Podcasts about equity index

policy outlook federal reserve nasdaq dow annuity vix dow jones industrial average consumer price index cpi moneywise volatility index equity index producer price index ppi

Play Episode Listen Later Aug 18, 2024 81:14

As they kick off every week of Money Wise, the guys begin this week's episode with a recap of a strong week for the markets, with the Dow Jones Industrial Average gaining 1,162 points (2.9%), the S&P 500 rising by 210 points (3.9%), and the NASDAQ up 886 points (5.3%). Year-to-date, the Dow is up 7.9%, the S&P 500 is up 16.4%, and the NASDAQ is up 17.5%. The Money Wise guys discuss how the market has made a complete recovery from the downturn that started in early August, with market sentiment quickly shifting from fear of a hard landing to optimism about a soft landing for the economy. The volatility index (VIX), which measures fear in the market, had spiked dramatically but has since calmed down as economic data improved. The conversation continues on to highlight several key turning points, including better-than-expected initial jobless claims and positive inflation data, particularly with the Consumer Price Index (CPI) showing the lowest year-over-year inflation in three years. The hosts believe that this improvement in economic indicators, along with more favorable Producer Price Index (PPI) numbers, helps alleviate fears of a recession or hard landing. The Money Wise guys also discuss how the Federal Reserve is now expected to implement a more modest interest rate cut, possibly 0.25%, rather than the more drastic cuts previously speculated. Overall, they comment that the market's response to the improved data has been positive, driving the strong performance seen throughout the past week. The Volatility Index The Volatility Index, commonly referred to as the VIX, is a key measure of market sentiment that tracks expected market volatility over the next 30 days. Often called the "fear gauge," it rises when investors anticipate higher risk or uncertainty and falls when confidence in the market is stronger. Right now, the VIX is particularly pertinent because recent spikes reflected heightened fear of a potential economic downturn or market correction. However, as economic data has improved, such as better-than-expected jobless claims and easing inflation, the VIX has calmed down, signaling a more optimistic outlook among investors. This reduction in fear has contributed to the recent market rebound. In the second hour today, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Convergence of Pharmacy & the Health Equity Index in 2024 and Beyond

Bright Spots in Healthcare Podcast

Play Episode Listen Later Jun 21, 2024 63:29

CareSource, Independent Health, and AdhereHealth outline strategies for the upcoming Medicare Advantage Star Rating changes, focusing on medication adherence and the Health Equity Index (HEI) starting in measurement years 2024-2025 for the 2027 Medicare Advantage Star Rating Period. Under HEI, plans must identify disparities in populations with social risks and create intervention strategies to address these inequities. Tune in and gain insights on leveraging policy changes, predictive analytics, and strategic implementation to meet these new standards and reach or maintain 4+ Stars. Panelists: Amin Serehali, Senior Vice President, Chief Data & Analytics Officer, Independent Health Logan Fox, PharmD, MBA, Director, Enterprise Quality Improvement, Programs, CareSource Kempton Presley, MPH, MS, Chief Strategy Officer, AdhereHealth https://www.brightspotsinhealthcare.com/events/convergence-of-pharmacy-the-health-equity-index-in-2024-and-beyond/ This episode is sponsored by AdhereHealth AdhereHealth is at the forefront of delivering purpose-built, innovative technology solutions designed to elevate pay-for-performance achievement for government-sponsored lines of business. This includes improved Star Ratings for Medicare, plus enhanced patient experience scores, improved patient health outcomes, and optimized cost outcomes for clients. The company's pioneering efforts are particularly noteworthy for addressing social determinants of health (SDOH) and significantly improving patient experiences as a mechanism for improved Star Ratings performance through multi-modal outreach capabilities. Powered by the industry-leading Adhere Platform™, AdhereHealth integrates predictive analytics, intelligent clinical workflow software, and proactive multi-channel outreach. This combination, executed by a nationwide team of licensed clinicians, effectively drives health equity and adherence outcomes that improve quality of care for patients and boost financial results for clients. The impact of AdhereHealth's comprehensive solutions is far-reaching, touching tens of millions of patients across over 100 health plans, self-insured employers and other risk-bearing entities. Since its inception in 2006, AdhereHealth, headquartered in Franklin, Tennessee, has grown into a robust organization with hundreds of dedicated professionals nationwide, all committed to their mission of improving healthcare outcomes. Visit www.adherehealth.com for more information.

director ms stars tennessee mba programs senior vice president powered medicare mph pharmacy chief strategy officer convergence health equity pharmd sdoh star ratings caresource equity index chief data analytics officer

Investor Sentiment, Market Participation, & Equity Index Annuities

market investors gamestop federal reserve nasdaq participation dow sentiment annuity dow jones industrial average moneywise equity index

Play Episode Listen Later Jun 11, 2024 81:26

The Money Wise guys kick off this newest episode with an update on the stock market's performance, highlighting a modest upward trend for the week. The Dow Jones Industrial Average saw an increase of about 113 points or 0.3%, the S&P 500 rose by approximately 69 points or 1.3%, and the NASDAQ gained around 398 points or 2.4%. Despite these gains, year-to-date figures show more substantial growth, with the Dow up by 2.9%, the S&P by 12.1%, and the NASDAQ by 14.1%. The discussion then shifts to market dynamics observed during the week, particularly focusing on the employment report and various economic data releases. The absence of Federal Reserve commentary, due to their quiet period, left the markets relatively undisturbed, allowing for some gains. The Money Wise guys delve into the erratic behavior observed in different industrial sectors, noting rapid shifts in investment focus from one sector to another on a daily basis, a phenomenon they attribute to trading rather than long-term investment strategy. The episode also touches on the broader context of market participants, suggesting that while traders are actively shifting positions, serious long-term investors seem comfortable with their current allocations. This dynamic results in a market that appears to be waiting for a clearer direction, possibly influenced by future economic indicators or political events. The conversation concludes with a critical look at media coverage of market anomalies like GameStop, reflecting on the speculative nature of such coverage and its impact on investor behavior. Investor Sentiment and Market Participation A significant theme discussed was the current state of investor sentiment and market participation. The hosts observed that while the active traders are highly involved in these daily fluctuations, serious long-term investors are largely staying put with their existing allocations. This situation reflects a broader sentiment of waiting and watching, with many investors looking for more definitive signals—such as political resolutions or changes in monetary policy—before making substantial new commitments to the market. In the second hour today, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

School principals divided over new equity index

RNZ: Morning Report

Play Episode Listen Later Jun 4, 2024 4:58

School principals are divided over whether the new equity index will reduce stigma against what used to be known as low-decile schools. Education correspondent John Gerritsen spoke to Corin Dann.

children school education divided school principals equity index corin dann

From Intent to Impact: Mayor Victoria Woodards on Equity

Data-Smart City Pod

Play Episode Listen Later May 15, 2024 17:40

In this episode host Stephen Goldsmith interviews Tacoma Mayor Victoria Woodards, exploring her strategies for embedding equity into every aspect of municipal operations. Mayor Woodards explains how to use data, mapping, and community engagement to not just talk about equity but actively implement it. She also highlights the Tacoma Equity Index, which is a pivotal tool for identifying and addressing disparities across neighborhoods.Music credit: Summer-Man by KetsaAbout Data-Smart City SolutionsData-Smart City Solutions, housed at the Bloomberg Center for Cities at Harvard University, is working to catalyze the adoption of data projects on the local government level by serving as a central resource for cities interested in this emerging field. We highlight best practices, top innovators, and promising case studies while also connecting leading industry, academic, and government officials. Our research focus is the intersection of government and data, ranging from open data and predictive analytics to civic engagement technology. We seek to promote the combination of integrated, cross-agency data with community data to better discover and preemptively address civic problems. To learn more visit us online and follow us on Twitter.

