Todd Ahlsten, chief investment officer of Parnassus Investments and lead manager of Parnassus Core Equity Investor Fund (PRBLX), has been a member of the Barron's Roundtable since 2019. In this year's Midyear Roundtable, to be published July 11, Todd pounds the table for "Great American Companies" with durable franchises and wide-moat businesses.
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Todd about his investment approach, economic outlook, and favorite stocks.
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Catching Up With a Wall Street Veteran
Richard Bernstein, CEO and CIO of Richard Bernstein Advisors, calls this the most speculative investment climate he has ever seen in his lengthy career. The good news? As investors chase overpriced assets with negligible value, many neglected stocks are high-quality, dirt-cheap, and poised to soar. In other words, as Bernstein says, a lot of Maseratis are priced like Fords.
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A Mid-Year Market Check-Up
Where do markets head from here? Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn size up the outlook for stocks, bonds, energy, gold, and more. We welcome your questions.
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Sizing Up Stocks and the Oil Market
What do increased hostilities in the Middle East mean for equity and energy markets? Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn check in with Keith Lerner, co-chief investment officer at Truist Advisory Services, to discuss the markets' reaction, and the outlook from here.
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What is "Quality" Investing?
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Tom Hancock, portfolio manager at GMO, about the firm's Quality Strategy and the hallmarks of "quality" stocks.
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Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.
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