In recent years, having a home bias has paid off for investors- American stock markets have outperformed other developed markets and trounced the losses in many emerging markets- but will it continue to do so? Two global investment pros, David Darst of Morgan Stanley and Peter Langerman of the Mutual Global Discovery Fund, will discuss where you can find the highest quality businesses at bargain basement prices.
WATCH NOW…
GLOBAL INVESTMENT TRENDS AND STRATEGIES
TWO RECOMMENDATIONS FOR END OF SUMMER READING
David Darst recommends: [amazon-product alink=”0000FF” bordercolor=”000000″ height=”240″ tracking_id=”wealt-20″]1607965704[/amazon-product] Peter Langerman recommends: [amazon-product alink=”0000FF” bordercolor=”000000″ height=”240″ tracking_id=”wealt-20″]0773538631[/amazon-product]
A DISCUSSION WITH A WALL STREET JOURNAL COLUMNIST, JASON ZWEIG
JASON ZWEIG
Personal Finance Columnist, “The Intelligent Investor”
The Wall Street Journal
“There’s no doubt that the pursuit of yield is bordering on a mania” says Jason Zweig, The Wall Street Journal‘s Personal Finance Columnist. Don’t miss Consuelo’s discussion when she asks Zweig about dangerous investor behavior and why he is concerned as investors are abandoning bonds and flocking to dividend-paying stocks.
THE NEW RETIREMENT CONVERSATION
What’s the “new” conversation we should be having about retirement income? Mary Beth Franklin of InvestmentNews and Kimberly Lankford of Kiplinger’s Personal Finance tell us how the typical approach changed and the new tools we should use for guaranteed income that lasts a lifetime.
CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY
CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY Review assumptions using new approaches Maximize your social security benefits Consider impact of insurance products: immediate annuities longevity insurance long term care insurance RETIREMENT CALCULATORS T. Rowe Price Fidelity
LOOK FOR THE POSITIVE TRENDS
• Great Investors search for what is working now and will work in the future • Classic example: Winters’ focus on companies catering to the aspirational consumers in emerging markets