Podcasts about columbia threadneedle

Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success.Columbia Threadneedle's tech investment approach stands apart through its disciplined focus on three complementary buckets: moat-type businesses with sustainable competitive advantages, secular growth themes identified early, and value opportunities where market prices underestimate business quality. This balanced strategy has consistently generated top-tier returns, with their technology portfolio ranking in Morningstar's top third for 8 of the past 12 years.What truly distinguishes their approach is patience. With just 7% annual turnover, they allow investments in companies like Microsoft, Apple, Amazon, and NVIDIA to compound over many years. This long-term perspective proves especially valuable when navigating tech's inherent volatility. As portfolio manager Rahul explains, even AI—their largest investment theme since 2016—has experienced two 20% pullbacks in the last 18 months alone.Recent earnings revealed tech's continued strength, with mega-cap tech growing earnings 28% versus just 9% for the remainder S&P 493. Cloud infrastructure spending is projected to reach $390 billion this year, nearly nine times higher than a decade ago. While tariffs pose the most significant current risk, particularly for semiconductors, the team's diversified approach and deep research capabilities help manage these challenges.With technology now representing 31% of the S&P 500 and nearly half the Russell 1000 Growth Index, investors increasingly recognize the value of specialist management in this complex sector. Columbia Threadneedle's recently launched Select Technology ETF (SEMI) offers another vehicle to access their expertise alongside their established funds.Ready to enhance your portfolio with professional technology exposure? Visit Columbia Threadneedle's website to explore their SEMI ETF and discover how their research-driven approach can help navigate technology's opportunities and challenges.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Más consecuencias y análisis del apagón con Lorenzo Amor, presidente de ATA y vicepresidente de la CEOE; Natalia Luna, analista senior de Columbia Threadneedle.

Más consecuencias y análisis del apagón con Lorenzo Amor, presidente de ATA y vicepresidente de la CEOE; Natalia Luna, analista senior de Columbia Threadneedle.

Más consecuencias y análisis del apagón con Lorenzo Amor, presidente de ATA y vicepresidente de la CEOE; Natalia Luna, analista senior de Columbia Threadneedle.

Watch on YouTube In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00  Outlook for UK mid/smallcaps 03:45 Chemring 07:25 Avingtrans 10:30 Inspecs 12:50 Oxford Instruments 16:20 Paypoint 19:10 Trainline 21:55 Auction Technologies 25:05 Tekmar 27:15 Crest Nicholson 32:10 Eleco 34:55 Activeops 38:25 Yougov 41:05 Microlise 45:05 Oxford Biomedica 51:00 Everplay 54:20 Bridgepoint 60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)

La analista sénior de Columbia Threadneedle, Natalia Luna, explica cómo el auge de la IA y la electrificación de la economía están impulsando una nueva era de inversiones energéticas.

Las claves de la reunión de Londres sobre energía con Natalia Luna, analista senior de Columbia Threadneedle. Análisis de las negociaciones entre Indra y Escribano para una fusión en la Tertulia Capital con César Arranz, presidente de la Asociación de Ejecutivos y Financieros, Dolores González Pastor, Directiva de Asuntos Públicos corporativos, y Carmen Morales, profesora de liderazgo del IE

La analista sénior de Columbia Threadneedle, Natalia Luna, explica cómo el auge de la IA y la electrificación de la economía están impulsando una nueva era de inversiones energéticas.

Las claves de la reunión de Londres sobre energía con Natalia Luna, analista senior de Columbia Threadneedle. Análisis de las negociaciones entre Indra y Escribano para una fusión en la Tertulia Capital con César Arranz, presidente de la Asociación de Ejecutivos y Financieros, Dolores González Pastor, Directiva de Asuntos Públicos corporativos, y Carmen Morales, profesora de liderazgo del IE

La analista sénior de Columbia Threadneedle, Natalia Luna, explica cómo el auge de la IA y la electrificación de la economía están impulsando una nueva era de inversiones energéticas.

Las claves de la reunión de Londres sobre energía con Natalia Luna, analista senior de Columbia Threadneedle. Análisis de las negociaciones entre Indra y Escribano para una fusión en la Tertulia Capital con César Arranz, presidente de la Asociación de Ejecutivos y Financieros, Dolores González Pastor, Directiva de Asuntos Públicos corporativos, y Carmen Morales, profesora de liderazgo del IE

Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss the road ahead for monetary policy, the economy and the broader markets, against the backdrop of US trade policy uncertainty. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Ed Al-Hussainy, Global Interest Rate Strategist, Columbia Threadneedle Investments. Host: Daniel Cassidy