Economic Indicators, The Personal Consumption Expenditures Index & Equity Index Annuities

Bright Spots in Healthcare Podcast

Play Episode Listen Later Mar 30, 2024 81:17

In this week's episode of Money Wise, the Money Wise guys discuss the financial market's performance, highlighting weekly, monthly, and year-to-date figures. For the past week, the Dow Jones Industrial Average saw an increase of 0.8%, the S&P 500 grew by 0.4%, whereas the NASDAQ fell by 0.3%. Reflecting on March's performance, the Dow Jones experienced a 2.1% increase, the S&P 500 rose by 3.1%, and the NASDAQ was up by 1.8%. Year-to-date figures reveal the Dow up by 5.6%, the S&P 500 by 10.2%, and the NASDAQ by 9.1%, marking the best start in five years and the best first quarter for the S&P since 2019. The Money Wise guys also touch upon the anticipation around the Personal Consumption Expenditures (PCE) index release, contrasting economic indicators such as PMI numbers indicating contraction and high consumer sentiment reflecting confidence. Additionally, positive economic news included an 8% increase in new home sales, a 1.4% rise in durable goods orders, and an upward revision of Q4 2023 GDP to 3.4%. The discussion includes a conversation surrounding their thoughts on if an imminent recession is going to happen, with analysts speculating about interest rate cuts, suggesting a range of zero to three cuts for the year, amidst adjusting market expectations. The Personal Consumption Expenditures Index The Personal Consumption Expenditures (PCE) index is a measure of the average increase in prices for all domestic personal consumption. It tracks the price changes in consumer goods and services, including healthcare, education, and food, among others. As the Federal Reserve's preferred gauge of inflation, the PCE index provides a broad overview of the inflationary pressures within the economy, helping the Fed in making informed decisions regarding monetary policy. Unlike the Consumer Price Index (CPI), the PCE index accounts for changes in consumer behavior and preferences, such as switching to alternative goods in response to price changes, making it a more comprehensive measure of inflation. This index is crucial because it influences the Federal Reserve's decisions on interest rates, which in turn affect economic growth, employment rates, and the overall financial well-being of individuals and businesses. Its significance lies in its role as an economic indicator that helps policymakers, economists, and investors understand the health of the economy and the potential for inflation or deflation. In the second hour today, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

reflecting fed gdp federal reserve nasdaq dow dow jones pmi annuity dow jones industrial average pce economic indicators consumer price index cpi moneywise equity index personal consumption expenditures

Important and Innovative Approaches to Leveraging the Health Equity Index

Play Episode Listen Later Feb 21, 2024 49:51

Melissa Newton Smith, Founder of Newton Smith, and Keslie Crichton, Chief Sales Officer of BeneLynk, join Eric to discuss the introduction of the CMS Health Equity Index, which will replace the reward factor within the Medicare Advantage Star Rating program measurement. The Health Equity Index will be a seismic change for Medicare Advantage plans and impact revenue associated with Star Ratings. Melissa and Keslie share success stories from plans preparing for the change. Links "Associations Between Annual Medicare Part D Low-Income Subsidy Loss and Prescription Drug Spending and Use": https://jamanetwork.com/journals/jama-health-forum/fullarticle/2814604 Book Links $2.00 a Day: Living on Almost Nothing in America: https://www.amazon.com/2-00-Day-audiobook/dp/B012E8RDS2/ref=sr_1_1?crid=29MW28TUOFAG0&keywords=%242+a+day&qid=1708126201&s=books&sprefix=2+a+day%2Cstripbooks%2C125&sr=1-1 Because I Said I Would: https://store.becauseisaidiwould.org/store/thebook/?_gl=1*qfwy3p*_ga*OTY3NTIzNTYzLjE3MDgxMjYyNDc.*_ga_9YFXHXM1VK*MTcwODEyNjI0Ny4xLjAuMTcwODEyNjI1NC41My4wLjA. The Ethical Case Manager: https://www.amazon.com/dp/194388918X/ref=cm_sw_r_apin_dp_GVBYY6XZGAK9RK9VRHE8 About Melissa Melissa is the founder of Newton Smith. She brings over 25 years of experience in Star Ratings, strategy, sales, and marketing for health plans, providers, pharmacy benefit managers, and industry vendors. Most recently, she served as Chief Consulting Officer at Healthmine. Melissa is a well-known healthcare strategist with proven success developing enterprise-wide solutions to improve Star Ratings, quality performance, health outcomes, and the member experience. About Keslie Keslie has worked in managed care for over 25 years, focusing on SDoH solutions that improve members' lives and provide a return on investment for our clients. Keslie drives enterprise growth and innovative partnerships to improve outreach strategies and health outcomes for our client's members. Keslie works closely with BeneLynk's product team to offer differentiated services and capabilities to maintain its market leader position. This episode is sponsored by BeneLynk BeneLynk is a national provider of Social Care solutions for Medicare Advantage and Managed Medicaid health plans. They serve plans and their members by creating a human-to-human connection and providing the assistance a member needs to get the benefits they deserve.

america founders leveraging innovative approaches health equity medicare advantage social care chief sales officer sdoh star ratings day living almost nothing book links equity index because i said i would

Cut to the Chase! The football match and the equity index

Standard Chartered Money Insights

Play Episode Listen Later Feb 7, 2024 4:09

Daniel talks about the upcoming key macro data in China, and how investors may position their portfolio.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

head china market cut to the chase football match equity strategies equity index

Interest Rate Cuts, The ‘Magnificent 6' & All About Equity Index Annuities

tesla fed interest rates nasdaq magnificent dow annuity ytd moneywise interest rate cuts equity index

Play Episode Listen Later Jan 27, 2024 81:05

Interest Rate Cuts, The Magnificent Six & Equity Index Annuities The Money Wise guys are back in the studio to discuss interest rate cuts, the new “Magnificent Six,” and s much more. They kick off the show with last week's market recap. The Dow was up 0.6%, the S&P 500 was up 1.1%, and the NASDAQ was up 0.9%. YTD the Dow is up 1.1%, the S&P 500 is up 2.5%, and the NASDAQ is up 3.0%. January has us off to a really good start for 2024, and many analysts say, “As goes January, so goes the year.” It's a bit of a surprise considering we had such a run in Q4 of 2023, mostly in anticipation of Fed interest rate cuts. Also surprising is that we've seen some fairly strong economic numbers of late and the markets have not reacted negatively. The Money Wise guys discuss whether this is because the inflation news shows continued progress in getting to the magical 2% year-over-year inflation number. The guys also discuss mixed earnings and why Tesla might be out of the Magnificent 7. Let's Talk About Interest Rate Cuts The Fed increased interest rates 11 times over the past few years, and we're expecting some interest rate cuts in 2024. However, the Money Wise guys feel the pundits saying we'll see six cuts this year are sorely mistaken. What is a more realistic number for interest rate cuts? First, let's be clear that the Fed has, indeed, signaled interest rate cuts. In December, they appeared to have penciled in three interest rate cuts for 2024, though economic news and market fluctuations could change their plans. In the second hour today, the Money Wise guys share warnings on Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Another Pension Destroying Fund - UK Equity Index Fund

Trading Champions [trading-champions.com]

Play Episode Listen Later Jan 15, 2024 3:59

uk telegram destroying pension index funds equity index uk equity

Advancing Equity Through Locally-Driven Funding Formulas: LAUSD's Groundbreaking Student Equity Need Index (the "SENI")

