Archive for the 'Global Fixed Income' Category

Jeremy Grantham: A Must Viewing

Lance on Nov 24 2008 | Filed under: Asset Allocation, Emerging Markets, Global Equity, Global Fixed Income, Great Investors, Housing Market, Risk, Valuation, economy

As far as I know Jeremy Grantham has never appeared for the general public on TV or video. We get a real treat from Consuelo Mack of Wealthtrack with Jeremy dispensing advice about where the market is now. Like myself he sees the market as reasonably cheap, but not spectacularly so. He gives sound advice [...]

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Six Questions to ask your Advisor: Our Answers

Lance on Aug 25 2008 | Filed under: Asset Allocation, Commodities, Developing Markets, Domestic Equities, Domestic Fixed Income, Emerging Markets, Energy, Federal Reserve, Global Equity, Global Fixed Income, Housing Market, Metals, Risk, Valuation, economy, real estate

Hedge Fund manager Doug Kass has some questions that clients should ask of their advisors. I should point out that everybody has a bad year, I assume we will have a point where we will have to ask these questions in a harsher light of ourselves. However, these questions can separate those who you might [...]

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Martin Feldstein on the Economy, Credit Markets and Economic Risk

Lance on Feb 21 2008 | Filed under: Domestic Equities, Domestic Fixed Income, Economics, Federal Reserve, Global Fixed Income, Government policy, Housing Market, Risk, economy, monetary policy

Martin Feldstein, stepping down from heading up the National Bureau of Economic Research since 1977, has piece in the Wall Street Journal that is rather pessimistic about the economic outlook. More tellingly he thinks the recession, if it occurs (and like me, he suspects it has already begun) will be more difficult to stimulate our [...]

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