Welcome to our Money Manager Video Series.

Due diligence is the foundation of our investment management strategy. Our due diligence process begins with the four Ps: performance, process, philosophy, and people.

In all the years Roehl & Yi has had the opportunity to meet directly with investment firms, we have learned that the most important part of money manager research is people.

After all our analysis is conducted we want to answer this question: Do We Trust Our Clients’ Money with These Managers?

Roehl & Yi is excited to introduce you to the money managers we use so you can gain perspective and insights into their respective strategies.

Our debut guest is Tony Crescenzi. Tony is an executive vice president at PIMCO and a member of PIMCO’s investment committee. As a portfolio manager with PIMCO, he has written six books on the bond market and is a regular guest on CNBC and Bloomberg.

In this interview, conducted on February 4, 2021, Tony discusses today’s economic environment.

Interview Highlights

  • 02:00: Tony shares his thoughts about the economic forecast for 2021, including expected robust economic growth of 7% along with economic activity that will reach 2019 levels by mid-year 2021.
  • 14:09: He reflects on what investors can do when they are not earning interest on their cash and money markets due to low interest rates.
  • 26:09: Tony offers his views on GameStop and the current economic environment of speculation in some sectors.
  • 35:48: He discusses credit (e.g., junk bonds and high-yield vehicles, etc.) and helps explain concepts to investors weighing their options for considering those types of asset classes.

The views and opinions expressed here are as of the date recorded and should not be construed as an offer to buy or sell any securities. Such views and opinions may differ from those of Roehl & Yi Investment Advisors and are subject to change without notice.

If you would like to speak with a Roehl & Yi financial advisor about your wealth management and investment strategy, please call 888-683-4343.

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