Budgeting for Educational Equity

Play Episode Play 20 sec Highlight Listen Later Nov 7, 2023 63:03

California's Local Control Funding Formula or LCFF took a major step towards advancing equity. But as LCFF was coming into existence 10 years ago, education and community leaders in the state's largest school district, Los Angeles Unified, recognized this new formula might not go far enough in helping to address deeply rooted inequities within its student population. Through a unique partnership between the local community and school district, the groundbreaking Student Equity Need Index (SENI) was born. In 2024, the SENI turns ten. It's an example of a powerful partnership between students, parents, community advocates and school district leaders to drive resource equity. SENI is a research-based index that uses comprehensive academic and community-based indicators to rank schools from highest to lowest according to student need. With these rankings, LAUSD can more accurately understand the needs of its schools and equitably distribute funds to address them. In many ways, the SENI is a more robust precursor to the state's new Equity Multiplier, adopted in the 2023 Budget Act, which will target some additional funding directly to schools.In this episode, Pedro Salcido, Deputy Superintendent of Business Services and Operations for Los Angeles Unified School District, and Jessenia Reyes, Associate Director of K-12 Policy for the Equity Team at Catalyst California, take us deep inside the SENI. They share with host Jason Willis how SENI was developed and how it evolved, the impact it has had to date, and how the district and community groups worked together and through some difficult tensions to build the system. While the SENI originated in California's largest school district, it's an exciting homegrown model that districts around the state can learn from and potentially customize to better address their communities' unique needs.About Our GuestsJessenia Reyes is the Associate Director of K-12 Policy at Catalyst California, a systems change nonprofit organization, and part of the Equity Alliance for L.A.'s Kids that includes Community Coalition in South LA, Inner-City Struggle in East LA, and the Partnership for Los Angeles Schools, which advocated for the SENI.Pedro Salcido is the Deputy Superintendent of Business Services and Operations for Los Angeles USD, the state's largest school district and the second-largest in the nation. Prior to his current role, Pedro served as Chief of Staff managing all District academic and nonacademic operations, activities and initiatives, as well as serving as the Superintendent's principal liaison to the Board of Education. Among many other roles and accomplishments, he served as the leading staff member who developed and implemented the District's SENI, an equity-based funding allocation that today has grown to distribute nearly $700 million to the neediest schools in the district..LinksCatalyst California SENI page LAUSD SENI pageBudgeting for Educational Equity podcast is presented by CASBO and WestEd. We are grateful to the Sobrato Family Foundation for additional support. Our series is written and produced by Paul Richman and Jason Willis. Music and editing by Tommy Dunbar. Alyssa Perez and Hannah Jarmolowski at WestEd provide research and develop written briefs that go along with many episodes.

A No-Landing Scenario, Weak Market Fundamentals & Understanding the Dangers of Equity Index Annuities

market dangers weak landing fed fundamentals nasdaq magnificent scenario dow annuity ytd moneywise year treasury equity index

Play Episode Listen Later Oct 21, 2023 81:36

A No-Landing Scenario, Weak Market Fundamentals & Annuity Warnings The Money Wise guys are back in the studio with another engaging and informative show that tackles current market trends and shares annuity warnings, too. They begin with a recap of last week's market performance. The Dow was down 1.6%, the S&P 500 was down 2.4%, and the NASDAQ was down 3.2%. YTD the Dow is essentially flat, the S&P is up 10%, and the NASDAQ is up 24.1%. We're seeing strange performance for the year, and we've just entered the fourth quarter of the game. The guys talk about the market cap weighted S&P 500, which shows some underlying fundamentals of the market aren't as strong as the YTD S&P might lead us to believe. It all comes back to the Magnificent 7 tech stocks, so investors shouldn't get too far out over their skis. The guys also discuss the 10-Year Treasury, which hit a yield it hasn't seen since 2007, and they share more about this “normalization” of the yield curve that continues to occur. The Money Wise guys also discuss the Fed, recent rhetoric, a no-landing scenario for the economy, and how much higher long-term interest rates may go. Annuity Warnings from the Money Wise Guys The guys talk extensively about Equity Index Annuities in the second hour of the show - and they have plenty of annuity warnings to share. Among the greatest annuity warnings are that the insurer could become insolvent or that your annuity's purchasing power will erode before payout. Check out these resources for more on annuity warnings and on equity index annuities in particular. In the second hour, the Money Wise guys share important information about Equity Index Annuities - including annuity warnings you don't want to miss! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Ira Work

The My Future Business™ Show

Play Episode Listen Later Sep 14, 2023 44:07

Interview With Investment Coach Ira Work What it Takes To Be a Confident Investor #Investing #InvestmentCoach #IraWork Hi, and welcome to the show! On today's show I have the pleasure of welcoming investment coach Mr. Ira Work to talk about the myths of investing, the science behind investing, and what it takes to become a confident investor. Residing in Nashville Tennessee, Ira enjoys playing golf, traveling with his wife, and taking long motorbike rides. Ira is both a husband and father of four children, and has a passion for all things investing. In the summer of 2001 Ira was introduced to the science of investing – investing based on Nobel-Prize winning academic principles. As a result of his understanding of the industry he works in, Ira recognized that the industry caused investors to gamble and speculate with their money. As a result, he committed to using an education process that would help investors understand what it takes to become a successful investor and avoid gambling and speculating, providing them with financial peace of mind. Having worked for several national brokerage firms and insurance companies Ira has direct experience with the following types of investments: stocks, bonds, mutual funds, options, managed futures, limited partnerships and REITs. In the areas of insurance, Ira's worked with all forms of annuities: fixed interest, fixed index (aka Equity Index) and variable annuities. He's also worked with the following forms of insurance - term, whole life, universal life and variable life; long-term care and disability. Ira's goal is to help set investors free from the hype of the insurance and investment industry marketing machines by building sound portfolios which incorporate Nobel Prize winning theory with research from leading academics in the field of economics. These portfolios are based on the research of industry outsiders as opposed to those with an inherent interest in selling a product. To learn more about the topics discussed, or to contact Ira directly to see how he can help get started on your investment journey, click the link below. Disclosure of Material Connection: This is a “sponsored post.” My Future Business is disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

advertising nobel prize disclosure testimonials federal trade commission nashville tennessee reits endorsements cfr residing equity index guides concerning

88 "Choices" Dalai Lama pedo, FedNow psyop, Corporate Equity Index, CEI, Bud Light

Dangerous INFO podcast with Jesse Jaymz

Play Episode Listen Later Apr 12, 2023 160:35

Happy post Easter everyone! Tonight we will discuss the dystopian FedNow pilot program and how the federal government will control your every transaction with their CBDC system. Also, the Dalai Lama asked a little boy to "suck my tongue" on live camera so we need to talk about this disgusting pedo act. We will dig deep into the Corporate Equity Index (CEI) and why all these woke companies such as Nike, Tractor Supply, Bud Light, etc... have changed their marketing strategies. We all have a choice to do what we do everyday. What choices will you make in this brave new future?SUPPORT THE SHOWBuzzsprout https://bit.ly/3m50hFTSubscribeStar http://bit.ly/42Y0qM8Paypal http://bit.ly/3Gv3ZjpPatreon http://bit.ly/3G37AVxAFFILIATESAmerican Coins and JewelryWaterford, MichiganMatt-(248) 978-7686CONNECT WITH USChatroom http://bit.ly/42OayqyEmail the show http://dangerousinfopodcast@protonmail.comJoin mailing list http://bit.ly/3Kku5YtSOCIALSInstagram https://www.instagram.com/jessejaymz1/Twitter https://twitter.com/jaymz_jesseGab https://gab.com/JessejaymzTruth Social https://truthsocial.com/@jessejaymzWATCH LIVETwitch https://www.twitch.tv/dangerousinfopodcastRumble https://rumble.com/c/DangerousInfoPodcastPilled https://pilled.net/profile/144176CloutHub https://clouthub.com/DangerousINFOpodcastDLive https://dlive.tv/DangerousINFOpodcastSEND STUFFJesse JaymzPO Box 541Clarkston, MI 48347SMART is the acronym that was created by technocrats that have setup the "internet of things" that will eventually enslave humanity to their needs. Support the show

corporate choices esg dalai lama internet of things blackrock vanguard bud light kid rock central bank digital currency psyops pedo cei fednow tom macdonald tractor supply equity index

#556 Strategy and Confronting Complex Challenges with Jacques Colon, Tacoma, WA

GovLove - A Podcast About Local Government

Play Episode Listen Later Feb 10, 2023 56:33

A better Tacoma for tomorrow. Jacques Colon, Chief Strategy Officer with the City of Tacoma, Washington, joined the podcast to talk about strategy and confronting complex challenges. He discussed the role of the new Office of Strategy, the City's Equity Index, and the City's Strategic Plan. He also discussed affordable housing and displacement strategies. Host: Ben Kittelson

strategy washington challenges office complex confronting jacques chief strategy officer tacoma colon strategic plans tacoma washington equity index

Market Measures - November 28, 2022 - Correlations Between Equity Index Premium

market spies measures correlations qqq iwm equity index

Play Episode Listen Later Nov 28, 2022 8:30

Even slightly imperfect correlations between underlyings can result in significantly more diversification when comparing risk across portfolios.In this study, a portfolio that had one strangle in each SPY, IWM, and QQQ carried almost the same risk as the lowest volatility strangle across the study's time period while having exposure in all three indexes.

