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Validea

March 17, 2020

Some Thoughts on Market Panics

In this episode, we talk about some important lessons to keep in mind during market panics and some strategies investors can use to manage them.

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Validea

March 9, 2020

The Pros and Cons of Trend Following

To say that the track record of market timers in general is dismal would be an understatement. There are so many factors that impact market returns that getting them all right is next to impossible. And even if you do, figuring out what is and is not already priced in can be an equally fruitless exercise.

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BlackRock

March 6, 2020

The Real Deal with Emerging Markets

Emerging markets give many investors cold feet. On our latest podcast, EM equity pro Gordon Fraser discusses whether now may be time to warm up to the elusive asset class.

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Validea

March 3, 2020

The Dangers of Headline Investing

The recent market sell off related to the Coronavirus has many investors worried. And with good reason. When panics like this set in, we all tend to focus on worst case scenarios and want to take action in response.

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WisdomTree

February 27, 2020

What to Avoid in Emerging Markets

Last week we had the pleasure of speaking with Timothy Reynolds, Senior Portfolio Manager at Employees Retirement System (ERS) of Texas, on our “Behind the Markets” podcast.

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Validea

February 25, 2020

The Mechanics of Value Investing

In this episode, Jack and Justin, partners at Validea, talk about the mechanics of systematic value investing and the many decisions that go into constructing a value portfolio.

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Wells Fargo Asset Management

February 20, 2020

Climate Change: Auto Industry Report

Climate change is occurring now amid expectation its severity will increase over time. This discussion addresses a variety of climate change risks and specifically details their effects on the auto industry.

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WisdomTree

January 23, 2020

Blockchain Meets ETFs

Last week’s “Behind the Markets” podcast featured Dan Doney, CEO of Securrency, a blockchain-based financial infrastructure company, and Will Peck, Director of Corporate Strategy for WisdomTree.

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BMO Global Asset Management

January 23, 2020

Secrets of 2x Advisors

Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.

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Wells Fargo Asset Management

December 12, 2019

Preparing for a 21st Century Retirement – Part 1

The 2019 Wells Fargo Retirement Study highlights the challenges facing investors as the retirement landscape changes. Part one of our two-part podcast series digs into that, as well as the mismatch between savings and safety for today’s workers and retirees.

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WisdomTree

November 29, 2019

Is the Glamour and Growth Trade Finally Turning?

Last week’s “Behind the Markets” podcast featured a discussion with Nir Kaissar, founder of Unison Advisors. Unison provides portfolios to individuals and institutions that leverage academic work on the long-term performance of various investment factors. Kaissar was an early advocate for focusing on valuations to rotate between the various investment factors and asset classes.

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BMO Global Asset Management

November 14, 2019

Opening For Business: China A-Shares And A Diversified Portfolio

Over the last year, China’s equity markets gained greater global presence when China-A shares were listed on the MSCI and FTSE indices. Yet, the government has been slow to open more investment opportunities to foreigners. In this episode, we explore this rapidly evolving economy and how U.S. investors should view China in the context of their emerging markets exposure.

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Wells Fargo Asset Management

October 17, 2019

India in Person: Watching a Transformation Unfold

During a trip to India, visits to a shopping mall and the basement of a jewelry store provide unique perspectives on the Indian economy and consumer experience. This conversation features highlights from the publication, Market Traveler, created by Wells Fargo Asset Management.

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Wells Fargo Asset Management

October 10, 2019

Going Global

The global investment grade credit universe (GIGC) far exceeds local submarkets in size and scope and a GIGC strategy may unlock value through diversification and currency inefficiencies.

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BMO Global Asset Management

September 26, 2019

It’s Personal: The Growing Need For Financial Wellness Programs

78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs.

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Wells Fargo Asset Management

September 5, 2019

Munis and Motorcycles

A visit to the Harley-Davidson Museum ignited the idea of how munis may help insurers navigate new regulations and late-cycle investing. This conversation features highlights from an Investment Perspective created by Wells Fargo Asset Management [WFAM] called Of munis and motorcycles: How insurers can navigate new regulations and late-cycle investing.

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WisdomTree

July 18, 2019

Time to Reengage with Japan

I recently had the opportunity to interview Jesper Koll, a Senior Advisor to WisdomTree, on opportunities in Japan’s equity market for our “Behind the Markets” podcast. Koll believes Japan will be a source of surprise for both economic strength and corporate performance. Koll sees investors as underweight in Japan today as they were at the time of the Fukushima nuclear reactor disaster.

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WisdomTree

June 6, 2019

India: Stability amid Global Political Uncertainty

Ahead of the monthlong Indian elections, we held a “Behind the Markets” podcast preview with Gaurav Sinha, Associate Director of Modern AlphaTM and Asset Allocation at WisdomTree, and Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. Our discussion, which suggested Modi was going to stay in power with a 70% probability, was quite prescient.

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