Consuelo Mack WealthTrack

Scott Welch: How to improve the tax sensitivity of portfolios

April 28, 2017 | Runtime: 6:53

Scott Welch, chief investment officer at Dynasty Financial Partners, and Brian Langstraat, chief executive officer at Parametric, discuss what advisers need to keep in mind about the taxes their clients pay on their investments.

Charles Dreifus: Why the stock market is priced to perfection

April 28, 2017 | Runtime: 5:05

Charles Dreifus, portfolio manager of the Royce Special Equity Fund, discusses the resurgence of small-cap stocks and where their valuations stand now.

Michael Hartnett: How to prepare for the 'Great Rotation'

April 10, 2017 | Runtime: 6:27

New populist policies that are coming along are going to make growth, inflation and interest rates go in a different direction, according to Bank of America Merrill Lynch chief investment strategist Michael Hartnett.

James Grant: Why the bull market in bonds is over

March 10, 2017 | Runtime: 5:13

Financial thought leader, historian and bond expert James Grant, editor of Grantís Interest Rate Observer, discusses why he thinks we are on the brink of the biggest investment change in nearly two generations.

Charles de Vaulx: Why value stocks are so hard to find

March 10, 2017 | Runtime: 4:57

Charles de Vaulx, chief investment officer at International Value Advisers, discusses why he is holding nearly 40% of his portfolios in cash and why it's so hard to find truly cheap stocks or high-yield bonds around the world.

Richard Bernstein: Why the financial climate has changed dramatically

February 07, 2017 | Runtime: 5:51

The global stagnation and deflation of the last eight years has ended, according to Richard Bernstein, CEO and CIO at Richard Bernstein Advisors. Find out how he has repositioned his portfolio to reflect a seismic shift in the big picture.

Cornerstone Macro's Trahan: Why this rally should be sold

February 07, 2017 | Runtime: 4:54

Every bear market starts from the peak of a bull market, and the forecast for 2017 shows a tightening of conditions, according to Francois Trahan, head of portfolio strategy at Cornerstone Macro.

Robert Aliber: What's really behind the increasing frequency of economic crises

December 28, 2016 | Runtime: 11:00

Every crisis follows an extended period of cheap credit, but are bankers to blame? Robert Aliber, professor at the University of Chicago Booth School of Business, and Nicholas Sargen, chief economist at Fort Washington Investment Advisors, discuss.

Artisan's Mark Yockey: Investments in these U.S. companies are generating strong returns

December 15, 2016 | Runtime: 5:08

The U.S. economy and stock market continues to be the "best house in a troubled neighborhood" compared to the rest of the world, says Artisan International Fund portfolio manager Mark Yockey. Here are the U.S. companies his fund finds most promising.

Robert Kessler: The case for staying invested in treasuries now

November 30, 2016 | Runtime: 8:34

Treasuries are the safest instrument you can own and also the only instrument that will react positively in a negative marketplace, according to Robert Kessler, CEO of Kessler Investment Advisors.

 
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