Market Measures - November 28, 2022 - Correlations Between Equity Index Premium

market spies measures correlations qqq iwm equity index

Play Episode Listen Later Nov 28, 2022 9:21

Even slightly imperfect correlations between underlyings can result in significantly more diversification when comparing risk across portfolios.In this study, a portfolio that had one strangle in each SPY, IWM, and QQQ carried almost the same risk as the lowest volatility strangle across the study's time period while having exposure in all three indexes.

Loriann Robinson

What Can We Do In These Powerful Times?

Play Episode Play 59 sec Highlight Listen Later Oct 16, 2022 31:28 Transcription Available

Loriann Robinson (Twitter, LinkedIn) is the founder and director of The Advocacy Team, "a service for people and organisations working for a just world". They provide public affairs advice, policy advocacy, policy analysis and more, often in the international arena. She is also co-founder of The Equity Index, a UK social enterprise advocating for greater equity across the international development sector. Loriann speaks to how having impact gets her out of bed in the morning, and how she wants to see a shift in global development where power doesn't sit in the global north, but it's dispersed to the people in the global south who know their communities best. She also enjoys the variety of consulting, and the way the Advocacy Team can be a vehicle for other organisations (with aligned values) to create the futures that they envisage. I was struck by her approach of having a core income, with important side-projects (like The Equity Index) which don't have to scrabble for funding.LinksFabian SocietyNSPCCThe ONE CampaignWorld VisionCarbonBrief explainer on Loss and Damage.The Equity Index - "a UK social enterprise advocating for greater equity across the international development sector.""ODA" = Overseas Development AssistanceThe Advocacy Team's Trainings#ShiftThePower on Twitter - hereTimings0:45 - Q1 What are you doing now? And how did you get there?10:25 - BONUS QUESTION: Hw does one influence British politics?13:13 - Q2. What is the future you are trying to create, and why?15:36 -- BONUS QUESTION: As a vehicle for others to create the future they want, do you have written down the values you want your clients to align with?17-26: BONUS QUESTION: Given your desire to shift power and resources to the Global South, what are the most important topic areas in international development right now?20:48 - Q3. What are your priorities for the next few years, and why?24:16 - Q4. If someone was inspired to follow those priorities, what should they do next?28:16 - Q5. If your younger self was starting their career now, what advice would you give them?30:27 - Q6. Who would you nominate to answer these questions, because you admire their approach?30:39 - Q7. Is there anything else important you feel you have to say?More here.Twitter: Powerful_TimesWebsite hub: here.Please do like and subscribe, to help others find the podcast.Thank you for listening! -- David

uk british loss robinson damage global south oda lori ann equity index

Pat Newman: Hora Hora school principal on Equity Index funding

Heather du Plessis-Allan Drive

Play Episode Listen Later Sep 22, 2022 3:39

Schools in Northland are expecting a boost in funding following the scrapping of the decile system going forward. The Government has unveiled more information about the new Equity Index, which is set to replace the decile system next year. 90 percent of schools will see a boost in funding, and Northland schools are set to benefit greatly. Pat Newman is school principal of Hora Hora school and president of the Principal's Association in Northland, and he joins us now to explain further. LISTEN ABOVE See omnystudio.com/listener for privacy information.

government schools principal funding newman principals school principals northland equity index

Splash Into Futures - September 15, 2022 - Effect of Interest Rates on Equity Index Futures

Play Episode Listen Later Sep 15, 2022 34:41

Splash Into Futures - September 15, 2022 - Effect of Interest Rates on Equity Index Futures

Play Episode Listen Later Sep 15, 2022 33:50

Splash Into Futures - September 15, 2022 - Effect of Interest Rates on Equity Index Futures

Play Episode Listen Later Sep 15, 2022 33:50

Splash Into Futures - September 15, 2022 - Effect of Interest Rates on Equity Index Futures

Play Episode Listen Later Sep 15, 2022 34:41

Michigan Business Network

Transform Michigan | HOPE Initiative - Third in a Series

Play Episode Listen Later Aug 31, 2022 36:00

Transform MI explores the question, “What would MI look like if we were to transform systems, policy, practice, and culture so that everyone wins”? Transform MI will look deep into topics of embodiment, boundaries, harm, creativity, and more with people who are working to reshape our world and MI. This is a podcast of possibilities. For Episode 4's six segments Angela and Mordecai have a conversation with Jordan Scrimger, policy strategist with One Love Global about a media tracking project undertaken during the height of the COVID pandemic. How can the Health Opportunity and Equity Index data for Michigan inform the way our state approaches COVID recovery? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

covid-19 michigan transform mordecai mbn equity index hope initiative

Jeff, Joe, and Kyle are back at it, this time with a decisively unpleasant market recap. Last week saw the Dow down 4.8%, the S&P 500 down 5.8%, and the NASDAQ down 4.8%. The year-to-date numbers show those three indexes down 17.7%, 22.9%, and 31%, respectively. The S&P 500 officially crossed into bear market territory - a big, hairy, smelly bear - and now we're all wondering how long it will last. With many predictions being thrown around, what's an investor to believe? The guys talk dollar-cost averaging, how close we may be to the bottom of the market, earnings, the history of bear markets, and more. In the second hour, the Money Wise guys share the considerable danger of Equity Index Annuities, sometimes called “hybrid” annuities. Don't miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/5ad6c6d7-89aa-4d7e-a9f5-4a5dda5296fe

predictions bear base nasdaq dow smelly annuity moneywise big hairy equity index

Christopher Luxon: National leader says he's supportive of the idea to scrap the school decile system

Early Edition with Kate Hawkesby

Play Episode Listen Later May 19, 2022 4:01

A rare moment of agreement across the political divide as National's Leader says he's supportive of the idea to scrap the school decile system.Christopher Luxon told Kate Hawkesby deciles were too broad.He says what they proposed was to use data which highlights the families who are doing it tough, and schools are allocated money in an anonymised way, based on the families at their school.The Government will implement a new Equity Index to replace the decile system.LISTEN ABOVE

school government system leader national idea scrap national leaders christopher luxon equity index kate hawkesby

Christopher Luxon: National leader says he's supportive of the idea to scrap the school decile system

Best of Business

Play Episode Listen Later May 19, 2022 4:00

A rare moment of agreement across the political divide as National's Leader says he's supportive of the idea to scrap the school decile system.Christopher Luxon told Kate Hawkesby deciles were too broad.He says what they proposed was to use data which highlights the families who are doing it tough, and schools are allocated money in an anonymised way, based on the families at their school.The Government will implement a new Equity Index to replace the decile system.LISTEN ABOVESee omnystudio.com/listener for privacy information.

school government system leader national idea scrap national leaders christopher luxon equity index listen abovesee kate hawkesby

Funding decisions to clear breast cancer backlog left to Health NZ, Māori Health Authority

Tova

Play Episode Listen Later May 19, 2022 8:21

It's Budget Boxing Day after Finance Minister Grant Robertson unveiled New Zealand’s biggest 2022 Budget on Thursday, with new net spending of $5.9 billion for the year. Today FM's Emma Hatton reported on Thursday that it's the largest-ever budget, which includes just over $11-billion dollars over four years for the new health reforms. One billion will also go toward cost-of-living initiatives including temporary weekly payments for some eligible New Zealanders and the continuation of fuel excise and road user cuts, as well as half-price public transport. $300 million will go into a new Equity Index to replace the school decile funding system, and a similar amount will go into rail investments. Coronial services, a new small business fund, and changes to first home buyer grants are also included. See omnystudio.com/listener for privacy information.

left new zealand budget decisions clear funding breast cancer backlog new zealanders today fm health authority coronial finance minister grant robertson health nz equity index emma hatton

