Investing Perspectives with Brighthouse Financial

Follow Investing Perspectives with Brighthouse Financial
Share on
Copy link to clipboard

How will today’s market impact client retirement portfolios? Gain new investing insights for your next client portfolio planning discussion. Investing Perspectives with Brighthouse Financial examines the key concerns and questions financial advisors (and their clients) have about the markets, includ…

Brighthouse Financial


    • Nov 12, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 19m AVG DURATION
    • 20 EPISODES


    Search for episodes from Investing Perspectives with Brighthouse Financial with a specific topic:

    Latest episodes from Investing Perspectives with Brighthouse Financial

    21: 2022 Outlook: Considerations for Your Investment Strategy

    Play Episode Listen Later Nov 12, 2021 12:57


    Economy and Markets Signal Weakness – Our Year-End Recap Investing Perspectives with Brighthouse Financial examines the key concerns and questions financial advisors (and their clients) have about the markets, including the impact of tax law changes, trade wars, rising rates, today's political environment, and more. From Brighthouse Financial, join Phil Melville, Chief Risk Officer, for unique, in-depth insight and perspective.

    20: 2021 Market Outlook: All Eyes on the U.S.

    Play Episode Listen Later Jan 25, 2021 14:13


    This edition of Investing Perspectives with Brighthouse Financial covers the 2021 market outlook and addresses key questions financial professionals (and their clients) might have during this time of continued uncertainty.  Consider Phil’s insights on the following market-related topics to enhance your client conversations: -          Valuations and future growth potential of U.S. equity and other investments -          Biden administration and anticipated policy changes -          COVID-19 vaccine distribution and economic implications

    19: Politics & the Pandemic: Election Implications for Investors

    Play Episode Listen Later Oct 19, 2020 34:49


    Brighthouse Financial brings you an election-themed edition of Investing Perspectives featuring Reagan Anderson, SVP of Government Relations at Capital Group and Matt Miller, Political Economist and Corporate Affairs Advisor at Capital Strategy Research.  Looking beyond the fast-moving political and pandemic headlines, Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, and his guests dig deep into the core considerations affecting investor sentiment in the 2020 election cycle:  -          State of the 2020 race -          Additional stimulus relief and economic outlook -          Payroll holiday impact  -          Tax plan implications of each Presidential candidate -          Key takeaways for investors

    18: Markets Await Election Results: The Outlook for Year-End

    Play Episode Listen Later Oct 15, 2020 16:19


    This edition of Investing Perspectives with Brighthouse Financial covers the Q4 2020 outlook on capital markets while addressing key questions financial professionals (and their clients) might have in this continued uncertain environment leading up to the U.S. presidential election. Look to Phil’s insights on the following market-related topics to enhance your client conversations:   -          Economic growth potential for the Fourth Quarter -          U.S. presidential election outlook and key considerations -          Navigating recent Fed Monetary Policy and the low interest rate environment

    17: Economic Recovery in the “New Normal”

    Play Episode Listen Later Jul 13, 2020 9:00


    On the back of the longest U.S. economic expansion in history, it took just over three weeks for the market to enter bear territory.  A few months later, we’ve bounced back to near record high levels. How will this impact my 2020 investment strategy? Listen as Phil Melville, Chief Risk Officer for Brighthouse Financial, provides his perspective.  This edition of Investing Perspectives with Brighthouse Financial covers the Q3 2020 outlook on capital markets while addressing key questions financial professionals (and their clients) might have in this volatile and uncertain time. Look to Phil’s insights on the following market-related topics to enhance your client conversations: -          The economic road to recovery  -          Near-term implications from U.S. government response -          Unemployment, additional stimulus, and inflation

    16: Navigating Today’s Market: A Look at the Unprecedented U.S. Response and the 2020 Outlook

    Play Episode Listen Later May 4, 2020 32:49


    Brighthouse Financial brings you this latest edition of Investing Perspectives featuring Mike Bazdarich, PhD, Economist at Western Asset Management. Having spent time at the Federal Reserve Bank of San Francisco and as an Economist at Western Asset Management since 2005, Mike has dedicated his career to researching economic policy and analyzing capital markets. In addition, he has written a whitepaper on the potential for negative interest rates (http://www.westernasset.com/us/en/research/whitepapers/negative-interest-rates-2020-01.cfm) and the global economic impact. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation. Join their discussion about 2020 investing opportunities amid unprecedented market volatility and events. Additional topics covered:    -       Fed policy and interest rate implications  -       U.S. stimulus plans and economic impact -       U.S. Presidential Election outlook

    15: Global Tensions Rise With U.S. Equity Highs

    Play Episode Listen Later Jan 23, 2020 14:05


    The S&P 500 returned over 25% in 2019, but the potential for slower growth and global events has caused some uncertainty.   How will this impact my 2020 investment strategy?  Listen as Phil Melville, Chief Market Strategist for Brighthouse Financial, provides his perspective.  This edition of Investing Perspectives with Brighthouse Financial covers the Q1 2020 outlook on capital markets while addressing the key questions financial advisors (and their clients) have for the new year.  Additional topics include: -          China trade deal update and impact -          Global political tensions and market reaction -          Evaluating the likelihood of a recession -          U.S. Presidential election implications 

    14: Dr. David Kelly from JP Morgan Discusses 2020 Asset Allocation Opportunities

    Play Episode Listen Later Dec 5, 2019 29:49


    What is the forecast for interest rates and where are there opportunities for advisors to help clients generate income?   Is there still room for growth in this uncertain market and what can we expect in 2020?  Listen to expert insights from JP Morgan’s Chief Global Strategist, Dr. David Kelly. Brighthouse Financial brings you this latest edition of Investing Perspectives with Dr. David Kelly, Chief Global Strategist for JP Morgan.  Dr. Kelly leads the team at JP Morgan responsible for delivering the Guide to the Markets and is widely recognized for his capital markets and broad economic analysis. He is featured regularly on CNBC and other financial services outlets. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation. Join their discussion about 2020 investing opportunities across domestic and international equity and fixed income, along with other asset classes. Additional topics covered include:   -  Market volatility and equity uncertainty -  Fed policy and interest rate implications -  Impacts of the Brexit deal and China trade war

