In this WEALTHTRACK exclusive, veteran international economist and strategist Nick Sargen joins us to examine the significance and impact of the most recent quantitative easing announcement by the European Central Bank and the cumulative effect of the more than 500 easing moves by central banks over the last three years. Sargen is the Chief Economist and Senior Investment Advisor at Fort Washington Investment Advisors, the asset management arm of Western & Southern Financial Group, which has close to $50 billion under management.
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KIM: LOWER MARKET RISK
John Kim, Vice Chairman and Chief Investment Officer of New York Life Insurance Company oversees more than $500 billion in assets at the company’s Investments Group, including an expanding portfolio of Alternative Investment management boutiques and funds. What role do alternatives investments, such as hedge funds have in New York Life portfolios? Watch the […]
HYMAN: COMMODITY SUPERCYCLE
In our exclusive conversation with Wall Street’s long reigning number one economist, Ed Hyman and New York Life’s Chief Investment Officer John Kim we discussed the dramatic drop in the price of oil and other commodities. Hyman, Chairman of Evercore ISI weighs in on the much heralded end of the commodity super cycle. Watch the […]
LOWE: ALIBABA EVOLVING
Portfolio Manager Kenneth Lowe from Asian mutual fund specialists, Matthews International Capital Management analyzes companies from several vantage points, including value and past performance. How does hot Chinese media firm Alibaba stack up? We asked him.
NADEL: RUSSIAN EXPOSURE
Russia is probably the last market in the world investors want to consider right now, but for contrarian investors looking for value it’s like a siren’s call. David Nadel, Director of International Research at small cap fund pioneer Royce & Associates and Portfolio Manager of the Royce International Smaller-Companies Fund is tempted.
MCLENNAN: REDISCOVERED FINANCIAL GIANTS
Next generation “Great Investor” Matthew McLennan, Head of First Eagle investment Management’s Value Team and co-portfolio manager of the First Eagle Global Fund is an avid student of history and financial history. I asked him what has been reading recently that was of particular interest. His recommendations take us back to two of the financial […]
