Tag: episode_1549

Sustainable Growth at Reasonable Prices: What in the World Is Great Investor Mark Yockey Finding?

May 24, 2019

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MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY

May 24, 2019

MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY

All Investors Tend to Have a Home Country Bias

U.S. Has Been the Place to Invest for the Last Decade

Its Late in the Economic and Market Cycle for U.S.

Early in Cycle for Some Countries, Particularly in the Emerging Markets

Some Countries Experiencing Economic Turnarounds and Political Reform

A MORNINGSTAR FAVORITE:

    ARTISAN DEVELOPING WORLD FUND (ARTYX)

  • Morningstar 5-Star & Bronze Medalist ratings
  • Run by Lewis Kaufman
  • Experienced emerging markets manager
  • Launched it in 2015
  • Focuses on 40-50 high-quality companies
  • Based in emerging markets themselves, including frontier markets or developed market companies
  • Large exposure to emerging markets

Watch the related WEALTHTRACK episode.

YOCKEY: HISTORICAL FICTION

May 24, 2019

HISTORICAL FICTION

A history buff, Mark Yockey is a huge fan of Winston Churchill and a student of the entire World War II period. Among his favorite books are spy novels set in that era.

Watch the related WEALTHTRACK episode.

SUSTAINABLE GROWTH AT REASONABLE PRICES: WHAT IN THE WORLD IS GREAT INVESTOR MARK YOCKEY FINDING?

May 24, 2019

International investing star Mark Yockey joins us in a WEALTHTRACK Exclusive to discuss his global stock picks.

With episodic exceptions, the U.S. has been the place to invest since the global financial crisis. There have been occasional bouts of outperformance by European and emerging markets, specific geographical locals and individual countries but overall, the U.S. markets trajectory has been higher, the U.S. economy stronger and the dollar dominant.

The past year is a case in point. No matter where you looked around the world currencies weakened against the dollar. From the Japanese yen and the Swiss franc to the Indian rupee and the South Korean won, to the British pound and the Euro to the Chilean peso and Brazilian real.

It’s been a challenging time for global investors, especially those running international funds. This week’s guest is up to the challenge and has been investing overseas for nearly three decades.
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PREMIUM: YOCKEY

May 22, 2019

INTERNATIONAL GROWTH EXCLUSIVE

International investing star Mark Yockey joins us in a WealthTrack Exclusive to discuss his global stock picks.
 
With episodic exceptions, the U.S. has been the place to invest since the global financial crisis. There have been occasional bouts of outperformance by European and emerging markets, specific geographical locals and individual countries but overall, the U.S. markets trajectory has been higher, the U.S. economy stronger and the dollar dominant.

The past year is a case in point. No matter where you looked around the world currencies weakened against the dollar. From the Japanese yen and the Swiss franc to the Indian rupee and the South Korean won, to the British pound and the Euro to the Chilean peso and Brazilian real.

It’s been a challenging time for global investors, especially those running international funds. This week’s guest is up to the challenge and has been investing overseas for nearly three decades.

WEALTHTRACK Episode #1549; Originally Broadcast on May 24, 2019

Explore This Episode

We have compiled additional information and content related to this episode.

MARK YOCKEY

Consuelo MackNewsletter available soon.
Mathews Asia


MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY

All Investors Tend to Have a Home Country Bias

U.S. Has Been the Place to Invest for the Last Decade

Its Late in the Economic and Market Cycle for U.S.

Early in Cycle for Some Countries, Particularly in the Emerging Markets

Some Countries Experiencing Economic Turnarounds and Political Reform

A MORNINGSTAR FAVORITE:

    ARTISAN DEVELOPING WORLD FUND (ARTYX)

  • Morningstar 5-Star & Bronze Medalist ratings
  • Run by Lewis Kaufman
  • Experienced emerging markets manager
  • Launched it in 2015
  • Focuses on 40-50 high-quality companies
  • Based in emerging markets themselves, including frontier markets or developed market companies
  • Large exposure to emerging markets

No Bookshelf titles this week.


GLOBAL E-COMMERCE TRANSACTIONS

WEX Inc (WEX)

  • Danaher Corp (DHR)
  • PerkinElmer Inc (PKI)
  • Bio-Rad Laboratories Inc (BIO)
  • Nestle SA (NSRGF)
  • Linde PLC (LIN)
  • Deutsche Boerse AG (DBOEF)
  • London Stock Exchange Group PLC (LDNXF)
  • Intercontinental Exchange Inc (ICE)
  • CME Group Inc (CME)
  • Medtronic PLC (MDT)
  • Facebook Inc A (FB)
  • Microsoft Corp (MSFT)
  • Amazon.com Inc (AMZN)
  • Alphabet Inc A (GOOGL)
  • Vinci SA (VCISF)
  • Wirecard AG (WRCDF)
  • PayPal Holdings Inc (PYPL)
  • WEX Inc (WEX)
  • Adyen NV (ADYEN)


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Mark Yockey from the WEALTHTRACK Archives:

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HISTORICAL FICTION

History buff, Mark Yockey is a huge fan of Winston Churchill and a student of the entire World War II period. Among his favorite books are spy novels set in that era.

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