    13: Market Swings and the Presidential Election: The Forecast for Year-End

    Play Episode Listen Later Oct 8, 2019 12:39


    Uncertainty in the markets continues amid geopolitical events and Fed policy debate.  What can we expect?  Listen as Phil Melville, Chief Market Strategist for Brighthouse Financial provides his perspective.  This edition of Investing Perspectives with Brighthouse Financial covers the fall forecast for capital markets while addressing the key questions financial advisors (and their clients) have about the remainder of the year. 

    12: Revisiting Asset Allocation in Today's Market - Part 2

    Play Episode Listen Later Jul 15, 2019 40:06


    How do advisors navigate today’s market for clients?  Where are growth and income opportunities for the remainder of 2019?  Listen to expert insights from leading investment managers including, Invesco, Western Asset Management, Schroders, and JP Morgan. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss mid-year investing opportunities across domestic and international equity and fixed income, along with other asset classes.  Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.

    11: Revisiting Asset Allocation in Today's Market - Part 1

    Play Episode Listen Later Jul 15, 2019 38:56


    How do advisors navigate today’s market for clients?  Where are growth and income opportunities for the remainder of 2019?  Listen to expert insights from leading investment managers including, Invesco, Western Asset Management, Schroders, and JP Morgan. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss mid-year investing opportunities across domestic and international equity and fixed income, along with other asset classes.  Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.

    10: Trade Wars & Rate Cuts: The Markets at Mid-Year

    Play Episode Listen Later Jul 12, 2019 11:07


    Volatility has returned amid trade negotiations and interest rate uncertainty.  What can we expect? Listen as Phil Melville, Chief Market Strategist, provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers capital markets at the midpoint of 2019 while addressing the key questions financial advisors (and their clients) have about the remainder of the year. Learn more (https://www.brighthousefinancialpro.com/pro/products/annuities/investing-perspectives/quarterly-market-q3-2019-weaker-markets/)

    9: Market Rally or Retreat?: The Forecast for Economic Growth

    Play Episode Listen Later Apr 11, 2019 10:00


    Capital markets rebounded in early ’19. Will it continue? Listen as Phil Melville, Chief Market Strategist at Brighthouse Financial provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers capital market moves for the beginning of 2019 while addressing the key questions financial advisors (and their clients) have about the future. Look to Phil’s insights on the following market-related topics to enhance your client conversations: - Q1 market rebound - Forecast for economic growth - Outlook for equities, interest rates, and inflation https://www.brighthousefinancialpro.com/pro/products/annuities/investing-perspectives/quarterly-market-q2-2019-economic-growth/

    8: The Missing Piece Part 4: How to Use It

    Play Episode Listen Later Mar 1, 2019 9:29


    Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the final of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 4 Kevin is joined by Robert Reboul, Regional Sales Vice President at Brighthouse Financial, to tie everything together for client discussions – how retirement has changed, the impact of historic investment conditions, and planning for the unexpected.   

    7: The Missing Piece Part 3: Old Strategies Won’t Cut It

    Play Episode Listen Later Mar 1, 2019 11:06


    Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the third of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 3 Kevin is joined by Mallory Padzer, Regional Sales Vice President at Brighthouse Financial, to discuss client concerns about how to safely draw down assets in retirement and how to cover unforeseen healthcare costs.  

    6: The Missing Piece Part 2: Historic Investment Conditions

    Play Episode Listen Later Mar 1, 2019 8:55


    Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the second of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 2 Kevin is joined by Kendra Pasciucco, Regional Sales Vice President at Brighthouse Financial, to explore the impact of the markets on investors’ mindsets. Explore new ways to approach their concerns about market volatility as part of a protected income strategy.  

    5: The Missing Piece Part 1: How Retirement Has Changed

    Play Episode Listen Later Mar 1, 2019 11:07


    Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the first of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 1 Kevin is joined by Matt Ferreri, Regional Sales Vice President at Brighthouse Financial, for a discussion about how retirement has changed. Capture new insights to enhance client conversations about the importance of future income.

    4: 2019 Investing Outlook: Rethinking Asset Allocation – Part 2

    Play Episode Listen Later Feb 5, 2019 33:52


    Join us for part 2 of our discussion on asset allocation opportunities for client portfolios. Listen to expert insights from leading investment managers, including MFS, Wellington, BlackRock, Invesco, and PIMCO. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss 2019 investing opportunities across equity, fixed income, international equity and other asset classes. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.  

    3: 2019 Investing Outlook: Rethinking Asset Allocation – Part 1

    Play Episode Listen Later Feb 5, 2019 24:10


    Gain new perspectives on asset allocation opportunities for client portfolios in the new year. Listen to expert insights from leading investment managers, including MFS, Wellington, BlackRock, Invesco, and PIMCO. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss 2019 investing opportunities across equity, fixed income, international equity and other asset classes. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.

    2: Volatility Ahead: Assessing the 2019 Capital Markets

    Play Episode Listen Later Jan 11, 2019 9:39


    This edition of Investing Perspectives with Brighthouse Financial looks ahead to 2019 while addressing the key questions financial advisors (and their clients) have about the markets. Join Phil Melville, VP, Chief Market Strategist/Head of Credit for some unique, in-depth insight and perspective.

    Claim Investing Perspectives with Brighthouse Financial

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel