Podcasts

Hear from industry experts on timely investment topics, global trends and market analysis to help you make more informed portfolio decisions.

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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
November 22, 2023 Sean Kaukas - Kevin McCullough
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
November 17, 2023 Jack Janasiewicz
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Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
November 13, 2023 Mark J. Cintolo - Kevin McCullough
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Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
October 18, 2023 Mark J. Cintolo - Kevin McCullough
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
October 13, 2023 Jack Janasiewicz
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
September 15, 2023 Jack Janasiewicz
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
August 18, 2023 Jack Janasiewicz
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Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
July 25, 2023 Mark J. Cintolo
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Market Catalysts: Made in the USA

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

July 17, 2023 Jack Janasiewicz
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Bear Market Still in Hibernation

Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.

June 15, 2023 Jack Janasiewicz
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Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
May 23, 2023 Mark J. Cintolo
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Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
May 11, 2023 Jack Janasiewicz
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Traditional Diversification Is Working Again

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
April 27, 2023 Mark J. Cintolo
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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
March 23, 2023 Garrett Melson
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
February 6, 2023 Mark J. Cintolo
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Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
January 10, 2023 James Kelly - Kevin McCullough
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