Hacer de la necesidad virtud parece que se ha convertido en un mantra para Constellation Energy. La compañía de energía estadounidense con sede en Baltimore, Maryland ha sido una de las que más se ha aprovechado de las exigencias energéticas de los Data Centers. Según Natalia Luna Bujanda, analista senior de Columbia Threadneedle, estos centros de procesamiento de datos consumirán el 18% de la electricidad al final de esta década. Y esto no es sino una oportunidad de oro para que Constellation continúe un crecimiento que ya el año pasado fue espectacular. Las acciones de la empresa subieron un 170 % en 2024. Para Forbes y teniendo en cuenta el panorama tan favorable que se va a encontrar con los Data Centers y gracias a las asociaciones que tiene, como por ejemplo con Microsoft, la compañía es uno de los valores marcados para ser la nueva “Nvidia”. Y es que para el medio económico especializado las asociaciones con las grandes tecnológicas provocarán que siga este crecimiento. Además, el uso de la Inteligencia Artificial y el gran requerimiento de energía por parte de esta, hacen que muchas compañías como Google o Microsoft hayan reabierto centrales nucleares. Y aquí entra Constellation. La empresa explota la mayor flota de centrales nucleares de Estados Unidos. Tiene 21 reactores. El 2025 además empieza de forma inmejorable para la compañía. Ya el 10 de enero, las acciones de la compañía subieron un 25%, llegando a máximos de 310 dólares. La razón: La adquisición de la empresa de capital privado Calvine Corporation. Constellation se hizo con esta empresa por 16.000 millones de dólares. La operación se hizo a través de dinero en efectivo y acciones. Además, la compañía se hizo cargo de la deuda Calvine. El montante total ascendió a más de 26.000 millones de dólares. Baltimore Gas and Electric creó el Holding Constellation en 1999. Su primera operación de gran calado fue en 2005, cuando comercializó el reactor presurizado europeo en los Estados Unidos. Warren Buffet puso los ojos en Constellation en 2008. A través de la empresa subsidiaria Berkshire Hathaway, MidAmerican Energy, quiso adquirir 4700 millones en acciones de la compañía, aprovechando el mal momento que atravesaba. Al final, vendió 4.500 millones de dólares a la compañía eléctrica francesa Electricité de France y se deshizo de su negocio internacional y lo vendió a Goldman Sachs y aguantó su negocio nacional. Algo sabía el Oráculo de Omaha, ya que 17 años después, Constellation es una de las empresas del momento.

A wide-ranging fixed income discussion on yields, along with where pockets of vulnerability and opportunity exist within fixed income as we enter 2025. Leslie and Gene also spend time sharing their overall outlooks, along with views when it comes to monetary policy, and positioning across the asset class. Featured is Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Unlock the secrets of strategic investing with Phil Wool from Reliant Global Advisors as he shares how machine learning is revolutionizing portfolio management by focusing on individual company analysis over macroeconomic speculation. Gain insights into the current dynamics of US equities as they navigate through expectations of a soft landing and the Federal Reserve's cautious stance. Explore the complexities of how policy volatility and tariff changes can shape market sentiment and investment opportunities.Discover why emerging markets remain sensitive to US Federal Reserve policies and how a mix of policy uncertainty and insufficient Chinese stimulus is impacting global economic outlooks. Phil discusses the potential overstatements in market valuations due to US tariffs and our active management strategies that have consistently outperformed benchmarks, thanks to a multi-factor approach. Learn how active management, particularly within our US funds, is crucial for navigating market volatility and capitalizing on valuation, quality, and governance insights.Delve into the promising tech sector opportunities in emerging markets, with a focus on tech-heavy regions like Korea and Taiwan. As we highlight the growth dynamics in China's market and the challenges faced by other emerging regions, Phil explains the role of active stock picking and quantitative scoring in identifying underappreciated growth prospects. From our Japan ETF collaboration to the transformative impact of AI, this episode is packed with strategies for harnessing emerging market potential and optimizing your global equity portfolio.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the partToday's sponsor is CBDX, home of premium, legal THC gummies. Perfect for relaxation, creativity, or unwinding after a long day, these delicious gummies deliver the quality you can trust. With fast discreet shipping and great flavors, CBDX makes enjoying THC easy and hassle-free.Visit CBDX.com and use code LEADLAG to save on your first order! Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollment strategy, offering an insider's view of their impressive suite of 16 ETFs, and shares candid insights into the strategic decision to close their inaugural fund named FAIL. Witness how market dynamics and investor demand play crucial roles in fund viability and decision-making processes.Prepare to expand your understanding of tax-efficient investment strategies as we unravel the complexities of the 351 exchange. This intriguing strategy offers significant tax deferral benefits, especially for those with highly appreciated positions or engaged in direct indexing. Essential for diversifying portfolios, the 351 exchange allows investors to sidestep frozen positions while adhering to specific diversification criteria. Join us as we discuss the increasing popularity of this strategy, the educational push to inform investors, and the anticipated excitement surrounding the first fund launch with an expected participation range of $30 to $50 million.Explore global endowment-style investing with Fund Two, designed to shift focus from US-centric portfolios to a diversified global strategy. We highlight the benefits of lower volatility and potential collaborations with Registered Investment Advisors (RIAs) for tailored approaches. Gain insights into upcoming fund launches and market trends as we consider the implications of high CAPE ratios, unusual fixed income yield spreads, and the promising opportunities within emerging markets. Learn why global equities might hold the key to a balanced and lucrative investment future as we navigate these shifting market currents.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the partToday's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.Visit ringtree.io and use code LEADLAG to save Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Unlock the secrets of successful municipal bond investing with insights from industry experts. Join us as we promise to transform your understanding of the municipal bond market, featuring critical insights from Jay McAndrew, Columbia Threadneedle's ETF maestro, and Nicole Vance, a dedicated client portfolio manager. We tackle the financial intricacies of Chicago, challenging conventional ratings and exploring the impact of fiscal and monetary shifts post-election. Nicole shares her personal journey into the world of fixed income and municipal bonds, providing a passionate perspective on the opportunities and challenges within this sector.Our conversation extends to the strategic intricacies of municipal bond investments, emphasizing the significant role of credit research and the seasoned approach needed in navigating this market. Explore the allure of tax-exempt investments amid political changes and tax reforms, and discover the potential sectors ripe for investment, such as utilities and charter schools. With a focus on evolving strategies, we highlight the market's shift towards mutual funds and ETFs, offering insights into high yield municipal funds and the unique prospects of the municipal market curve. Jay McAndrew further enlightens us on the benefits of the intermediate ETF approach, ensuring you're well-equipped to harness the full potential of municipal bond investing.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

