Tag: WebExtra

PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER

June 7, 2013

Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, whom Consuelo has identified as a next generation Financial Thought Leader. She is also sharing three recent “Viewpoints” Asset Allocation & Investment Strategy reports with us on WEB EXTRA.

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reports

Viewpoints: The Great Rotation or Great Frustration? [pdf]

Viewpoints: The Long Tentacles of Quantitative Easing [pdf]

Viewpoints: Don’t Put All Your Eggs in One Basket? [pdf]

 

TWO PROS’ PERSONAL PORTFOLIOS

May 24, 2013

We ask Tim Hartch, co-head of the Domestic Equity Team at Brown Brothers Harriman and co-manager of its Core Select Fund, and Bill Priest, Epoch Investment Partners co-Chief Investment Officer and portfolio manager, about their personal portfolios.  It turns out, for these pros having a diversified portfolio is not as easy as one might think.

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Watch the related episode of WEALTHTRACK

ROBERT SHEARER: WHAT’S HAPPENING IN A PRO’S PERSONAL PORTFOLIO?

May 10, 2013

Consuelo often asks her guests what they are doing in their personal portfolios, aside from investing in their own funds, that they might like to share with us.

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WATCH THE RELATED EPISODE!

Gold and the Markets – An Exclusive Conversation with Nick Sargen of Fort Washington Investment Advisors

April 29, 2013

The recent dramatic decline in the price of gold could have far reaching implications for global markets and investors.  In this exclusive WEALTHTRACK conversation Consuelo Mack asks veteran international  economist and global money manager,  Nick Sargen, the Chief Investment Officer at Fort Washington Investment Advisors for his assessment, covered in his recent report, Implications for Falling Gold and Commodity Prices [pdf]. Continue Reading »

Ben Inker: The Next Generation of Financial Gurus

April 19, 2013

Every week on WEALTHTRACK Consuelo asks our guests what would be their recommendation for the One Investment for a long-term diversified portfolio. Ben Inker, co-head of GMO Asset Allocation Team and a protege of the legendary fund manager, Jeremy Grantham, recommends that a good place find solid stocks is to choose one with a rating of “A” and higher from the list of S & P 100 U.S. companies.  Continue Reading »

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