Professor Russell Napier: The equity index fund is a dangerous product

Investors Chronicle

Play Episode Listen Later May 4, 2022 49:12

The outbreak of Covid-19 sparked a transformation in monetary policy, according to Professor Russell Napier, with governments now effectively controlling money supply. Combine this with a decoupling between the West and China and Napier thinks investors must brace for a period of prolonged inflation. In this interview, Napier tells the IC's Mary McDougall what a new era of financial repression might mean for investors, why he thinks China is not investable and where he thinks the best value is in equity markets. He also explains why he thinks it's time to invest with active fund managers over index funds and what he thinks are the most common mistakes that private investors make. Napier is a consultant, investor, historian, writer and Honorary Professor at both Heriot-Watt University and The University of Stirling. He's advised institutions on asset allocation since the mid ‘90s and is chairman of Mid Wynd International Investment Trust. He's written two books: Anatomy of the Bear: Lessons from Wall St's Four Great Bottoms and The Asian Financial Crisis 1995-98: Birth of the Age of Debt.He also runs a course in finance called ‘The Practical History of Financial Markets' and is keeper of The Library of Mistakes, a charitable venture he set up in Edinburgh in 2014. Time stamps01:10 Takeaways from the launch of The Library of Mistakes03:16 Outlook for inflation and money supply06:05 Diminishing role of central banks07:40 What indicators investors should look at08:48 Outlook for equities10:26 Implications of financial repression13:48 Role of tax 15:27 Impact of deglobalisation18:20 Is China investable?21:10 Companies that benefit from deglobalisation23:40 Index funds vs active managers28:28 Categorising by country vs sector31:38 Suggestions for novice investors33:18 Research of Hendrik Bessembinder34:45 Infrastructure and property38:29 Re-equitisation41:42 Problems with the search for yield44:20 Biggest personal mistake46:00 Most common mistakes made by private investors See acast.com/privacy for privacy and opt-out information.

Startup Insider Daily • Tier Mobility • Private Equity-Index • Tesla • Tiktok • Uber • Truth Social • Opensea •Metaverse

Startup Insider

Play Episode Listen Later Feb 22, 2022 30:08

Heute u.a. mit folgenden Nachrichten: - Tier Mobility vermietet E-Bikes - IG Metall ruft Mitarbeiter von Teslawerk Grünheide zur Betriebsratswahl auf - Tiktok sucht neue Superhelden - Private Equity-Geschäftsklima positiv - Uber Portugal mit Doctor at Home-Funktion - „Truth Social“ startet mit Problemen - Phishing-Angriffe auf Opensea-Nutzer - Thrive Capital mit neuem 3 Milliarden -Fonds - China warnt vor illegalen Metaverse-Aktivitäten Heute begrüßen wir im Rahmen der Rubrik “Investments & Exits” Otto Birnbaum, General Partner bei Revent.

tiktok social doctors startups uber tesla metaverse insider tier mobility rahmen mitarbeiter private equity general partners truth social opensea thrive capital tier mobility equity index

Splash Into Futures - February 10, 2022 - Futures Options Equity Index Jade Lizards

splash lizards equity index futures options

Play Episode Listen Later Feb 10, 2022 22:17

Pete and James take a look at the Jade Lizard options strategy and how it can be employed on equity futures contracts. The two walk through a checklist of best practices for the strategy before looking at possible trade examples in the E-mini S&P 500 futures options (/ES).

Splash Into Futures - February 10, 2022 - Futures Options Equity Index Jade Lizards

splash lizards equity index futures options

Play Episode Listen Later Feb 10, 2022 23:07

Pete and James take a look at the Jade Lizard options strategy and how it can be employed on equity futures contracts. The two walk through a checklist of best practices for the strategy before looking at possible trade examples in the E-mini S&P 500 futures options (/ES).

Micro Ether Futures

Play Episode Listen Later Dec 15, 2021 35:40

What are Micro Ether Futures? What are the benefits for trading Micro Ether Futures vs Spot? All of these questions are answered and more as the Global Head of Equity Index and Alternative Investment Products at CME Group, Tim McCourt joins me to discuss everything traders need to know about Micro Ether and Bitcoin Futures […]

spot micro futures global head ether cme group bitcoin futures equity index tim mccourt

Micro Ether Futures

Play Episode Listen Later Dec 15, 2021 35:40

What are Micro Ether Futures? What are the benefits for trading Micro Ether Futures vs Spot? All of these questions are answered and more as the Global Head of Equity Index and Alternative Investment Products at CME Group, Tim McCourt joins me to discuss everything traders need to know about Micro Ether and Bitcoin Futures […]

spot micro futures global head ether cme group bitcoin futures equity index tim mccourt

Market Measures - November 19, 2021 - Equity Index Divergences

market spies measures qqq iwm divergences equity index

Play Episode Listen Later Nov 19, 2021 12:03

Although the equity indexes are still correlated, we find IWM has been bucking the trend more often in the last two years than it did on average since 2010. However, this phenomenon may work to our advantage...since a lower correlation means more diversification, replacing some SPY or QQQ with IWM in your portfolio may reduce overall portfolio volatility.

Market Measures - November 19, 2021 - Equity Index Divergences

market spies measures qqq iwm divergences equity index

Play Episode Listen Later Nov 19, 2021 11:12

Although the equity indexes are still correlated, we find IWM has been bucking the trend more often in the last two years than it did on average since 2010. However, this phenomenon may work to our advantage...since a lower correlation means more diversification, replacing some SPY or QQQ with IWM in your portfolio may reduce overall portfolio volatility.

A Big Week for Earnings, Taper Expectations & Equity Index Annuities

amazon apple expectations wall street federal reserve nasdaq earnings dow big week annuity taper ytd moneywise equity index

Play Episode Listen Later Oct 30, 2021 81:22

Jeff, Joe, and Kyle are back with their customary update on last week's numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up also. All three remain up in double-digits YTD. We just finished the first month of Q4, and it was a big month for the markets. For October, the Dow was up 5.8%, the S&P 500 was up 6.9%, and the NASDAQ was up 7.3% on the month. All three closed on Friday at all-time highs. It was a big week for earnings, though Apple and Amazon didn't produce the earning investors had hoped. The market took it in stride and now we look to next week to see what may happen when the Federal Reserve meets on Wednesday. They are likely to finally announce the exact day the taper will begin, and the Money Wise guys discuss how the market may react. In the second hour of the show, the conversation focuses on Equity Index Annuities. Don't miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/057641ec-b986-44fa-bf58-f4e7659c4c79

Jim Colquitt of ARMR US Equity Index (ARMR)

ETC ETF Insider’s Podcasts

Play Episode Listen Later Sep 3, 2021 48:16

In this episode, we learn how a bible quote inspired Jim Colquitt when he launched the ARMR US Equity Index and the ETF (ARMR) that tracks it. Learn how this index can be helpful to investors as it aims to provide downside protection and lower volatility. www.exchangetradedconcepts.com www.armoretfs.com

equity index

Barbell Portfolios & Equity Index Annuities

nasdaq dow dow jones portfolios annuity barbell ytd moneywise equity index

Play Episode Listen Later Aug 7, 2021 69:45

Episode Notes Jeff, Joe, and Kyle begin by sharing last week's market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that's moving sideways. Plus, they discuss the progression of the markets this year, what changed in the second quarter, and what we're seeing with regard to overall portfolio performance in the first five weeks of the third quarter. Plus, Joe brings statistical color to the growth versus value differential discussion, and the guys explain what's driving the S&P 500's earnings at the moment. In the second hour, the Money Wise guys dig into Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/4feb5d53-34e9-4842-9245-902d59bd7e83

Market Measures - June 28, 2021 - Differences In Equity Index IVs

Play Episode Listen Later Jun 28, 2021 11:28

The increase in the Russell's implied volatility relative to other equity indices seems quite rich in comparison to what it was before 2020. In reality, the reason for the larger raw IV point premium that exists for IWM IV is due to the following reasons: Both SPY and IWM are experiencing higher HV (historical volatility) than before 2020. IWM has seen 40% larger HV than SPY over the last year compared to just 30% larger HV than SPY before 2020.

market differences spies iv measures hv iwm equity index

Market Measures - June 28, 2021 - Differences In Equity Index IVs

Coinscrum :: Crypto News, Analysis, DeFi

Play Episode Listen Later Jun 28, 2021 10:38

The increase in the Russell's implied volatility relative to other equity indices seems quite rich in comparison to what it was before 2020. In reality, the reason for the larger raw IV point premium that exists for IWM IV is due to the following reasons: Both SPY and IWM are experiencing higher HV (historical volatility) than before 2020. IWM has seen 40% larger HV than SPY over the last year compared to just 30% larger HV than SPY before 2020.