On this month's bonus podcast focusing on investment trusts, the AJ Bell Money & Markets team dig into star performers, US trusts and global small caps. Dan Coatsworth talks to Julian Bishop, co-manager of Brunner Investment Trust which is celebrating one of its best years in a long time. Julian explains how the trust has done well, his thoughts on the Magnificent Seven, why he's sold out of weight-loss drug provider Novo-Nordisk, and what could happen in 2025. [01:16] Steve Frazer and Tom Sieber take a deep dive into Manchester & London, one of this year's best performing trusts. While returns have been strong in 2024, the trust has attracted its fair share of critics over the years, so Steve and Tom take a balanced look at the company. [22:34] Following the US election, Martin Gamble and Ian Conway talk about the differences between the range of US-focused investment trusts that trade on the UK stock market and what they're trying to achieve. [35:22] We've also got a chat with Columbia Threadneedle fund manager Nish Patel about The Global Smaller Companies Trust. [47:16]

Unlock the secrets of Columbia Threadneedle's groundbreaking investment strategies with insights from our special guest, Jay McAndrew. Discover how this asset management leader is reshaping the industry by seamlessly blending active insights into passive ETF models, all while focusing on a select group of 350 top-rated stocks. Jay draws from his wealth of experience to shed light on the firm's unique approach to replicating the Russell 1000 and how innovation in research-driven processes is setting the stage for future success.Our conversation dives deep into Columbia Threadneedle's cutting-edge research-enhanced ETF strategies. Learn how their centralized research platform empowers active managers to outperform the market by excluding underperforming stocks and focusing only on top-rated assets. We also discuss the brand's ambitious plans for 2025, from customizing exposure to volatile markets like China to harnessing the potential of emerging market consumption and democracy. Special attention is given to the Research Enhanced Core Solution, a portfolio strategy that optimizes performance by removing the 'losers' and focusing solely on strong picks.Explore the complex dynamics of the China-India demographic shift and how Columbia Threadneedle's innovative approaches provide strategic advantages. From the successful launch of the Indian Consumer ETF, which boasts impressive annualized returns, to the EQIN dividend income franchise that thrives during rate-cutting cycles, the episode unveils the strategic foresight that keeps Columbia Threadneedle ahead in the asset management game. Join us as we unravel these sophisticated strategies and their implications for investors navigating today's complex market landscape.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Tertulia de mercados. La Reserva Federal se reúne esta semana para bajar los tipos de interés por primera vez desde que la autoridad monetaria comenzó el mayor proceso de endurecimiento de la política monetaria en marzo de 2022. La duda del mercado es si el recorte será de 25 punto básicos, como ya hiciera el BCE la semana pasada, o si optará por una bajada más agresiva de 50 puntos básicos. La Fed compartirá protagonismo con otros bancos centrales como el de Inglaterra, el de Japón o el de China, y con otras referencias como las cifras de IPC en la eurozona y el Reino Unido, o la encuesta ZEW en Alemania. A la espera de estas referencias el Ibex 35 comienza la semana desde los 11.540 puntos, máximos de julio de 2015 tras ganar un 3,28% en la semana pasada. En la tertulia de mercados de Capital Intereconomía Gabriel Simón, director de Ventas Iberia de Columbia Threadneedle; Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam, Ricardo Comín, director Comercial en Vontobel para Iberia; y Álvaro Antón, Country Head para Iberia de Abrdn analizan el momento que atraviesan los mercados y las principales claves de la semana.

