New Markets, New Strategies - Hardcover

Trennert, Jason

Hardcover

ISBN 10: 0071440607 ISBN 13: 9780071440608

Publisher: McGraw-Hill, 2004

Synopsis

One of Wall Street's brightest new stars discusses how to navigate today's markets, for both the short and long term

Investors today are looking for a solid, trusted voice to help them make sense of turbulent markets. Jason Trennert has become that voice. Trennert is a regular guest on prominent investment programs like CNBC's "Squawk Box," and his boutique research firm is popular among investment professionals and high-profile Wall Street firms.

In New Markets, New Strategies, Trennert outlines an insightful, practical, and forward-thinking approach to investing. Providing investors with techniques based more on long-term performance than short-term hysteria, he explores topics including:

• Major themes that will move markets in the coming decade
• The hidden but all-too-real dangers of passive management and index funds
• Where and how to find stocks and bonds with the best risk/reward tradeoff

About this title

From the Back Cover:

Praise for New Markets, New Strategies:

"Jason Trennert provides fresh insights to the world of investing. A sound thinker, he's a must-read."
--Lawrence Kudlow, cohost of CNBC's "Kudlow & Cramer"

“New Markets, New Strategies is an eloquent commentary on returning to an era of ‘investing’ as opposed to ‘speculating.’ Jason Trennert has an uncanny ability to provide insightful information to novices and sophisticated investors alike in an easy-to-understand format.”
--Frank Felicelli, executive vice president and chief investment officer, Franklin Private Client Group, Franklin Templeton Investments

“New Markets, New Strategies should be part of every investor’s library. Trennert is informative, thoughtful, and analytical. It’s a must-read.”
--Larry Auriana, founder and coportfolio manager, Federated Kaufmann Fund

"I think this book is great. Jason Trennert has a writing style that is clean, crisp, and intelligent. It's a true talent made even more impressive by the fact that he is able to write in this manner on an otherwise dry, academic topic."
--Steven Hadley, Smith Barney

New Markets, New Strategies reveals how investors can integrate time-tested investment lessons with all-new approaches to common stocks, to both protect themselves and profit in a volatile financial marketplace rocked by political, social, and economic upheaval. Focusing on the core attributes--some traditional, some entirely new­­ that will impact stock prices through the remainder of this decade and beyond, trusted Wall Street authority Jason Trennert provides:

• A framework for successful investing in today's "winner take all" market environment
• Compelling analysis of the drivers that will move markets in the coming decade
• The Thrifty Fifty­­--Stocks that are poised to outperform the market--and why

Ongoing global instability, combined with an era of continuing and breathtaking technological innovation, has given present-day investors a profit/peril atmosphere that is virtually unprecedented in recent history. Still, in these uncertain times, millions of investors are left to wonder what they can do to garner those profits--while sidestepping the perils.

New Markets, New Strategies outlines an insightful, practical, and forward-thinking approach to investing designed to succeed this year, this decade, and beyond. Written by investment strategist Jason Trennert, one of today's most respected and knowledgeable investment voices, it combines uncompromising analysis with hands-on strategies and techniques to reveal:

• Valuable insights into how 2004 election results will impact markets and investors
• Types of companies that stand poised to outperform markets in both the short and long term
• The merit of contrarianism, with reasons and examples of why the crowd is almost invariably wrong
• The importance of value, with a straightforward approach for comparing companies across sectors
• Key Take-Aways--Bulleted synopses that detail what was said in each chapter and what it means to investors

From the reemerging significance of yield and dividends to the growing importance of corporate accountability, Jason Trennert focuses on the factors that will help investors prevail in coming years. How, for example, could passive investing and index funds--the darlings of investment advisors and pundits for nearly two decades--do more harm than good to the financial health of an investor? Why do critics on one side deride hedge funds as overleveraged, cost-prohibitive, and suitable for virtually nobody, while others counter that hedge funds simply remove unwelcome strategic barriers, and put the interests of investors and fund managers on the same plane?

Trennert addresses these hot-button issues and more, all backed with the convincing research and detail his customers have come to expect and appreciate.

New Markets, New Strategies outlines an investment program based more on achieving long-term performance than on bowing to short-term hysteria. Uncompromising in its research and unparalleled in its ability to make complex concepts understandable and actionable, this groundbreaking book explains how falling back on the tried-and-true investment themes of our parents--updated, of course, for today's transformed marketplace--could pay exceptional financial rewards in the coming years.

About the Author:

Jason Trennert is a senior managing director and chief investment strategist for International Strategy & Investment Group (ISI), where he heads its highly-ranked strategy team. Trennert is seen and quoted regularly in major financial media, from the Wall Street Journal and Fortune to CNBC's Squawk Box.

About this edition

• Publisher: McGraw-Hill
• Publication date: 2004
• ISBN 10: 0071440607
• ISBN 13: 9780071440608
• Binding: Hardcover
• Edition number: 1
• Number of pages: 256