Tag: ISI Group

ED HYMAN & BILL MILLER – PART 2 – INVESTMENT LEGENDS’ PREDICTIONS FOR 2014 – Transcript 1/17/2014 #1030

February 5, 2014

CONSUELO MACK: This week on WealthTrack, part two of our exclusive interview with two financial champions. After last year’s winning performance, what are they doing for an encore in 2014? Wall Street’s recognized king of economists Ed Hyman joins investment superstar Bill Miller to discuss their game plan next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This week we are continuing our conversation with two Wall Street legends. Ed Hyman, chairman of independent institutional research and money management firm, ISI Group, joins us exclusively every year with his forecasts for the New Year. Ed has been voted the number one economist by institutional investors for an unprecedented 34 years running.

He is joined by another regular WealthTrack guest, who has frequently appeared exclusively with us as well. Great Investor Bill Miller is known for his record setting 15 year winning streak with his former fund, Legg Mason Value Trust, which won him numerous accolades over the years. But what is less well known is his performance with his much smaller Legg Mason Opportunity Trust Fund which he launched in 1999. Opportunity Trust just completed a spectacular two year run, up 67% last year following a 40% gain in 2012, placing it in the number two and number one slot respectively.

Last week we talked with both Miller and Hyman about their exceptional performance last year, Ed as a forecaster and Bill as an investor and what trends they were tracking that determined their forecasts and strategies. This week we are taking a deeper dive into the forces that will shape economic and market behavior this year. I began by asking them each to identify what their analysis is telling them will be the biggest surprise of 2014. Continue Reading »

ED HYMAN & BILL MILLER – PART I – INVESTMENT LEGENDS’ PREDICTIONS FOR 2014 – Transcript 1/10/2014 #1029

January 27, 2014

CONSUELO MACK:  This week on WealthTrack: Two financial champions were firing on all cylinders in 2013. What’s their plan to finish in the winners’ circle again this year? Wall Street’s reigning king of economists Ed Hyman joins investment legend Bill Miller next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What kind of a year will 2014 turn out to be? Which economies will thrive and which will falter? Where will money be made and lost?  We have two financial superstars with us to answer those questions and they will be with us for the next two editions of WealthTrack.

One has been an exclusive television guest here every year since our launch nine years ago. He is Ed Hyman, Chairman of independent institutional research firm, ISI Group. Inc. Ed has been ranked Wall Street’s number one economist by institutional investors for an unprecedented 34 years in a row. Continue Reading »

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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Ed Hyman & Dennis Stattman – Part Two: Investment Game Changers in 2013

January 18, 2013

On this week’s WEALTHTRACK: Part 2 of our exclusive interview with Wall Street’s top-ranked economist for a record 33 years, ISI Group’s Ed Hyman. He is joined by Great Investor Dennis Stattman, long-time portfolio manager of BlackRock’s Global Allocation Fund. Continue Reading »

Ed Hyman & Dennis Stattman – Part One: Experts Say…

January 11, 2013

WEALTHTRACK’s annual exclusive with Financial Thought Leader, Ed Hyman, Wall Street’s number one ranked economist and BlackRock’s star Global Allocation Fund manager, Great Investor Dennis Stattman. They will assess the U.S. economy, markets and investment opportunities for 2013. Continue Reading »

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