In this fabulous insight into all things  investing, accomplished UK small/midcap fund manager James Thorne of Columbia Threadneedle takes me through 13 stock ideas, including: 00:00 His approach to investing 05:55 Auction Tech 12:00 Yougov 16:15 ActiveOps 19:45 Equals 23:50 Argentex 26:10 Kitwave 31:45 1Spatial 37:15 FD Technologies 42:40 Future 47:25 Eleco 51:20 Spectris 58:30 Crest Nicholson & Vistry 64:50 Trifast 67:50 Avingtrans 71:45 Tekmar 75:40 Marshalls #ATG #YOU #AOM #EQLS #AGFX #KITW #SPA #FDP #FUTR #SXS #CRST #VTY #TRI #AVG #TGP #MRSH

This week as part of the Allocator's Edge mini-series of the Value Perspective, we have a masterclass in fund selection with two of the UK's top fund selectors, Kelly Prior and Scott Spencer. With decades of experience, Kelly and Scott bring a wealth of knowledge from their roles at Columbia Threadneedle, BMO Global Asset Management and Credit Suisse. Together they offer over 45 years' of expertise in fund research and portfolio management. In this episode, we: dive into the ABCs of fund selection; assessing new strategies; building a portfolio; the cardinal sins of fund selection; and finally, differentiating between confidence and arrogance in a fund manager. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Por el momento del ciclo de tipos, es hora de fijarse en las small caps, sin olvidar tampoco las grandes tecnológicas. Hablamos de ello con Rubén García Paez, de Columbia Threadneedle Investments.

"Europa está al borde de entrar en una recesión técnica: así se lo toma el mercado"La fotografía de mercado actual padece de una cierta tranquilidad. Para Ismael García, jefe de inversiones y selección de fondos de Mapfre GP, nos encontramos ante "una foto que a principios de año habríamos deseado, ahora toca el momento de la verdad, por el lado de los bancos centrales y el tema de la inflación, donde se va a debatir todo, a ver si converge hacia el 2%". A este respecto, Luis, situación de demasiada complacencia. En la misma línea, Luis Buceta, director de Inversiones de Creand Wealth Management en España. observa el escenario como "bastante adecuado y positivo para los activos de riesgo, además la renta variable no está del todo cara".Por otro lado, parece que Europa bajará tipos antes que Estados Unidos, Carlos Moreno, Director de Ventas Iberia de Columbia Threadneedle, advierte que "si la inflación pegajosa se queda habrá que subir tipos en EEUU". Para los tres, la bajada de tipos en Europa es casi segura, pero ante EEUU no se muestran convencidos del todo, Luis observa que "ahora el Banco Central Europeo de repente va a tomar el liderazgo y tocar política monetaria antes que EEUU, si es que EEUU puede hacerlo".Para Ismael García, la clave es el tema de los tipos de interés reales y el debate está entre el mercado y los macroeconomistas. Desde el mercado auguran que "una bajada de tipos muy pronunciada sería malo para la inflación ya que la depreciación de la divisa haría que importáramos mucha inflación", mientras los macroeconomistas ven que "el 90% de importaciones de la zona Euro se produce entre países y solo el 50% se hace en dólares por lo que no sería para tanto esa inflación".Respecto a la renta variable, comparten la opinión de que en EEUU es más seguro invertir a medio y largo plazo, debido al desarrollo de la tecnología y la inteligencia artificial creciente. Luis Buceta observa que "los precios que se pagan por las compañía americanas son demasiado exigentes", y que "Europa está al borde de entrar en una recesión técnica, aunque están mejorado los resultados empresariales de las compañías europeas".Ç#eeuu #bce #inflacion #tiposdeinteres #mercados #fed #inversiones #macroeconomía #recesion #fondosdeinversión #unioneuropea #europa #políticamonetaria #negocios #negociostv Si quieres entrar en la Academia de Negocios TV, este es el enlace:   https://www.youtube.com/channel/UCwd8Byi93KbnsYmCcKLExvQ/join Síguenos en directo ➡️ https://bit.ly/2Ts9V3pSuscríbete a nuestro canal: https://bit.ly/3jsMzp2Suscríbete a nuestro segundo canal, másnegocios: https://n9.cl/4dca4Visita Negocios TV https://bit.ly/2Ts9V3pMás vídeos de Negocios TV: https://youtube.com/@NegociosTVSíguenos en Telegram: https://t.me/negociostvSíguenos en Instagram: https://bit.ly/3oytWndTwitter: https://bit.ly/3jz6LptFacebook: https://bit.ly/3e3kIuy

This week on The Primary View, Columbia Threadneedle's Stanton Ray, head of the US loan platform and senior portfolio manager, and Mary Shaifer, head of CLO business development, join Reorg's Hugh Minch to discuss the trends impacting private credit and leveraged loans, as well as similarities and differences between the two asset classes amid rapid spread compression. And, as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what's on tap for this week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record

