According to this week’s guest, both stocks and bonds are more expensive now than they have been in 90% of market history. How do you invest if both markets are historically expensive? On this week’s WEALTHTRACK, AQR Capital’s Great Investor and Financial Thought Leader Cliff Asness describes some smart approaches.
ASNESS: SMART APPROACHES
CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO
CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO COMMODITIES ARE: Currently unpopular Cheap “Only asset class to make money in an inflation shock” Credit Suisse Commodity Return Strategy (CRSOX): “…Morningstar’s sole actively managed medalist fund in the commodities broad-basket category…” CRSOX data by YCharts Greenhaven Continuous Commodity ETF (GCC) “…it equally weights various […]
CHECK OUT ESTABLISHED ACTIVELY MANAGED BOND FUNDS
BOND FUND MANAGER OUTPERFORMANCE 3 years 71% 5 years 70% 10 years 56% STOCK FUND MANAGER OUTPERFORMANCE Percentage of Non-Index Stock Fund Managers that Outperform S&P 500 Index 3 years 29% 5 years 20 % 10 years 27 % Watch the related WEALTHTRACK episode.
Roberts: Unconstrained Flexibility
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ROBERTS: UNCONSTRAINED FLEXIBILITY
Seeking higher returns and protection against an eventual rise in interest rates, investors have been turning to non-traditional “unconstrained” bond funds. According to Morningstar, nontraditional bond fund assets have more than doubled to a record $151.5 billion last year, from $62.5 billion in 2011.
On this week’s WEALTHTRACK, an exclusive interview with an award winning portfolio manager who is an expert in this field. Dan Roberts of the five star rated MainStay Unconstrained Bond Fund explains why investment flexibility is so critical in today’s complex markets.
VOTAVA: MAXIMIZING MEDICARE
It’s estimated that 95% of seniors are paying too much for Medicare coverage. Today, men and women who retire at 65 can anticipate living another 25, 30 or even 40 years – all of those years receiving Medicare benefits and contributing to them. On this week’s WEALTHTRACK, healthcare expert Katy Votava, president of Goodcare.com and author of Making the Most of Medicare explains what you need to know to maximize those benefits and avoid overpaying.