INEQUALITY RESPONSE Michael Hartnett and his team at Bank of America Merrill Lynch Global Research have identified several investment themes that are transforming the world. Some, such as the unprecedented aging of populations around the world and disruptive technologies such as the internet are well known. But there is one, not yet widely covered, that […]
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BICKFORD: HELPING HAND
HELPING HAND Evercore Wealth Management, Partner and Wealth Advisor Jewelle Bickford devotes much of her free time to supporting charitable organizations involved with helping women in developing countries. It’s a passion that originated from her experiences as a child. Watch the related WEALTHTRACK episode.
TRENNERT: DEFENSE OF WALL STREET
DEFENSE OF WALL STREET Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for […]
GAFFNEY: BOND ILLIQUIDITY
BOND ILLIQUIDITY Bond market illiquidity post financial crisis is a concern of many fixed income investors. Eaton Vance Bond Fund’s lead portfolio manager, Kathleen Gaffney explains what it means and how she is handling it. Watch the related WEALTHTRACK episode.
BOTSFORD: CHARITABLE CAUSE
CHARITABLE CAUSE Award winning Financial Planner Erin Botsford isn’t just focusing on the well-being of her clients at The Botsford Group. She and her husband are also spending time and money in Africa. Watch the related WEALTHTRACK episode.
DREIFUS: ON WORRYING
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.” Dreifus is a big believer in the power of compound dividends, which he has put to work in […]