With a strong Q1 behind us, Melda and David outline their thoughts on current valuations, along with a performance outlook for US equities. We also cover notable headwinds to performance and discuss positioning preferences within the US and around the globe. Featured are Melda Mergen, Global Chief Investment Officer for Equities, Columbia Threadneedle Investments, and David Lefkowitz, Head of Equities Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Brandon Sapienza, Bloomberg Deputy Team Leader for US and International Breaking News, discusses breaking news of the NY area being hit by the biggest quake in 140 years. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the March jobs report and employment trends. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, joins to discuss the March jobs report, and hiring in the US. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanie Bily, Chief Workforce Analyst at Employbridge, joins the program to discuss the U.S February jobs report. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses the latest on the markets, Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Virginie Duperat, CFO of Arcadis, discusses new projects at Arcadis, and opportunities for 2024. Sunny Bonnell, Co-Founder & CEO at Motto, discusses navigating the future in face of rapid AI advancements, and how visionary leadership serves as a catalyst for competitive advantage.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

A timely conversation with insights into the current environment for fixed income investing, the road ahead for monetary policy, and considerations when it comes to allocation within the asset class. Featured are Gene Tannuzzo, Global Head of Fixed Income, Columbia Threadneedle Investments and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The rise of insourced chief investment officers (ICIOs) poses a direct challenge to old-guard legacy providers. Equipped with contemporary insights, data-driven decision-making, and quantitative investment management solutions, ICIOs are transforming investment strategies and setting new heights in the area of financial growth and security. In this episode, Rusty and Robyn talk with Chris Shuba, Founder and CEO of Helios Quantitative Research. After spending time at Ameriprise Financial and as a senior quant analyst at Columbia Threadneedle, Chris focused on developing mathematical models that could help financial advisors mitigate the market's volatility. These models were met with interest by a broad range of clients, and within the year, financial advisors nationwide were accessing his algorithms.  Believing that the majority of existing services available to financial advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry, Chris talks to Rusty and Robyn about how he created his own service category, the insourced chief investment officer, and how this service can help financial advisors grow their firm.  Key Takeaways [02:55] - A brief history of Chris' career. [04:46] - What led to the creation of Helios? [07:39] - What sets Helios apart from other asset management firms? [09:26] - The difference between an ICIO and an OCIO. [12:18] - How having an ICIO can help advisors grow their firm. [14:54] - Why advisors are attracted to model portfolios. [18:13] - Customized vs. personalized model portfolios. [21:42] - How Helios boosts customization. [25:08] - How Helios handles large amounts of data. [26:51] - Chris' outlook on interest rates. [29:13] - Chris' thoughts on the impact of AI in the financial industry. [32:11] - Chris's favorite investment idea. [33:22] - How Chris maintains his energy to perform at a high level. [34:19] - The people Chris is grateful for professionally. [36:13] - Chris' recommendations for content. [38:05] - Tips for fantasy football drafts. Quotes [16:16] - "Models will always have a flaw. If they're designed well, a model will always have an Achilles heel because it's going to have its sweet spot. But to have that, you have to have that part where it's designed to fail. And the beautiful part about a model is essentially what you're doing is picking what type of failure you're okay with." ~ Chris Shuba [22:00] - "A well-built, mathematically diverse portfolio can do very well in some of the most extreme environments." ~ Chris Shuba [26:03] - "There is a very definitive line between academia and the real world. And one of the big differences about Helios is that we do everything we can to live in the real world. That is where the rubber meets the road conversation between the advisor and their client and what they see on TV." ~ Chris Shuba Links  Chris Shuba on LinkedIn Chris Shuba on Twitter Helios Quantitative Research Seven Nation Army Ameriprise Financial Columbia Threadneedle Investments Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2439-OPS-9/1/2023

In the third episode in our Meet the Managers series, Scott Spencer, a partner within the Columbia Threadneedle Multi Manager Team interviews Vera German, one of the fund managers in the Value Team at Schroders. Scott has over twenty years of experience in researching funds. Before joining Columbia Threadneedle, he did turns at Aberdeen and Credit Suisse. Scott manages the deal activity of the funds in addition to his broader fund selection role. He leads the sector research teams for the US, Asia and Emerging Markets and is also a member of the Specialist Investment Team. Vera joined Schroders in 2018 from Baillie Gifford. That is where the interview starts as Baillie Gifford is one of the best known Growth shops in the UK, and for Vera to join the Value Team is exemplary of what is sometimes quoted as Warren Buffett's line, that you're not made into a Value investor, you're born a Value investor. Scott and Vera discuss: Vera's journey to becoming a Value investor; how literature and legendary Value investors have influenced her and shaped her investment style; international value investing and a focus on emerging markets; and how she thinks of macro in the context of Value investing. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Los mercados cotizan a la baja después de que la Fed anticipara más aumentos de tipos de interés tras su pausa en su reunión de junio. Decisiones de política monetaria que están provocando movimientos tanto en renta variable como en renta fija de las principales gestoras del mundo. “Las gestoras han aumentado la exposición a bolsa”, afirma Juan Manuel Vicente, consejero de Fondos Directo y asesor de Smart Bolsa, si bien advierte que el cambio es modesto. Durante el Consultorio de Fondos, el experto ha recomendado algunas de las mejores estrategias para obtener rentabilidades en este entorno de incertidumbre. Fondos de renta variable que repliquen el MSCI World Index de las gestoras más prestigiosas(Capital Group, Fidelity, Columbia Threadneedle, MFS) con algunas boutiques españolas(Valentum, Lonvia) con sesgo hacia small caps.

