March 3, 2021
A recent Behind the Markets podcast featured a debate on the merits of Bitcoin with Alex Pickard, VP of Research at Research Affiliates, and Jason Guthrie, Head of Capital Markets and Digital Assets for WisdomTree Europe.
February 26, 2021
In this episode of Franklin Templeton’s “Talking Markets” podcast, they discuss interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.
February 24, 2021
February 16, 2021
In this episode, we look at some of the most important risks we face as investors, and why they are impossible to disentangle from our own behavior.
February 9, 2021
In this episode, we take a deep dive into momentum investing with Alpha Architect’s Jack Vogel. We discuss why momentum works, how it is measured, and some potential ways to enhance the returns of momentum strategies.
February 4, 2021
This discussion is about fixed-income markets now that 10-year Treasury yields are above 1% and the yield curve is steepening.
January 28, 2021
What happens if what you’ve been planning for changes right before the goal line? We’re seeing that today in the world of retirement income.
January 28, 2021
This podcast features an update about risks that investors may face in 2021. With us to discuss the implications is John Hockers, CFA®, PRM, Co-Head of Investment Analytics at Wells Fargo Asset Management (WFAM).
January 26, 2021
In this episode we decided to challenge ourselves and to try to make the best case we can against value investing.
January 21, 2021
Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth. Check out our latest “Talking Markets” podcast.
January 21, 2021
We released two separate Behind the Markets podcasts last week, touching on two important issues for the market: developments in content platforms & the latest readings on earnings.
January 21, 2021
This podcast features a conversation about what’s ahead in fixed income in 2021. In addition to market outlooks, we’ll focus on ways to generate income and enhance total return.
January 14, 2021
Henrietta Pacquement, CFA®, Senior Portfolio Manager and Head of Investment Grade with the Credit Europe provides insight on climate change, specifically how within fixed income, investing in corporate bonds—also known as credit—has an important role on the path to a net zero carbon future.
January 12, 2021
In this episode, we look at Lynch’s approach to investing and our quantitative strategy based on him, which we extracted from his book One Up On Wall Street.
January 5, 2021
In this episode, we look at the importance of expectations in investing and how investors can look at this issue.
December 29, 2020
To bring 2020 to a close, we took a look at our five most popular interviews of the year and found the most important lesson we learned from each of them. We bring all those lessons together in our final episode of the year.
December 22, 2020
In this episode, we look at some of the biggest lessons investors can learn from Buffett.
December 17, 2020
We discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals.
December 17, 2020
In our last episode of 2020, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management about the year 2020, the course it set us on, and how investors can prepare for 2021.
December 16, 2020
Last week on Behind the Markets we spoke with Karthik Sankaran. Sankaran believes investors are under-allocated to foreign markets and that U.S. dominance goes in long cycles of relative performance.
December 15, 2020
In this episode we discuss this paper and the pros and cons of combining fundamental and price momentum.
December 10, 2020
Last week we had the opportunity to speak with Dan Russo, CMT, Chief Market Strategist at Chaikin Analytics about his economic outlook. It was an interesting look at the most important indicators some market technicians are watching around the world as we head into 2021.
December 10, 2020
David Sneyd is joined by Jo Raven from FAIRR Initiative to discuss the progress that is already underway to create a more sustainable system, including the rise of alternative, plant-based proteins in the food supply chain.
December 8, 2020
In this podcast we discuss the human decisions that go into quant models and how to develop a thoughtful framework to make them.
December 3, 2020
This podcast discusses how a new factor, the stay-at-home order, has changed historical risk profiles and what it may mean for a portfolio’s risk profile.
November 27, 2020
This podcast from Wells Fargo Asset Managemet discusses what fixed-income investors with lots of cash on hand can do to increase their return potential.
November 27, 2020
This Janus Henderson podcast discusses current plan menu designs and investment trends in defined contribution (DC) plans.
November 27, 2020
Western Asset’s Head of Product Management, Doug Hulsey, joins Franklin Templeton Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens.
November 18, 2020
Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications for the municipal bond market, against a backdrop of COVID-19.
November 13, 2020
Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.
