For years Great Investor Robert Kessler has correctly predicted that interest rates would decline to record lows and remain subdued because of subpar economic growth. The founder and CEO of Kessler Investment Advisors is sticking to his guns and maintains that U.S. Treasury bonds will continue to be a major beneficiary. He’ll explain why he thinks Treasuries, one of the most vilified investments on Wall Street should be a core holding in everyone’s portfolio.
Wealthtrack Episodes
GRIFFIN & TAYLOR: HIGHER HURDLES FOR WOMEN
For the start of our tenth season of WEALTHTRACK we are exploring the unique difficulties women face in achieving long-term financial security. The fact is most women not only outlive their male counterparts, they also save and earn less, a daunting combination when paying for retirement. Two award-winning financial advisors explain what every woman needs to know to build a financial plan to last a lifetime.
PETRIE: THE ENERGY REVOLUTION
Are we really in the midst of an energy revolution? Could the U.S become energy independent? What are the repercussions for the economy, investors and even national security? Financial Thought Leader and energy guru Tom Petrie uses his 40 years of experience as an energy analyst, investment banker and strategist to provide answers in this WEALTHTRACK exclusive
HASENSTAB: INVESTING WHERE OTHERS FLEE
Several years ago when other investors were buying U.S. Treasuries for their safety and liquidity, Templeton Global Bond Fund’s award-winning manager, Michael Hasenstab was an early seller, a bearish position he maintains to this day. Famous for looking for bargains where others flee, Hasenstab is looking for opportunities in the Ukraine, Korea, and Malaysia with the thinking, “we have the whole world to choose from.”
BENZ: MANAGING THE BUCKETS
Investing for retirement and the years in retirement is one of the biggest challenges any of us face. After extensive research on the topic, Morningstar’s Director of Personal Finance, Christine Benz has decided taking the “bucket approach” is a sound strategy.
DREIFUS UPDATE
When most of the country’s public television stations are running pledge weeks, we are revisiting Consuelo’s interview with a WEALTHTRACK Great Investor who made his name investing in small company stocks. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds explains why he now favors large companies in today’s markets. Watch that episode here.
We tracked down Great Investor Charles Dreifus at the Munich airport for an update on his view of the stock market and large vs. small cap stocks in particular.