With capital preservation a top priority global value investor Matthew McClennan is preparing First Eagle portfolios for the next market correction with hefty gold holdings while participating in the current economic and market boom with economically sensitive stocks.
PREPARING FOR THE NEXT CORRECTION WHILE PARTICIPATING IN THE BULL MARKET WITH MATTHEW MCCLENNAN
Monetary Stimulus Are Vital for Economic Growth & Societal Stability
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MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY
MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY Laggards of last decade coming to life Value stocks should outperform growth Small-caps should outpace large companies International stocks, particularly in emerging markets should lead domestic Watch the related WEALTHTRACK episode.
FINANCIAL THOUGHT LEADER PAUL MCCULLEY SAYS BOTH FISCAL & MONETARY HELICOPTER MONEY ARE ESSENTIAL
Before retiring from bond giant PIMCO Paul McCulley was a financial thought leader in macroeconomics, fixed income and Fed policy. He still is. He explains why massive amounts of government and monetary stimulus are vital for economic growth and societal stability.
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Cyclical & Value Stocks Shift is Durable
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RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE
Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate.
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