PREMIUM: LIPSKY & SARGEN

INVESTING IN THE TRUMP ERA

Two wise men of global finance, John Lipsky and Nick Sargen discuss policies and investments in the Trump era.

WEALTHTRACK Episode #1502; Originally Broadcast on June 29, 2018

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JOHN LIPSKY

• Former First Deputy Managing Director,
• International Monetary Fund

NICHOLAS SARGEN

• Chief Economist, Senior Investment Advisor,
• Fort Washington Investment Advisors

Newsletter available soon.

CONSIDER ADDING A TRUE DIVERSIFIER TO YOUR PORTFOLIO

Funds that invest in local currencies and lets them trade freely

Morningstar Recommends:
• Eaton Vance Diversified Currency Income Fund (EAIIX)
• PIMCO Emerging Markets Currency Fund (PLMAX)

Global Shocks: An Investment Guide for Turbulent Markets
Investing in the Trump Era: How Economic Policies Impact Financial Markets

SARGEN: TRUE DIVERSIFIER

Currencies Move Independently of Stock Markets

Choose a currency fund with a good track record

• Unhedged that invests in local currencies

No stock mentions in this episode.

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John Lipsky and Nick Sargen from the WEALTHTRACK Archies:

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LIPSKY:  DEFINITIVE HISTORY OF U.S. TRADE POLICY

Influential international economist John Lipsky has been involved in numerous global financial negotiations over the years, particularly in his leadership role at the International Monetary Fund. In the midst of today’s trade disputes he recommends we all read one book so we are not doomed to repeat the mistakes of the past.

 

SARGEN: MESSAGES FROM CHINA

Economist and investment strategist Nicholas Sargen speaks all over the world about the topic of his new book, Investing in the Trump Era. He recently returned from a speaking engagement in China where he also did some listening.