrack Episodes
WOMEN, INVESTING AND RETIREMENT, PART TWO
Whether you are male or female, everyone worries about running out of retirement savings. Women worry about becoming bag ladies in their old age and men focus too much on performance numbers, which isn’t always the best way to plan for the future. Our two guests on WEALTHTRACK this week, Mary Beth Franklin, part of our WEALTHTRACK brain trust and a contributing editor for InvestmentNews, and Erin Botsford, founder and CEO of the Botsford Group, will answer a lot of questions about retirement and why women are so different from men in their approach to planning for the so-called “Golden Years”.
WOMEN, INVESTING AND RETIREMENT, PART ONE
American women control $8 trillion in assets, yet the traditional wealth management approach doesn’t necessarily work for women’s needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley’s award-winning financial advisor, Ami Forte, and GenSpring’s Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power.
ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach.
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STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?
Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. For our WEB EXTRA feature Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.
PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER
Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, in this web-exclusive.