Mar Barrero, Directora de Análisis de Arquia Banca Privada, ha hablado en el Consultorio de Fondos de inversión de Capital Intereconomía sobre la renta fija en estos momentos de alta inflación, en donde asegura que “la moderación de la inflación puede dar un empujón a la renta fija”. En relación con la renta fija, Mar cree que “el acuerdo sobre el techo de duda puede darle cierta tranquilidad a los mercados, sobre todo a los de renta fija”. Sobre la situación de los mercados, Mar afirma que “estamos en un momento de consolidación tras las subidas de las últimas semanas en la Bolsa americana”. Sin embargo, cree que en estos momentos y debido al peso que tienen los datos macro que anticipan una reducción del crecimiento, estamos viviendo un momento de volatilidad. Ante la duda de si, ¿Es un buen momento para invertir en China? Mar da su opinión sobre este tipo de mercados y sobre si es un buen momento para tomar posiciones en él. En cuanto a las comisiones de las entidades bancarias, Mar Barrero, explica que comisiones cobran normalmente los bancos y si traspasar un fondo de una entidad a otra nos puede suponer un costo extra. Además, ha analizado los siguientes fondos de inversión: DWS Invest Artificial Intelligence, Franklin Templeton Technology Fund, Robeco Financial Institutions Bonds, Morgan Stanley Euro Corporate Bond, Blue Box Global Technology, Columbia Threadneedle Global Technology, Fidelity Global Technology Fund, BlackRock World Technology Fund, Groupama Fund World R Evolutions, Fundsmith Equity Fund y BBVA Multiestrategia. Y las siguientes gestoras: Allianz, Franklin Templeton, Blue Box, Columbia Threadneedle, Fidelity y Black Rock.

Many investors view real estate as an attractive long-term investment opportunity that plays an important role in portfolio diversification. With that in mind, Columbia Threadneedle Investments recently announced the expansion of its exchange-traded fund offerings with the launch of the Columbia Research Enhanced Real Estate ETF (Ticker: CRED). The fund offers investors and allocators an accessible, research-driven way to gain exposure to the real estate asset class. REITS have a history of low correlations and attractive long-term returns and have a strong historical performance record in high inflation. According to a recent Columbia Threadneedle survey, 93% of financial advisors plan to maintain or increase their real estate allocations over the next 12 to 24 months. - Here are some links for more information on Columbia Threadneedle and its ETF product line: Columbia Threadneedle's Exchange Traded Funds CRED - Columbia Research Enhanced Real Estate ETF A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

Alberto Loza, responsable de Selección de Producto de Norwealth Capital, ha hablado en el Consultorio de Fondos de Capital Intereconomía sobre los fondos mixtos, ¿Debemos tener fondos mixtos en cartera?, ¿En qué nos debemos fijar a la hora de elegir un fondo mixto? También nos ha dado las claves para poder seleccionar un buen fondo de renta fija. Además, Alberto Loza nos recomienda gestoras y fondos que inviertan en tecnología o en lujo debido al buen rendimiento de estos sectores. Sobre la inteligencia artificial también ha dado su opinión Alberto y nos ha recomendado diversos fondos que invierten en este sector. Por último, Alberto Loza ha hablado sobre el mercado Asiático ¿Cómo lo está haciendo India este año? ¿Es una buena opción estar en un fondo indio? Y, por último, si solo pudiésemos tener un fondo en China, ¿Cuál debemos elegir? Además, ha analizado los siguientes fondos de inversión: DWS Invest Artificial, Pictet Robótica, Templeton Euroland Fund, Fund Smith Equity Fund, M&G Optimal Income, GAM Luxury Brands, Troy Trojan y, por último, Allianz China A. Y las siguientes gestoras: BlackRock, Fidelity, Columbia Threadneedle, Bluebox, GAM, Liontrust, UTI y White Oak.

