Pulitzer Prize winning author, Liaquat Ahamed was a bond manager, Chief Investment Office and CEO of a fixed income management firm long before he wrote Lords of Finance: The Bankers Who Broke the World. We asked him for his views of the bond markets today, especially considering the Federal Reserve’s long anticipated interest rate hike. […]
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SMITH: JESUIT EDUCATION
Stephen Smith, founding portfolio manager of the Legg Mason Brandywine Global Opportunities Bond fund and finalist for Morningstar’s 2014 Fixed-Income Fund Manager of the Year is known as a contrarian investor. Smith takes on consensus views about oil prices, interest rates and the outlook for global growth. What difference did a Jesuit education, specifically at […]
YOCKEY: CHURCHILLIAN PRINCIPLES
Artisan Partners’ noted international investor, Mark Yockey is a huge admirer of Winston Churchill and has read volumes of the legendary British Prime Minister’s histories, autobiographies and biographies. We asked him what he admired most about Churchill, arguably the greatest leader of the twentieth century. Watch the related WEALTHTRACK episode.
POND: “SMART” FINANCIAL PLAN
Jonathan Pond spent over two decades hosting financial planning specials on public television, all the while refining his online financial planning tool, Smart planner which was offered as a fund raising premium to viewers. This year, Pond is making Smart Planner available to all Americans for a modest fee of $40.00. We asked him to […]
SARGEN: DIFFERENT PERSPECTIVE
Last year, veteran international economist and investment strategist Nicholas Sargen stepped back from his full time, 11 year stint as Chief Investment Officer at Fort Washington Investment Advisors to become the firm’s Chief Economist and Senior Investment Advisor. Prior to that Sargen had worked in top investment positions at major firms including JPMorgan Chase and […]
EVEILLARD: RETIREMENT PERSPECTIVE
Although still Senior Advisor at the First Eagle funds, legendary value investor, Jean-Marie Eveillard gave up active portfolio management at the firm back in 2009. Has his perspective about investing changed at all in retirement? Watch the related WEALTHTRACK episode.
