Tag: pledge
HOW DO YOU APPLY SOCIALLY RESPONSIBLE INVESTING PRINCIPLES TO YOUR PORTFOLIO?
As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station, so we are revisiting a recent interview on the topic of impact investing. You can watch the episode again here.NEW THIS WEEK…
In this week’s EXTRA feature we’ll share a link to a report about how you apply socially responsible investing principles to your portfolio from the forum for sustainable and responsible investment. It is a roadmap for professional investors which is also useful for individuals and anyone managing money. Continue Reading »
SECULAR RISK & THREATS TO LONGTERM TOP LINE & EARNINGS GROWTH ARE INCREASING WITH CHANGING TECHNOLOGY
It’s the first week of the spring fundraising season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently, we are revisiting a recent exclusive interview with Fund Manager of Year winner David Giroux on the growing secular risks in companies. You can watch the episode again here.NEW THIS WEEK…
One of the most shocking and intriguing insights shared by this week’s guest David Giroux, Head of Investment Strategy at T. Rowe Price is that 31% of S&P 500 companies are being disrupted by secular risk and the threats to their long term top line and earnings growth are increasing, as are the number of companies affected. A huge source of the risk is changing technology. A large group of T. Rowe Price’s portfolio managers and analysts recently returned from the firm’s annual trip to Silicon Valley where they pick the brains of top executives of leading tech-oriented companies. The firm is sharing its findings with us in their recently published report, “Technological Innovation and Disruption.” It’s a fascinating read. Continue Reading »
FINANCIAL ADVISORS
It’s the start of summer pledge season on Public Television. We are revisiting some interviews that have been of great interest to our viewers. An exclusive interview with outspoken Treasury bond manager Robert Kessler. What’s to blame for the sea change that has occurred in the financial markets in recent months? Watch this episode again.NEW THIS WEEK: One of the questions we are often asked is “How do I find a good financial planner?”
Jamie Hopkins, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares his thoughts on how to find the right advisor.
Continue Reading »
FAANG STOCKS DOMINANCE
Public television’s spring fundraising drive is underway which means we’re revisiting with retirement expert Kristi Mitchem discussing why financial planning makes both millennials and baby boomers happier. You can watch the episode again here. For more about Millennials and their interest in socially responsible investing (SRI) read: The Power of the Millennial – by Christina Siegel, CFA, Miller Value PartnersNEW THIS WEEK…
Thornburg Value Fund’s Connor Browne was an early investor in Google and Facebook and at various points has owned Amazon and Netflix. What’s his view of these industry disruptors now? Will they continue to innovate and dominate? Browne brings us up to speed on the state of their market and technology evolution.
DISRUPTIVE TECHNOLOGIES
Public television’s spring fundraising drive is underway which means we’re revisiting an annual WEALTHTRACK tradition: Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street’s #1 economist Ed Hyman and global value manager Matthew McLennan. Watch this episode again here.NEW THIS WEEK: Keeping track of myriad disruptive technologies shaking up businesses and the markets is a daunting task, requiring familiarity with multiple disciplines, industries, and global markets. Thornburg Investment Management asked its team of global portfolio managers and analysts to share their best thinking in a short form format.
Download the report [.pdf]
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