market differences spies iv measures hv iwm equity index

Episode 159: How to bridge the inequality gap in Los Angeles

FedHeads

Play Episode Listen Later Jun 7, 2021 17:04

The FedHeads welcome Los Angeles City Controller Ron Galperin to discuss the L.A. Equity Index, the division of disparities and barriers to opportunity and resources. Controller Galperin explains the difference between diversity and equity and how to close equity gaps. Listen to find out more.

los angeles bridge inequality equity index fedheads

CME Ether Futures - The Institutional Futures Market

The Crypto Conversation

Play Episode Listen Later Mar 3, 2021 38:07

CME Group has launched its Ether Futures product offering. The new contract is cash-settled, and based on the CME CF Ether-Dollar Reference Rate. Tim McCourt, CME Group Global Head of Equity Index and Alternative Investment Products, joins Andy to talk Ether Futures. Guest: Tim McCourt Why you should listen: Andy and Tim discuss the CME Futures markets, the role of futures in global price discovery, and how market participants use Futures to hedge their positions. Tim says, “Based on increasing client demand for our Bitcoin futures and options markets, we see the addition of Ether futures as a valuable tool to trade and hedge this growing cryptocurrency. Ethereum is the second-largest cryptocurrency by both market capitalization and daily volume. The introduction of listed Ether futures will help create a forward curve so Ethereum market participants can better manage price risk.” Tim McCourt serves as CME Group's Managing Director and Global Head of Equity Index and Alternative Investment Products. He is responsible for leading the development and execution of the company's global Equity Index, Commodity Index, and Cryptocurrency product strategies. He serves on the CME Ventures Investment Committee and the S&P Dow Jones Indices U.S. Advisory Panel. Key takeaway: Andy asked Tim how CME Group thinks about open-source decentralized protocols such as Bitcoin and Ethereum. Tim said, “When we look at cryptocurrencies we think it's interesting in the way they are pushing out the frontier of finance. CME Group is a two-century-old institution with an innovative history itself. We've introduced all sorts of innovative financial products across that 200-year history. So when we see new technologies that can help our clients engage with markets in new ways, we adapt and innovate, and look for new ways to serve the risk management needs of our customers. I think it's exciting and interesting and I look forward to seeing how this continues to evolve.” Supporting links: CME Group Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

market bitcoin managing directors cryptocurrency futures ethereum global head institutional ether cme cme group advisory panel equity index brave new coin tim mccourt

The Rise of CME's ETH & BTC Futures w/ CME's Tim McCourt

Play Episode Listen Later Feb 22, 2021 32:06

//Coinscrum Markets Ep039 Segment - Market Spotlight with Tim McCourt, CME Group, Managing Director and Global Head of Equity Index & Alternative Investment Products //Segment Overview:: With the success of the CME's Bitcoin Futures & Options contracts already proven, market demand saw the launch of their ETH Futures contract earlier this month. Tim joined Teana to discuss the growth of these products and to share some early metrics for ETH. //Read on Coinscrum Website www.coinscrum.com or watch the video version on our Youtube Channel. //Follow our Social Media:: www.linkedin.com/company/coinscrum www.twitter.com/coinscrum www.facebook.com/Coinscrum //Join our Facebook Community:: https://www.facebook.com/groups/Coinscrum //Our sponsors:: Buy & HODL BTC/ETH/LTC/XRP on Luno - http://www.coinscrum.com/luno-exchange/ Earn up to 8% interest with Blockfi - http://www.coinscrum.com/blockfi-earn-interest/ Analyse on-chain data at ByteTree - http://www.coinscrum.com/bytetree-terminal/ Get a Custodian Wallet at Trustology - http://www.coinscrum.com/custodian-wallet

social media managing directors options earn futures analyse global head eth cme blockfi cme group luno bitcoin futures equity index teana trustology tim mccourt bytetree

Ether Futures – Tim McCourt

Play Episode Listen Later Feb 8, 2021 26:31

Topics: Ether Futures. Growth of Crypto Futures at CME Group. Ether Futures Product Specs. January’s record month in Bitcoin Futures. Guest: Tim McCourtGlobal Head of Equity Index & Alternative Products at CME Group. Download my Trading Instincts e-book! If you enjoyed this interview be sure to listen to these other episodes: Social Media As A […]

growth futures ether cme group bitcoin futures equity index tim mccourt

Ether Futures – Tim McCourt

Play Episode Listen Later Feb 8, 2021 26:31

Topics: Ether Futures. Growth of Crypto Futures at CME Group. Ether Futures Product Specs. January’s record month in Bitcoin Futures. Guest: Tim McCourtGlobal Head of Equity Index & Alternative Products at CME Group. Download my Trading Instincts e-book! If you enjoyed this interview be sure to listen to these other episodes: Social Media As A […]

growth futures ether cme group bitcoin futures equity index tim mccourt

Ether Futures – Tim McCourt

Play Episode Listen Later Feb 8, 2021 26:31

Topics: Ether Futures. Growth of Crypto Futures at CME Group. Ether Futures Product Specs. January’s record month in Bitcoin Futures. Guest: Tim McCourtGlobal Head of Equity Index & Alternative Products at CME Group. Download my Trading Instincts e-book! If you enjoyed this interview be sure to listen to these other episodes: Social Media As A […]

growth futures ether cme group bitcoin futures equity index tim mccourt

January 23, 2021 Market Commentary/Equity Index Annuities

annuity market commentary equity index

Play Episode Listen Later Jan 25, 2021 81:02

Equity Index Annuities

annuity market commentary equity index

Play Episode Listen Later Jan 24, 2021 81:02

January 23, 2021 Market Commentary/

PODCAST: Analysts Pick ESG Stocks to Buy!

