BOND INDEX SKEPTICS Indexing is all the rage in stock markets but it hasn’t had the same penetration in fixed income markets, at least not yet. Not surprisingly active managers, John Bellows and Stephen Smith believe passive index investing doesn’t make sense in the bond world. Watch the related WEALTHTRACK episode.
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RUSSO: LASTING PHILANTHROPY
LASTING PHILANTHROPY At the end of each year, Portfolio Manager Tom Russo sends a Season’s Greetings letter to his investors describing one charity he has chosen to support on behalf of his investors. It’s a gift that doesn’t end with the holiday season. This year’s gift was to African Parks. Watch the related WEALTHTRACK episode.
MALKIEL: INVESTMENT CLASSIC
INVESTMENT CLASSIC Financial thought leader Burton Malkiel has witnessed several booms and busts and numerous changes on Wall Street since writing his classic A Random Walk Down Wall Street more than 40 years ago, yet he remains as optimistic and enthusiastic as ever about investing. Watch the related WEALTHTRACK episode.
KLEINSCHMIDT: SUMMER ENERGY
SUMMER ENERGY Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch. Watch the related WEALTHTRACK episode.
NORLEY & DI RE: CHARITABLE DIFFERENCE
NORLEY: CHARITABLE DIFFERENCE Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition. DI RE: PERSONAL ADVICE EY’s Elda Di Re advises ultra- high net worth individuals, such as […]
ROGERS: TECH BOYCOTT
TECH BOYCOTT Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never […]