Recent survey data from Columbia Threadneedle Investments shows that 93% of financial advisors plan to maintain or increase their real estate allocations over the next 12 to 24 months, confirming that the “timing is right” for the launch of the Columbia Research Enhanced Real Estate ETF (NYSE Arca: CRED), says Marc Zeitoun, head of strategic beta at the global asset manager.Columbia Threadneedle launched CRED on April 26. The ETF tracks a custom, proprietary index which typically tracks 70-90 REITs weighted across eight sectors. It is designed to outperform the FTSE Nareit All Equity REITs Index through research-driven security selection and modified market cap weighting that emphasizes income and geographic opportunity.Speaking on the REIT Report, Zeitoun noted that the firm's survey data also showed that 82% of financial advisors favored the REIT structure as a way to express their preferences in real estate. “So, we think that timing is right, and we know for sure that the packaging is right relative to the way that advisors and allocators build their client portfolios.”

Simon Bond is Executive Director of Responsible Investment Portfolio Management and until recently, was the portfolio manager of the Threadneedle UK Social Bond Fund and the Threadneedle (Lux) European Social Fund at Columbia Threadneedle Investments, the asset management arm of Ameriprise Financial, which has total assets under management of $593 billion (as of 30 June 2021). With over three and a half decades of experience in the fund management industry, Simon is a recognized specialist in corporate credit.In this episode, we discuss Simon's early career, starting as a desk assistant in the investment management department of Hambros Bank under Peter Hill-Wood, and how his enthusiasm and tendency to ask lots of questions led him to work in bonds.  We hear how Simon discovered what he calls the soft side of finance, where investing could produce benefits for society. We learn how he conceived and launched the Threadneedle UK Social Bond Fund and the Threadneedle (Lux) European Social Fund, both of which invest in diversified portfolios of fixed income securities, with social impact criteria. Simon explains how his approach to portfolio management includes positive inclusion, evidence-based decision making, and engagement with management. We also talk about how he integrates social impact into everything he does (including his support of premiership football club Tottenham Hotspur!)Simon is a Fellow of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate and the General Registered Representatives Certificate.Show notes: https://sri360.com/podcast/simon-bondAbout the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. Connect with SRI 360°: Sign up for the free weekly email update: https://sri360.com/newsletter/ Visit the SRI 360° PODCAST: https://sri360.com/podcast/ Visit the SRI 360° WEBSITE: https://sri360.com/ Follow SRI 360° on TWITTER: https://twitter.com/SRI360Growth/Follow SRI 360° on FACEBOOK: https://www.facebook.com/SRI360Growth/

Fresh off the recent Fed policy decision, our guests offer their reflections and takeaways, along with discuss the implications to rates, credit markets and more. We also spend time on outlining where opportunity can be found for fixed income investors, and how to think about positioning for the current environment. Featured are Gene Tannuzzo, Global Head of Fixed Income, Columbia Threadneedle Investments and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office.

Tertulia de mercados con Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Felipe Lería, Head de Iberia&Latam de UBP; Carlos Moreno, director de ventas para Iberia de Columbia Threadneedle; e Irene López, Country Head de Neuberger Berman Iberia.

Justine chats with Nicsa's Board Chairman and Head of Product Development and Strategy at Columbia Threadneedle, Scott Brady. They touch on hot product trends in the financial industry, career advice, and "Workplace Karma".Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.

Brian Overby, senior markets strategist at Ally, says that the market is in a good place to have a Santa Claus rally into the end of the year, boosted by the strong consumer, but he noted that good news could carry into 2023 with an economy that could actually pull off a soft landing so long as employment, inflation and spending numbers stay where expected and continue current trends. Overby noted that while current conditions are rocky, it makes for a selective buying opportunity while waiting for the Federal Reserve to show its cards for the new year. Also on the show, Marc Zeitoun of Columbia Threadneedle discusses a survey showing that advisers and investors are looking for more flexible strategies to get by in rough markets, David Trainer of New Constructs puts a low-priced maker of oat milk and similar products in "The Danger Zone" and, in the Market Call, Bernie Horn, manager of the Polaris Global Value Fund talks about buying stocks in the messy market conditions currently being experienced around the world.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses his latest research on COVID booster plans and whether they are flawed. He also talks about Pfizer stock after yesterday's premarket move. Jennifer Bartashus, Senior Equity Research Analyst, Consumer Staples and Retail, joins the show to discuss the potential merger between Kroger and Albertsons. She also discusses Beyond Meat's premarket move. Mari Shor, Senior Equity Analyst at Columbia Threadneedle investments, talks about retail sales, gives her outlook for equity markets and sectors she thinks will perform well in the face of economic headwinds, and previews holiday spending. Hosted by Paul Sweeney and Nathan Hager.See omnystudio.com/listener for privacy information.

