Everyone likes a winner, but would-be winners hold even greater appeal to the value-conscious investors on the Barron’s Roundtable, which met on Jan. 8 in New York. Nothing against Nvidia, but it’s the next Nvidia that appeals to this prudent crew. In our latest Roundtable installment, the second of three, you’ll learn about 19 such contenders, and a bevy of attractive bond funds, too.
Our speakers include William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch; David Giroux, chief investment officer at T. Rowe Price Investment Management; Sonal Desai, chief investment officer and a portfolio manager at Franklin Templeton Fixed Income; Scott Black, founder and president of Delphi Management; and John W. Rogers Jr., founder, chairman, co-CEO, and chief investment officer of Ariel Investments, making his Roundtable debut.
We’d be remiss if we didn’t also highlight Sonal’s sharp commentary on the economy (strong), liquidity (abundant), and interest rates (heading lower, but not too soon).
