Tag: WebExtra

MCMAHON: DUAL DISCIPLINES

November 6, 2015

Thornburg Investment Management’s Chief Investment Officer Brian McMahon invests in both stocks and bonds in his Thornburg Investment Income Builder Fund, as he has throughout his career. I asked him about the relationship between stock and bond investing.

Watch the related WEALTHTRACK episode.

MCLENNAN: EDUCATIONAL INVESTMENT

October 30, 2015

EDUCATIONAL INVESTMENT

First Eagle Funds’ Matt McLennan has an incredibly packed schedule heading up the firm’s Global Value team and co-managing four mutual funds for the firm including its flagship First Eagle Global Fund, but he has made a point of devoting much of his free time to educational institutions. We asked him why.

Watch the related WEALTHTRACK episode.

HARTNETT: INEQUALITY RESPONSE

October 23, 2015

INEQUALITY RESPONSE

Michael Hartnett and his team at Bank of America Merrill Lynch Global Research have identified several investment themes that are transforming the world. Some, such as the unprecedented aging of populations around the world and disruptive technologies such as the internet are well known. But there is one, not yet widely covered, that he thinks could result in significant changes in government policy.

Watch the related WEALTHTRACK episode.

BICKFORD: HELPING HAND

October 16, 2015

HELPING HAND

Evercore Wealth Management, Partner and Wealth Advisor Jewelle Bickford devotes much of her free time to supporting charitable organizations involved with helping women in developing countries. It’s a passion  that originated from her experiences as a child.

Watch the related WEALTHTRACK episode.

TRENNERT: DEFENSE OF WALL STREET

October 9, 2015

DEFENSE OF WALL STREET

Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for writing his latest book, My Side of the Street? It was both personal and professional.

Watch the related WEALTHTRACK episode.

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