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Dec 18, 2020 18:29

ESG stocks to buy! According to analysts. These include: AES, Aptiv, LG Chem, LONGi Green Energy Technology, Siemens Energy, Infineon, Covestro, Deere, CJ Cheiljedang, Bluestar Adisseo, Ball Corp, SCG Packaging, Bureau Veritas, Verisk, Brookfield Renewable, First Solar, NextEra Energy, SolarEdge Technologies, Acuity Brands, Inc., United Rentals, Inc., Rockwell Automation, Inc, Union Pacific Corporation, and more PODCAST: Analysts Pick ESG Stocks to Buy! Transcript & Links, Episode 47, December 18, 2020 Hello, Ron Robins here. Welcome to podcast episode 47 published on December 18, titled “Analysts: ESG Stocks to Buy!”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1. Analysts: ESG Stocks to Buy! First, we start with a big list titled 15 Stocks to Buy as the ESG Investing Boom Continues Into 2021 by Callum Keown. It appeared on the barrons.com site. Quote “The sustainable and ESG investing revolution is set to continue in 2021, with investors looking for the next wave of opportunities, Morgan Stanley strategists said, as they revealed the 15 stocks to buy… In Europe ... they chose energy-technology company Siemens Energy for its exposure to renewables and gas, as well as German chip maker Infineon, given its ‘commanding position in power semiconductors’ used in electric vehicles. Germany’s Covestro also featured as a leading producer of rigid foams used as insulation in buildings and increasingly in electric vehicles. In the U.S. ... they liked global-energy company AES, citing its transformation in developing renewables and storage, and automobile-parts company Aptiv for its growing focus on electric vehicles. In Asia they selected electric-vehicle-battery manufacturer LG Chem and solar wafer producer LONGi Green Energy Technology. Sustainable consumption The strategists also picked five stocks relating to sustainable consumption, with governments turning their attention to food and agriculture. Their picks included agricultural equipment manufacturer Deere, South Korean food company CJ Cheiljedang, and China’s Bluestar Adisseo for its products providing nutritional solutions for animal feed. Aluminium-beverage-can producer Ball Corp and Thailand’s SCG Packaging also made the list, offering alternatives to single-use plastics and packaging. Finally, they highlighted three stocks as a way of playing the overall structural growth theme of sustainability and ESG—asset manager Amundi, testing and inspection specialists Bureau Veritas, and U.S. data analytics company Verisk for its climate-data offering.” End quotes. ------------------------------------------------------------- 2. Analysts: ESG Stocks to Buy! Our next article continues with the alternative energy stock theme. It’s titled Got $5,000? Here Are 5 Energy Stocks to Buy and Hold for the Long Term. Matthew DiLallo, the article’s author, says these companies are leaders in the energy transition. It was on The Motley Fool site. He says the following about his picks. Quote: “1) Atlantica Sustainable Infrastructure (NASDAQ: AY) … owns a globally diversified portfolio of infrastructure assets backed by long-term, fixed-rate contracts that supply it with predictable income. The company currently gets 69% of its cash flow from renewable energy assets… Atlantica targets to invest $200 million to $300 million per year to expand its portfolio, which should enable it to steadily increase its high-yielding dividend. 2) Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) … The company is a global leader in operating hydroelectric facilities (64% of its cash flow), which it compliments with fast-growing wind (27%) and solar energy (9%) platforms… The company anticipates increasing its cash flow at a double-digit annual rate through at least 2025, which should support 5% to 9% annual dividend growth. 3) First Solar (NASDAQ: FSLR) … is a leading manufacturer of thin-film solar panels, ideal for utility-scale solar energy projects… With solar panel demand expected to double over the next five years, First Solar is in an ideal position to capture this growth. 4) NextEra Energy (NYSE: NEE) … is the world's top energy producer from the wind and sun… Meanwhile, the company is also an early leader in emerging technologies like battery storage and green hydrogen. Add those factors to its legacy utility operations and 1.9%-yielding dividend, and NextEra is one of the lowest risk ways to invest in the future of energy. 5) SolarEdge Technologies (NASDAQ: SEDG) … makes power optimizers and inverters that help lower the cost of energy produced by solar panels… With a cash-rich balance sheet, SolarEdge has the financial flexibility to continue expanding so that it can stay ahead of the technological curve and capture a sizable portion of this growth.” End quotes. ------------------------------------------------------------- 3. Analysts: ESG Stocks to Buy! For most ethical and sustainable investors, many infrastructure stocks would qualify as investments. And given the prospect of massive infrastructure spending planned by governments globally, it might be worth considering some of these companies. Here’s an article titled 12 Best Infrastructure Stocks to Buy Now that might assist you. It’s written by Ma’k Almario and appeared on the Yahoo! Finance site. Mr. Almario says, “These are the most popular infrastructure stocks among the 800+ hedge funds tracked by Insider Monkey.” I’ll mention a company and then provide a brief quote from him on each one. Working towards the number one spot, we start with… “12) Fastenal Company (NASDAQ: FAST) Fastenal Company is an industrial distributor based in Minnesota. The company markets industrial, safety, and construction supplies at the same time inventory management, manufacturing, and tool repair… 11) Acuity Brands, Inc. (NYSE: AYI) The company manufactures innovative lighting products, controls, software, and services… Acuity Brands is one of the 10 new stocks billionaire Ken Fisher just bought. 10) Martin Marietta Materials (NYSE: MLM) … is one of the leading suppliers of building materials, including aggregates, cement, and heavy materials. 9) Aecom (NYSE: ACM) … is one of the top infrastructure firms in the world. 8) United Rentals, Inc. (NYSE: URI) United Rentals, Inc. is one of the world’s largest equipment rental companies… [it’s] a relatively popular stock among hedge funds, but hedge funds have been taking some chips off the table throughout 2020. 7) HD Supply Holdings, Inc. (NASDAQ: HDS) … is an industrial distributor in North America… Unfortunately, it may be a bit late to buy this stock now. Recently, The Home Depot, Inc… announced its acquisition of HD Supply Holdings in an all-cash deal for all common stock at $56 per share. The acquisition is expected to be completed on January 31, 2021. 6) Vulcan Materials Co. (NYSE: VMC) The company is engaged in the manufacturing of construction materials, gravel, crushed stone, and sand. 5) Rockwell Automation, Inc (NYSE: ROK) … provides industrial automation and information technology. 4) Norfolk Southern Corporation (NYSE: NSC) Norfolk Southern Corporation is one of the nation’s premier transportation companies with headquarters located in Atlanta, Georgia. 3) Kansas City Southern (NYSE: KSU) Kansas City Southern is a Delaware-registered transportation holding company with railroad investments in the United States, Mexico, and Panama. 2) CSX Corporation (NASDAQ: CSX) CSX Corporation is an American holding company focused on rail transportation and real estate in North America. 1) Union Pacific Corporation (NYSE: UNP) … is the best infrastructure stock to buy now. The company is a freight-hauling railroad that operated 8,300 locomotives over 32,300 miles.” End quotes. ------------------------------------------------------------- 4. Analysts: ESG Stocks to Buy! Now, this is an interesting new sustainable equity ETF. It’s covered in an article by Aaron Neuwirth titled J.P. Morgan Launches Carbon Transition Equity ETF, JCTR. It appeared on etfdb.com. Here are some key quotes from Mr. Neuwirth. “The fund will track the JPMorgan Asset Management Carbon Transition U.S. Equity Index, built to achieve a meaningful reduction in carbon intensity without relying on exclusions or sector deviations. JCTR will seek to offer investors at least 30% less carbon intensity than the Russell 1000 index.” This article originally appeared on ETFTrends.com.” End quotes. ------------------------------------------------------------- Robeco launches two climate-focused fixed income strategies Now to some exciting new fixed income entrants. They are reviewed in an article titled Robeco launches two climate-focused fixed income strategies. It’s published on theasset.com site. Quote “Asset manager Robeco has launched two climate-focused fixed income strategies, the first of their kind to be fully compliant with the European Union’s benchmark regulation for Paris-aligned investments. These are RobecoSAM Climate Global Credits and RobecoSAM Climate Global Bonds. RobecoSAM Climate Global Credits invests globally in corporate bonds with explicit climate targets that contribute to the goals of the Paris Agreement… RobecoSAM Climate Global Bonds comprises a global aggregate portfolio of fixed income assets. The strategy aims for a lower carbon footprint relative to the global investment grade bond universe and an average of at least 7% decarbonization per annum, while outperforming its Paris-aware benchmark.” End quotes. ------------------------------------------------------------- End Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Analysts: ESG Stocks to Buy!” To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let’s promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Now, I’m likely taking a break over the holidays so my next podcast might not be until January 15, 2021! So, stay tuned! Though these are difficult times, I do hope you have a joyous and restful holiday. Bye for now. © 2020 Ron Robins, Investing for the Soul.

POLICY AND PRACTICE - How can the development sector become more equitable?

UCL Political Science Events

Play Episode Listen Later Nov 20, 2020 74:31

Speakers:Lorriann Robinson is the founder and Director of The Advocacy Team, a consultancy practice providing policy, advocacy & campaigning services to international organisations. She is the co-founding partner of and advocacy lead for The Equity Index.Alex Martins is an independent researcher, facilitator and advocate passionate about creating a more equitable international development sector. She is the co-founder and research lead for The Equity Index.Chair: Professor Jennifer Hudson

director practice development policy sector equitable equity index

November 7, 2020 Why Gridlock in Washington is Good For Stocks/Regulatory Action Against San Antonio Adviser/Equity Index Annuities

washington action san antonio stocks regulatory adviser annuity gridlock equity index

Play Episode Listen Later Nov 7, 2020 81:19

August 15, 2020 Market Commentary/Emotional Investing/Equity Index Annuities

investing emotional annuity market commentary equity index

Play Episode Listen Later Aug 17, 2020 80:57

Intergenerational Equity Index explained

Actuaries Institute Podcast

Play Episode Listen Later Aug 13, 2020 24:44

TRANSCRIPT: https://actuaries.logicaldoc.cloud/download-ticket?ticketId=ca083199-983b-4524-a4e4-cc98eaf45552DESCRIPTION: Monday 17 August 2020 saw the launch of the Australian Actuaries Intergenerational Equity Index (AAIEI), commissioned by the Actuaries Institute and written by three Taylor Fry staff (Ramona Meyricke, Laura Dixie Hugh Miller).The Green Paper, 'Mind the gap – The Australian Actuaries Intergenerational Equity Index', and the interactive index are both available at the Actuaries Institute webpage. They represent an important contribution to the debate about how to treat generations ‘fairly’ by examining structural factors that have been changing over time.The index itself tracks a wealth and wellbeing score of three distinct age groups over time, using over 20 indicators drawn from six domains (economic & fiscal, housing, health & disability, social, education and environment) with the overall absolute index results shown below.ABOUT THE ACTUARIES INSTITUTE:As the sole professional body for Members in Australia and overseas, the Actuaries Institute represents the interests of the profession to government, business and the community. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems.This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance and health financing.Find out more about actuarieshttps://www.actuaries.asn.auFollow the Institute of Actuaries on our social channels;LinkedIn: https://www.linkedin.com/company/792645/Facebook: https://www.facebook.com/pages/Actuaries-Institute/183337668450632Instagram: https://www.instagram.com/ActuariesInstTwitter: https://www.twitter.com/ActuariesInst

australia mind institute intergenerational actuaries green paper equity index actuaries institute

