As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means.
RECESSION & BEAR MARKET RISKS WITH FINANCIAL THOUGHT LEADER JASON TRENNERT
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM Continuity is important in a firm’s: Leadership Investment philosophy Goals Discipline Watch the related WEALTHTRACK episode.
Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff
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EXTRAORDINARY COMPOUNDING COMPANIES
Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff
Bonds With Social Impact With Five-star Fund Manager Stephen Liberatore
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BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE
This week’s guest is a leader in the relatively recent field of fixed income ESG investing, as well as the new area of impact investing in public fixed income markets, where bond proceeds are directed to a specific project or goal and the results are measurable. He is Stephen Liberatore, lead portfolio manager at TIAA Investments for responsible investment fixed income mandates that incorporate ESG criteria.
Liberatore will discuss what he looks for as a socially responsible bond investor in a field that has traditionally been dominated by equity investors.
WATCH NOW…