Financial thought leader and Chief Investment Strategist Jason Trennert left the security of ISI Group, a top ranked macroeconomic research firm in 2006 to launch his own firm with two partners. Strategas Research Partners is now a highly successful independent research, strategy and policy firm in its own right. We asked him to share the […]
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BILL WILBY: GEOPOLITICAL RISKS
From his early days at West Point, to his work in Military Intelligence in Vietnam and Europe, through the 12 years running his top ranked Oppenheimer Global Fund, Great Investor Bill Wilby has always kept his eyes on geopolitical risks. In my recent interview with him and Fort Washington Investment Advisors’ Nick Sargen I asked […]
BOB DOLL: PERSONAL PORTFOLIO
Bob Doll has always worn two hats, one as a strategist and the other as a portfolio manager of large-cap stock funds, roles he continues today at Nuveen Asset Management. The only difference is that he is now overseeing nine large cap mutual funds under the Nuveen name. In addition to his “Traditional” large cap […]
STEVEN LEUTHOLD: MUTUAL FUND EXIT
A couple of years ago Great Investor Steven Leuthold had $5 billion dollars under management and was overseeing 7 mutual funds at his old firm, The Leuthold Group, plus publishing a lengthy newsletter, View From the North Country every month. Then he decided to call it quits from the mutual fund business and launch a […]
KESSLER: A SIMPLE CHOICE
Great Investor Robert Kessler, CEO of Kessler Investment Advisors has managed portfolios of global government debt for decades. In recent years however he has narrowed his focus to U.S. Treasury debt. He explains why. Watch the related WEALTHTRACK episode.
GRIFFIN AND TAYLOR: THE LONGEVITY RISK
Because the vast majority of women live longer than men a different equation is needed to figure out how to afford retirement. Levels of spending are a key component. Watch the related WEALTHTRACK episode.
