A Competitive Sport ClearBridge Aggressive Growth Fund’s Great Investor, Richie Freeman loves sports and investing, as does his co-portfolio manager Evan Bauman. He explains the link between the two obsessions and how he became a stock fan in the first place. Watch the related WEALTHTRACK Episode.
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SPACE FOR REFLECTION
What’s the hardest part of Matthew McLennan’s job as head of Global Value and portfolio manager at First Eagle? Finding time to think. He explains how he does it. [bliptv id=”hsM9g5XfVwA”]
CONSUELO’S IN THE GUEST CHAIR!
The syndicated radio program, “On The Money” interviewed Consuelo this week and you can hear what she said here. The host, Steve Pomeranz, asks Consuelo about the anticipated rise in interest rates, the reasons for the bond market’s strong reaction to the “taper caper” and the importance of looking at the whole macro picture before […]
A BIG JOB CHANGE FOR A GREAT INVESTOR
WEALTHTRACK has identified Kathleen Gaffney as a next generation Great Investor because of her outstanding track record at the Loomis Sayles Bond Fund, alongside legendary co-manager Dan Fuss. Gaffney recently left her old firm to launch a new bond fund at Eaton Vance. I asked her to explain the biggest difference between running a huge fund […]
HOW TO INVEST IN THE NEW “EMERGING MARKET”: MIDDLE AMERICA
Forget overseas emerging markets! Top-rated strategist, Francois Trahan and economist, Nancy Lazar, partners at Cornerstone Macro, say their favorite emerging market is developing right here at home. Its Middle America which is benefiting from a renaissance in manufacturing and a resurgence in energy production and is attracting both U.S. and foreign investment. Trahan and Lazar say […]
WHAT CORN AND THE TREASURY MARKET HAVE IN COMMON
Great Investor Robert Kessler gives us insight into what markets he watches to predict what will happen to U.S. Treasuries. He also explains exactly why he has stuck with the Treasury market for decades against all the Wall Street naysayers. [bliptv id=”hsM9g5WaAgA”]
