Part II of our exclusive annual outlook with Wall Street’s legendary number one economist, Evercore ISI’s Ed Hyman. This year he is joined by another WEALTHTRACK exclusive, New York Life’s Vice Chairman and Chief Investment Officer, John Kim. They will discuss the striking differences between the U.S. economy since the financial crisis and the slow, uneven rebound in the rest of the world and what they mean for global economies and markets.
Wealthtrack Episodes
HYMAN & KIM: NEW YEAR OUTLOOK 2015, PART ONE
We continue WEALTHTRACK’s annual tradition of discussing the outlook for the economy, business, policy and markets with Evercore ISI’s Chairman, Ed Hyman, Wall Street’s reigning number one economist for an unprecedented 35 years running. Hyman will be joined by another exclusive guest, New York Life’s Vice Chairman and Chief Investment Officer, John Kim who oversees over $500 billion in assets at the life insurer, one of the oldest and largest in the world. In this first of a two part series, Hyman and Kim will focus on the outlook for the U.S. economy and markets.
CORNERSTONE MACRO: 12 FAVORITE CHARTS
Nancy Lazar and her leading economic team at independent research team, Cornerstone Macro picked their “12 Favorite U.S. Charts” for their institutional clients just before the New Year. In the spirit of the holidays, they all reflect positive trends for the U.S. economy, trends which Lazar and her team spotted early on, winning her our “Best Calls” award for 2014. She agreed to share them with our WEALTHTRACK audience.
BERNSTEIN: BULL MARKET BELIEVER
After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.
2014’s BEST CALLS
Who got the economy and markets right in 2014? We introduce the economist, strategist and portfolio managers who hit home runs on WEALTHTRACK this year.
NADEL & LOWE: VOLATILE OPPORTUNITIES
Despite the recent sell off in Russia, other oil exporting countries and emerging markets in general, the standard investment view has been that three of the BRICs – China, India and Brazil – are just too big and consequential to be ignored. This week’s guests concur. Kenneth Lowe, Portfolio Manager of the Matthews Asia Focus fund and the Matthews Asian Growth and Income fund, and David Nadel, Director of International Research for Royce & Associates and Portfolio Manager of several funds, including the Royce International Smaller-Companies fund, will discuss the opportunities they are seeing in Brazil, China and India.