Cornerstone Macro's Trahan: Why the U.S. bull market can go the distance
After conquering issues with consumer leverage and the budget deficit, the U.S. economy is shining while the world grapples with structural issues, according to Francois Trahan, founding partner of Cornerstone Macro. But what risks lie ahead?
Fairholme's Berkowitz: Why it pays to bet on companies other investors abandon
Bruce Berkowitz, portfolio manager at The Fairholme Fund, discusses why he bet big on American International Group Inc. in 2010 and how his fund has reaped billions in gains since.
Mary Beth Franklin: Why high-income retirees take a hit on Medicare
The higher your Medicare premium, the lower your net Social Security benefit. InvestmentNews contributing editor Mary Beth Franklin discusses what high-income retirees need to watch out for.
Mary Beth Franklin: What Social Security cost of living adjustments mean for retirees
Social Security will likely adjust benefits for 2015 to keep up with the consumer price index, but that might not be enough considering the true inflation retirees face, according to InvestmentNews contributing editor Mary Beth Franklin.
Pax World�s McQuiggan: The business case for investing in women
Companies that have more women in leadership tend to be more profitable, according to Kathleen McQuiggan of Pax World Management. But why haven�t more companies followed this strategy for success?
Darst and Royce's Kaplan: What high-altitude markets mean for portfolio selection
Independent investment consultant David Darst and Royce Funds portfolio manager Jay Kaplan weigh in on how market valuations are affecting their investment decisions now.
Morningstar's Davidson: The active vs. passive misnomer
Contrary to the adversarial nature of the active versus passive debate, there is room for both in a portfolio, according to Lee Davidson, senior quantitative analyst at Morningstar Inc.
Eaton Vance's Gaffney: Why bonds have become riskier
Investors reaching for yield have turned to investment grade and high-yield bonds, but the rate risk those investments involve could lead to a loss of principal, according to Kathleen Gaffney, portfolio manager at Eaton Vance Bond Fund.
Strategas' Trennert: Where the new sovereigns are
The new sovereigns are companies the market believes are better credit risks than government debt. Find out which companies fall into this category, according to Jason Trennert, managing partner of Strategas Research Partners.
Fort Washington's Sargen: The Middle East event the market can't ignore
Nick Sargen of Fort Washington Investment Advisors and Bill Wilby, formerly of Oppenheimer Global Fund, discuss why they worry about geopolitical complacency in the equity market and what could provide a cushion for investors.
Crain's Wealth Newsletter
Investing, financial planning and wealth management strategies for today�s �New Normal� economic environment.
Sign up now �