INSTITUTIONAL RESEARCH SHAKEUP!

Top-rated international economist Nancy Lazar, the Street’s number one strategist, Francois Trahan and top-ranked Washington analysts, Andy Laperriere and Roberto Perli, have joined forces and formed a new macro economics, policy and strategy firm. (All have worked at legendary research firm, ISI Group which Lazar founded with Ed Hyman 32 years ago) Consuelo is sharing Cornerstone Macro’s first three research reports exclusively with our WEALTHTRACK friends.

Nancy's Economic Research [pdf]

Lazar expects growth to slow, but then to reaccelerate in the second half of the year.

François's Portfolio Strategy [pdf]

The report predicts  the Fed will stay the course but leave the door wide open to changes in QE in coming months.

Andy and Roberto's Policy Research [pdf]

What's the new normal looking like in the markets?

Gold and the Markets: An Exclusive Podcast with Nick Sargen of Fort Washington Investment Advisors

The recent dramatic decline in the price of gold could have far reaching implications for global markets and investors.  In this exclusive WealthTrack conversation Consuelo Mack asks veteran international  economist and global money manager,  Nick Sargen, the Chief Investment Officer at Fort Washington Investment Advisors for his assessment, covered in his recent report, Implications for Falling Gold and Commodity Prices [pdf].

Royce: What Still Works

This week’s guest, Chuck Royce of the Royce Funds, gives Consuelo a concise explanation to what still works after forty years of investing.

Ben Inker: The Next Generation of Financial Gurus

Every week on WEALTHTRACK Consuelo asks our guests what would be their recommendation for the One Investment for a long-term diversified portfolio.   Ben Inker, co-head of GMO Asset Allocation Team and a protege of the legendary fund manager, Jeremy Grantham, and our guest coming up this weekend, recommends that a good place find solid stocks is to choose one with a rating of "A" and higher from the list of S & P 100 U.S. companies.

We have taken this recommendation one step farther and have identified the 59 companies that are rated AAA through A for you.  Pick wisely!  

BEN INKER: MY FIRST AND ONLY JOB

No MBA? No graduate degree? Consuelo digs deeper into Inker’s  background when she asks him how he landed a job on the highly regarded GMO team right out college.