October 19, 2021
In this episode, we take an in depth look at the growth potential of emerging markets with Kevin Carter, founder of the EMQQ ETF, which is a pretty mazing growth story itself, with over $1 billion in assets.
October 18, 2021
This podcast discusses the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.
October 14, 2021
This podcast discusses the issue of rising water risks in South Asia, its potential impact on different sectors of the region’s economy, and the framework they use to quantify these risks.
October 12, 2021
We speak to Harin de Silva, Portfolio Manager of the Analytic Investors team at Wells Fargo. We discuss his unique approach to multi-factor investing that focuses on both return and risk.
October 7, 2021
This episode features a discussion about the fixed-income markets and considerations investors may need to balance with their desire for income in a low-yield world.
September 24, 2021
In this episode Gregg Fisher of Quent Capital discusses his current strategy, which seeks to bring a factor-based approach to investing in innovation.
September 23, 2021
Harin de Silva, Portfolio Manager with our Analytic Investors team, discusses stay-at-home vs. return-to-work as quantitative factors, how they’ve affected equity markets, and their potential impacts going forward.
September 16, 2021
This podcast features a discussion around why real estate continues to remain an attractive area of investment, despite higher prices and the pandemic.
September 14, 2021
In this episode, we look at the different ways to define quality, the arguments for why it works, and how it can be incorporated into an investment strategy.
September 9, 2021
This podcast examines some current and key market and labor statistics and see if we can decipher what we might expect for the remainder of 2021.
August 26, 2021
In today’s edition of On the Trading Desk®, Tom Lyons, Head of Climate Investment Research, and Robert Montague, Senior Analyst for Global Credit Research, share some of their findings regarding climate change’s impact on global banks.
August 24, 2021
This podcast discusses the challenges of growth investing, the best ways to measure growth, and how to identify it in its early stages.
August 20, 2021
Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention. They believe newfound stability and unity of the region, its pioneering use of regulation and environmental initiatives and accelerating vaccine rollout provide Europe scores of return potential.
August 19, 2021
This podcast features a discussion around themes impacting municipal fixed income markets, including travel and the COVID-19 delta variant.
August 17, 2021
In this episode we discuss the downside of conviction and what investors can do to make sure it doesn’t derail their investment plan.
August 12, 2021
This episode focuses on unpacking data insights in an effort to understand what it’s informing from a macroeconomic, fixed income, and equity markets perspective.
August 12, 2021
August 10, 2021
In this episode, we cover sector investing in depth with Matt Bartolini, the Head of SPDR Americas Research at State Street.
July 29, 2021
With the opening ceremonies of the Summer Olympics Games slated to begin in Tokyo on Friday, July 23, this conversation will take a deeper look at the economic impact of hosting the Olympics.
July 29, 2021
In this episode, Jeremy talks to Savita Subramanian, Managing Director, Head of Environmental, Social & Governance (ESG) Research and U.S. Equity & Quantitative Strategy at BofA Global Research.
July 16, 2021
Cryptocurrency is at the center of today’s discussion and how these digital assets are changing the fabric of investing. To discuss these implications is Brian Jacobsen, Senior Investment Strategist with our Multi-Asset Solutions Team.
July 13, 2021
In this episode, we look at the rebalancing premium and how properly rebalancing a portfolio can outperform the returns of the assets within it.
July 8, 2021
We’re talking about this because investors are fixated on finding products that offer the lowest operating costs when deciding to invest in mutual funds or exchange-traded funds.
June 29, 2021
This podcast discusses the implications of government stimulus, how to identify bubbles in advance and the future of value investing, among many other topics.
June 22, 2021
In this episode, we look at some quantitative strategies that can offer alternatives to the 60-40 portfolio and discuss their pros and cons.
June 10, 2021
This podcast features a conversation around why large cap value is really appealing in this environment and how our Special Global Equity Team is approaching investing in the space.
June 10, 2021
This podcast discussed oil, and the focus was on Erik’s bullish view on the commodity stemming from structural supply issues in the U.S. amid an improving demand outlook.
June 8, 2021
This week, we look at one of the quantitative strategies we follow that attempts to separate the winners from the losers within the value investing space.
June 3, 2021
In this episode, Jeremy talks to Corey Hoffstein, Co-Founder and Chief Investment Officer at Newfound Research.
May 27, 2021
This special edition of On the Trading Desk® features a discussion between Danny Sarnowski, Portfolio Specialist for the Global Fixed Income Platform, and Noah Wise, Senior Portfolio Manager on the Multi Sector Fixed Income – Plus and High Yield Team, about low yields, rising rates, inflation concerns, and more.