Intergenerational Equity Index explained

Actuaries Institute Podcast

Play Episode Listen Later Aug 13, 2020 24:44

TRANSCRIPT: https://actuaries.logicaldoc.cloud/download-ticket?ticketId=ca083199-983b-4524-a4e4-cc98eaf45552DESCRIPTION: Monday 17 August 2020 saw the launch of the Australian Actuaries Intergenerational Equity Index (AAIEI), commissioned by the Actuaries Institute and written by three Taylor Fry staff (Ramona Meyricke, Laura Dixie and Hugh Miller).The Green Paper, 'Mind the gap – The Australian Actuaries Intergenerational Equity Index', and the interactive index are both available at the Actuaries Institute webpage. They represent an important contribution to the debate about how to treat generations ‘fairly’ by examining structural factors that have been changing over time.The index itself tracks a wealth and wellbeing score of three distinct age groups over time, using over 20 indicators drawn from six domains (economic & fiscal, housing, health & disability, social, education and environment) with the overall absolute index results shown below.ABOUT THE ACTUARIES INSTITUTE:As the sole professional body for Members in Australia and overseas, the Actuaries Institute represents the interests of the profession to government, business and the community. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems.This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance and health financing.Find out more about actuarieshttps://www.actuaries.asn.auFollow the Institute of Actuaries on our social channels;LinkedIn: https://www.linkedin.com/company/792645/Facebook: https://www.facebook.com/pages/Actuaries-Institute/183337668450632Instagram: https://www.instagram.com/ActuariesInstTwitter: https://www.twitter.com/ActuariesInst

australia mind institute intergenerational actuaries green paper equity index hugh miller actuaries institute

Uncovering Hidden Risk in Your Equity Index Fund

Smart Money Insights

Play Episode Listen Later Aug 6, 2020 9:35

It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.

risk hidden uncovering s p index funds equity index

June 13, 2020 Pandemic Hurts Retirement Assets/Equity Index Annuities

pandemic retirement hurts assets annuity equity index

Play Episode Listen Later Jun 15, 2020 80:53

Money and Me: Singtel's fourth quarter profits, SGX and the MSCI equity index, silver and Singapore investment plays

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later May 27, 2020 25:51

Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the breakdown of Singtel's fourth quarter , Mike Pompei's statement that Hong Kong is "no longer autonomous", the SGX's relationship with the MSCI equity index futures and options contracts and the 33 billion SGD Fortitude Budget.

money hong kong investment singapore silver plays profits chief strategy officer fourth quarter msci sgx singtel michelle martin equity index

Ep. 08: Buses and Trains in Pandemic Mode (Tom Mills)

Seismic Airwaves

Play Episode Listen Later May 19, 2020 55:29

In collaboration with the Young Professionals in Transportation, Tom Mills from TriMet, Portland's transportation agency, provides a window into questions public transit providers are dealing with right now: How to balance providing service in the present with the need to fund future service? Which routes should be modified, and how? Tom discusses how TriMet has gone about reducing bus service while upholding the mission of the public transit agency. He explains how TriMet's Equity Index has been used in this process and provides insight into other adjustments in staffing, cleaning, and planning. Technical level: 4/5 Fear Factor: 0/5

pandemic portland technical transportation trains buses young professionals trimet tom mills equity index

April 4, 2020 Market Commentary/Equity Index Annuity Education

education annuity market commentary equity index

Play Episode Listen Later Apr 4, 2020 80:44

Regulator approves Kenya's stock Exchange to offer derivatives

Kenyan Wallstreet

Play Episode Listen Later May 31, 2019 0:40

NSE will offer Equity single stock futures and Equity Index futures

offer equity regulators approves derivatives stock exchange nse equity index

The Micros are Here – Tim McCourt

Play Episode Listen Later May 14, 2019 26:05

Listen on —> iTunes Listen on —> SoundCloud Topics: The Launch of the Micros Micro Stats Compared to E-mini’s Micros vs ETF’s Exchange Fees & Specs How & Why Micros were Developed Guest: Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Record Date: 5/7/19 Tim McCourt’s Resources: Twitter Website If you enjoyed […]

etf micros equity index anthony crudele tim mccourt

The Micros are Here – Tim McCourt

Retirement Secrets with Patrick McNally

Play Episode Listen Later May 14, 2019 26:05

Listen on —> iTunes Listen on —> SoundCloud Topics: The Launch of the Micros Micro Stats Compared to E-mini’s Micros vs ETF’s Exchange Fees & Specs How & Why Micros were Developed Guest: Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Record Date: 5/7/19 Tim McCourt’s Resources: Twitter Website If you enjoyed […]

etf micros equity index anthony crudele tim mccourt

What is An Equity Index Annuity?

Play Episode Listen Later Apr 22, 2019 15:42

Annuity.... That could be a bad word depending on what you've heard about them. True, annuities can be confusing and many people have been burned by jerky salespeople. However, that doesn't mean all annuities are bad... it just depends on what they are used for. When structured appropriately they can provide a source of guaranteed income, much like a pension. On this episode I'll be focusing on one of the main four types of annuities... the "Equity Index Annuity". “Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.” Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com You can also find lots of resources at www.RetirementLifestylesAdvisors.com Connect with Patrick online through all of the social media links below: Facebook: www.facebook.com/RetirementLifestylesAdvisors/ Instagram: www.instagram.com/retirement_lifestyles_advisors/ Twitter: www.twitter.com/thepmcnally Disclosures Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients. Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States. Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved. Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

united states safe financial consistent asset charts predictable annuity social security administration free call equity index

40: Integrating ESG into a factor portfolio

LGIM Talks

Play Episode Listen Later Mar 27, 2019 25:11

As record numbers look to integrate sustainable investment considerations into their portfolios, it comes as no surprise that the world of factor-based investing is not immune. According to a 2018 survey conducted by FTSE Russell, 55% of factor investors are looking to incorporate environmental, social and governance (ESG) company analysis but as yet, there’s been no well-defined blueprint as to how this can be comprehensively achieved. Joining Eliza are Adam Willis and Dave Barron to discuss the ins and outs of factor index construction and how schemes are building their factor portfolios to not only potentially outperform traditional market-cap index trackers but also integrate ESG analysis simultaneously. David’s article “Responsible investing: factor friend or foe?” is available here: http://www.lgim.com/uk/en/insights/our-thinking/market-insights/responsible-investing-factor-friend-or-foe.html • David Barron, Head of Equity Index • Adam Willis, Head of Index and Multi-Asset Distribution • Eliza Grimond, Investment Writer We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

head england legal register factor responsible esg integrating index financial conduct authority ftse russell david barron general investment management equity index adam willis

Beyond the Charts – FIA Boca with Blu Putnam, Kirsten Wegner, Tim McCourt, Jim Downs

Play Episode Listen Later Mar 18, 2019 40:59

Guests: (4) Blu Putnam Chief Economist & Managing Director CME Group Kirsten Wegner CEO Modern Markets Initiative Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Jim Downs CEO Connamara Systems Listen on —> iTunes Listen on —> SoundCloud Topics: The Fed Financial Transaction Tax Micro E-mini S&P, Nasdaq, Dow & Russell Custom […]

downs nasdaq charts dow putnam wegner equity index anthony crudele tim mccourt fia boca

Beyond the Charts – FIA Boca with Blu Putnam, Kirsten Wegner, Tim McCourt, Jim Downs