As 30-plus years of falling interest rates wind down, what are the new rules of investing? Loomis Sayles’ legendary bond fund manager Dan Fuss and top-ranked strategist, turned portfolio manager, Richard Bernstein provide their contrarian answers.
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Ben Bernanke
STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?
Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. For our WEB EXTRA feature Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.
ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”
Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low.
Ben Inker: The Next Generation of Financial Gurus
A rare interview with next generation Financial Thought Leader Ben Inker, co-head of GMO’s asset allocation team. Inker explains why he is increasing GMO’s cash levels and treading very carefully in both the stock and bond markets.