Anwiti Bahuguna, head of multi-asset strategy at Columbia Threadneedle Investments -- senior portfolio manager of the Columbia Thermostat Fund -- says that the sell-off in stocks has not been the result of bad earnings reports, but rather has been driven by multiple compression, and until investors are willing to pay more for earnings, the stock and bond markets will be muted at best. Investors won't likely come around until the Federal Reserve signals its intentions on whether it will continue or halt its program of interest rates hikes; until that is clear, Bahuguna says there's too much uncertainty to be anything more than neutral about current conditions. Also on the show, Dave Sekera,  chief U.S. market strategist at Morningstar, says in the Market Call segment that the market's woes have pushed a lot of stock valuations attractively below fair-value estimates, making stocks like Meta Platforms, Google, the communications industry and much more into attractive buying ranges, noting that while investors may have to be patient to wait for the payoff, he expects patience to be rewarded based on the discounts he says that the market has been applying to many company. Plus, Ed Carson, news editor at Investor's Business Daily discusses the latest IBD/TIPP Economic Optimism Index and explains why he thinks the measure is showing that investors have reached a point where there is hardly any optimism at all.

UK financial assets just experienced once-in-a-generation type moves in the wake of the government's mini-budget announcement. Not only did both gilts and the pound sell off dramatically, they rebounded just as dramatically after intervention from the Bank of England. What does it all mean? And how did pension accounting contribute to the massive volatility? On this episode of the Odd Lots podcast, we spoke with Toby Nangle, an economics and markets commentator, who spent several years running asset allocation at Columbia Threadneedle. He explains why we saw such a dramatic move and what the whole thing taught us about market structure.See omnystudio.com/listener for privacy information.

The road to leadership is different for everyone—for Columbia Threadneedle's Laura Weatherup, it meant defining her own path, asking the right questions at the right times, and taking advantage of "voluntold" opportunities.  

Giles Coghlan, chief currency analyst at HYCM, says that the economy is reaching a turning point where the Federal Reserve must consider slowing interest rate hikes or risk that those increases will kill off economic growth. Coghlan notes that while all central banks are dealing with this now, the US economy will have the largest impact on the potential for a global recession. Also on the show, Dan DeYoung, portfolio manager for Columbia Threadneedle's floating rate and high-yield bond funds discusses how rate hikes are impacting the credit markets and whether higher rates will trigger significantly greater levels of corporate defaults, Matt Schulz discusses a LendingTree study of how consumers are changing back-to-school shopping habits in the face of higher prices, and Chuck talks about a way to get a win out of the upcoming $1 billion MegaMillions jackpot without even buying a ticket.

Money Life is back for Day 2 from the Morningstar Investment Conference, and the action heats up with more interviews covering wider grounds. A day after T. Rowe Price star manager David Giroux said there's no reason for investors to invest internationally, Chautauqua Capital's David Lubchenco will come back with a counter-attack, talking about how and why foreign stocks are poised to outperform domestics in the next market cycle. Also on the show, Christine Benz of Morningstar on how current market conditions impact retirement planning; two interviews on dividend investing with Scott Davis of Columbia Threadneedle  covering domestic stocks and Sid Bhargava of Matthews Asia on overseas opportunities; Ed Rosenberg of American Century ETFs talks about exchange-traded funds and Jonathan Good of the Baird Funds dives into what's happening with small and mid-cap stocks.

In this episode, JP interviews Tom Bacon, founder of Civicap. Prior to founding Civicap, Tom Bacon was Co-Founder of Lionstone Investments. Lionstone was founded in 2001 as a privately-owned real estate investment firm specializing in researching, conceptualizing, and executing national investment strategies based upon proprietary analytics and investment themes. Lionstone invested approximately $9.5B, sold approximately $3B of real estate assets and subsequently sold Lionstone to Columbia-Threadneedle in November 2017 with $6B of AUM. Tom served as CEO and lead partner responsible for the firm's national urban investments and US land investment and development strategies and was also a member of the Investment Committee for the entire 17 years. Prior to forming Lion stone, Tom served as a Senior Vice President at Hines. During his 15-year tenure at Hines, he was involved in the acquisition, development, financing, leasing and sale of office, residential and industrial real estate domestically, and established Hines' operations in Latin America. Tom's community activities include serving as the Chairman of Houston Parks Board and Veritas Impact Partners, a nonprofit dedicated to provides services for our Working force in America. Where Tom could easily have left real estate after a massive exit in 2017, he pivoted and has decided to tackle the massive affordability crisis in America.  Our industry generally says we cannot afford to create great housing in good neighborhoods for Americas working class, because the numbers don't pencil out.  Studies show that where one lives (community and location) can greatly affect their outcome. Tom questioned this premise and in now building is Class A units in desirable, urban locations while targeting rents $200-$600 lower than adjacent competitors changing people lives for the better.  According to a recent Harvard Housing Study: The physical and social characteristics of your neighborhood are the greatest determines of one's health, financial and educational outcomes.  Where you live really matters, and Tom is working on making those conditions better for thousands of people around the world. 

A timely conversation with insights into the current environment for fixed income investing and considerations when it comes to allocation within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments. Host: Daniel Cassidy

Perspective on the direction of monetary policy and market implications, macro developments and asset allocation. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and William Davies, Global Chief Investment Officer at Columbia Threadneedle Investments. Host: Daniel Cassidy