In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.
Wealthtrack Episodes
ASIA RISING
In this final week of the winter fund-raising season, on television this week we are revisiting one of our most popular recent programs.
NEW THIS WEEK:
We are always looking for investment opportunities for our viewers, even during fund raising season on Public Television. This week a report from past WealthTrack guest, Robert Horrocks, Chief Investment Officer of the pioneering, Asia-oriented mutual fund firm Matthew Asia caught our eye.
GENDER DIVERSITY
On television this week, we look back at Part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman and top global investor Matthew McLennan, we look at the dramatic financial changes occurring around the world and what they mean for business and investors.
NEW THIS WEEK:
During fund raising weeks on public television I am able to focus on other areas of interest. This week I turned my attention to the growing and compelling body of research that shows that the more women there are in decision making roles in companies the more profitable those companies are. I have provided a link to two reports, one from the Petersen Institute and EY, the other from Credit Suisse.
PASSIVE WIN
Score another win for passive investing! Legendary investor Warren Buffett is claiming victory in a bet he made a decade ago that a passive index fund would outperform a pool of hedge funds.
Also, during public television’s fundraising drive we are revisiting our exclusive two part annual outlook with Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years. He and five-star rated mutual fund manager Matthew McLennan discuss how much the financial world has changed and what it means for the U.S. economy and markets.
NOT A REAGAN BULL MARKET: BOND FUND MANAGER, DAN ROBERTS WARNS WIDESPREAD COMPARISONS TO THE REAGAN ERA ARE DANGEROUS FOR INVESTORS
An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reagan bull market and it is much higher risk.
TAX ALPHA: TAX ADVANTAGED INVESTING CAN ADD 1-3% TO PORTFOLIO RETURNS ANNUALLY, BETTER THAN MOST ACTIVE MANAGERS CAN DELIVER. LANGSTRAAT & WELCH EXPLAIN HOW ITS DONE
How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.