Lessons from a Ponzi Scheme
A Top Performing Global Long-Short Fund
A Solutions-Oriented Fund Family
Inside the GoodHaven Fund, a Top-Performing Value Fund in 2016
How Fidelity is Positioning Its Index Fund Offerings
A Top-Performing Multi-Asset ESG Income Fund
A Low-Cost Tactically Managed ETF Solution
How USAA Funds is Serving Advisors
Gundlach – Trump Will Be an Economic Success
The Strategy behind a Five-Star Market-Neutral Fund
A New Strategy for Downside Protection or Yield Enhancement
An Options-Enhanced Value Strategy
Brian Yacktman is the son of the legendary investor, Don Yacktman, and the chief investment officer, portfolio manager and a principal of YCG Investments. In this interview, he discusses how he has melded a traditional value-oriented approach with the use of options to deliver risk-adjusted outperformance for his investors. Please visit YCG Investments at booth 123 at Schwab IMPACT.
A Distinctive Risk-Managed Equity Strategy
Gundlach: Trump Will Win
Stephanie Kelton: National Debt – Washington’s Wall Against Progress
The much-ridiculed plan to build a wall on the Mexican border has dominated the political discourse since Donald Trump proposed it last June. But, according to Stephanie Kelton, we already have a wall and it is very tall and nearly insurmountable. It is the national debt.
What Capital Cycles Mean for Investment Performance
Bruce Greenwald: The Crisis Bigger than Global Warming
The Newest Threat to Robo Advisors
Gundlach’s Bond Market Outlook (and a Warning for Junk Bonds)
A Value Fund with a Long-Term Success Record
Gundlach’s Warning for “Risk Assets”
A Strategy that has Successfully Hedged Equity Exposure
Bob Doll on His 2016 Predictions
Thornburg Investment Management: Our Unique Investment Approach
The Danger in Emerging Market Debt
James Montier on Fed-Induced Bubbles, Market Valuations, Smart Beta and Liquid Alts
The First Eagle Portfolio Management Team on the Trends Driving Global Opportunities
First Eagle’s Global Fund (SGENX) is its flagship fund, with over $45 billion in assets. Since inception (1/1/79), it has returned 13.35% annually, versus 9.50% for the MSCI world index. Over the last 15 years, it has been in the top 2% of its peer group. I recently spoke with its managers about the global trends driving opportunities for their fund.
Albert Edwards – Dollar Appreciation and a Global Recession
As the equity markets have suffered their worst performance ever to start a year, we’ve heard the familiar refrain from the chorus of sell-side analysts: Don’t panic, the economy is fine and the markets will recover. Among the few who are warning that things could get worse – indeed, much worse – is Albert Edwards.