Before the coronavirus crisis Matthews Asia’s Robert Horrocks was bullish on China’s investment prospects. He believes China’s stock markets are getting back on track to outperform in the years ahead.
Wealthtrack Episodes
CORONAVIRUS & THE MARKETS
The heat is on investors. Global markets are erupting, the coronavirus is spreading and an outlier presidential candidate, this time from the left is gaining steam. Nicholas Bohnsack from top-rated macro research firm, Strategas explains the firm’s long-term optimism about the economy and markets despite its short term caution.
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FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD
The reality is most Americans have not met their retirement goals. We want to change this dynamic starting right now. And we have the right guest to help us. Kim Lankford is an award-winning personal finance journalist, now working freelance. She was a long time contributing editor and columnist for Kiplinger’s. One of the first steps she recommends to plan for retirement or manage it is to understand our monthly cash flows.
NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI
It’s been a challenging period for active managers, especially those focused on value investing and international markets. Rupal Bhansali checks off all of those boxes but remains a fierce advocate for all three approaches.
TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY
Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Alex Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty.
ASSESSING THE ECONOMIC FALLOUT FROM THE RAPIDLY EVOLVING CORONAVIRUS STORY
Although the Coronavirus wasn’t on anyone’s radar screen a few weeks ago, China’s economic challenges were and are addressed by both guests. The virus is now adding to those pressures.