Tag: Institutional Investor

SEISMIC INVESTMENT SHIFT Transcript 10/11/2013 #1016

November 1, 2013

CONSUELO MACK: This week on WealthTrack, with the power of the Federal Reserve behind it, Gluskin Sheff’s influential economist, David Rosenberg predicts inflation is coming. What his big call means for investors is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What has been one of the defining financial trends of the last three decades? We have covered it numerous times on WealthTrack, and no it’s not government shutdowns, although there have been 18 of them since 1977, including the most recent one. And it’s not the looming October 17th deadline for the federal debt ceiling limit. Congress has raised the debt limit 15 times in the last decade alone.  Probably the most significant economic development of the last 30 years has been the submission of inflation and the concomitant decline in interest rates.

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MACRO MATTERS Transcript 9/13/2013 #1012

September 25, 2013

CONSUELO MACK: This week on WealthTrack, the big investment picture top rated international economist Nancy Lazar and number one strategist Francois Trahan on why the U.S. is the place to invest and China is in trouble. A WealthTrack exclusive with both is next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. If there is one lesson investors have learned from the financial crisis and its aftermath, it is that macro matters. The risk on/risk off market of the financial crisis, where the vast majority of assets moved in lockstep in reaction to a monetary policy move, an economic number or political pronouncement is seared in the collective memory of investors. As you can see from this chart, provided to us by this week’s guests, macro forces have historically had an oversized influence on stock returns. Over the last two decades for instance stock specific influences have accounted for about 28% of stock market returns on average, whereas macro forces have accounted for nearly 70%. Since the financial crisis that influence has risen to nearly 90%.

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Fuss & Bernstein Transcript 7/12/2013 #1003

July 12, 2013

CONSUELO MACK:This week on WealthTrack, as the 30 plus year era of ever lower interest rates winds down, how can investors stay on track? Loomis Sayles legendary bond manager, Dan Fuss and top ranked strategist and portfolio manager Richard Bernstein share their investment itineraries, next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. The investment climate has changed. After falling for decades, interest rates are rising. And as in everything else in this global, electronically connected universe, the shift has been dramatic and rapid. Credit or blame Federal Reserve Chairman Ben Bernanke’s testimony to Congress weeks ago, which Wall Street is still parsing. When will the Fed “taper” its stimulative bond purchasing program? Who knows! Even Bernanke says it’s data dependent, but the markets have been responding ever since with increased volatility.

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A NEW INVESTMENT ERA!

July 12, 2013

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. Continue Reading »

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