Podcasts about equity strategies

In this episode, Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.

Daniel talks about the latest FOMC meeting and its implications on asset classes. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Markets await clarity on US involvement in the Middle East conflict. The US Federal Reserve holds rates steady, citing inflation and tariff uncertainty. US bank stocks rise on deregulation hopes, while crypto stocks surge after stablecoin legislation passes. The Swiss National Bank will be the first major central bank to lower interest rates to 0% today. Norbert Rücker, Head of Economics and Next Generation Research, provides our latest views on the oil market amid the war in the Middle East. Mathieu Racheter, Head of Equity Strategy, talks about two interesting markets amid all the uncertainty: Swiss mid-caps and Indian stocks.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:31) - Markets wrap-up: Mike Rauber, Investment Writing (05:17) - Oil: Norbert Rücker, Head of Economics & Next Generation Research (09:30) - Equity markets: Mathieu Racheter, Head of Equity Strategy (13:32) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel talks how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country's equity market.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.

Daniel discusses the geopolitical influence on oil prices, and what that means in the broader portfolio context. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government bonds 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.

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management 4. Michael Graham, CFA, Research Analyst at Polen Capital*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Daniel discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds.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.

Daniel talks about what investors can do to help mitigate the risk of USD weaknessSpeaker: - 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.

US-China trade talks continue to progress positively and may conclude soon, but have still yet to reach an agreement. Optimism among investors has led to stock markets in the Asia-Pacific region rallying today, with tech stocks in particular leading the charge. Also on today's podcast, we are joined by Mathieu Racheter, Head of Equity Strategy, who provides us with an update on equity markets and offers his outlook for how investors should position themselves for the rest of the year.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:55) - Markets wrap-up: Jonti Warris, Investment Writing (06:32) - Equity markets update: Mathieu Racheter, Head of Equity Strategy (10:34) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into the US.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.

Daniel discusses the solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the USD's increasing pro-cyclicality, and the JPY's rising role in safe-haven demand.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.

Daniel discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US TreasuriesSpeaker: - 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.

The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day'. Yesterday, equity markets rose, fuelled by a surprise fall of inflation in Europe, good labour market data in the US, a perceived easing of trade tensions and some AI chips-excitement following Meta's energy deal. Dario Messi, Head of Fixed Income Research, joins us to share his views on where yields go and Mathieu Racheter, Head of Equity Strategy Research, speaks about the point at which yield levels start to trouble equity markets.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing (06:34) - Bond Market update: Dario Messi, Head of Fixed Income Research (11:18) - Equity strategy update: Mathieu Racheter, Head of Equity Strategy (15:33) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-termSpeaker: - 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.

Daniel discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors should position themselves.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.

Daniel discusses the near-term outlook for US equities, and what are the key drivers for the longer-term.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.

Daniel discusses possible implications from rising JGB yields and the strength in JPY against the USD.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.

Daniel outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold rally.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.

Send us a message!In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places.Ken shares insights from his experience at Parnassus, WCM Investment Management, and Dodge & Cox, covering everything from managing risk in international markets to integrating sustainability principles without compromising returns. Listeners will gain valuable context on how to navigate today's geopolitical and economic challenges while maintaining a long-term perspective.Whether you're an international equity enthusiast, a values-driven investor, or simply want to learn from a seasoned global strategist, this episode offers clarity and conviction in an increasingly complex investing environment. If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Daniel discusses what comes after the “low hanging fruit” recovery, and what it means for fixed incomeSpeaker: - 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.

Daniel discusses why the Hang Seng Index is primed for a pullback, and why we would be buying the dip.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.

Daniel discusses Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

While European equities had another strong day yesterday, US equities took a breather following an impressive rally from their April lows. US Treasury yields near recent highs, along with the fiscal situation in the US, remain concerns for investors and weigh on sentiment and the dollar. A report about a potential attack by Israel on Iran's nuclear facilities supported flows into traditional safe-haven assets such as the Swiss franc, the yen, and gold. Dario Messi, Head of Fixed Income Research, talks about the recent rating downgrade of the US by Moody's and about the investment implications of the US fiscal situation. Mathieu Racheter, Head of Equity Strategy, discusses what that means for equity investors and why they should think more globally.00:00 Introduction: Bernadette Anderko, Investment Writing00:27 Markets wrap-up: Jan Bopp, Investment Writing05:16 Impact of Moody's downgrade: Dario Messi, Head of Fixed Income Research08:51 The outlook for developed-market equities: Mathieu Racheter, Head of Equity Strategy13:25 Closing remarks: Bernadette Anderko, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel discusses the history of "post-drawdown" equity market rallies, what were the common features, how the current rally compares, and where can we expect profit-taking. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel discusses the peace deal that Trump is trying to broker - a ceasefire between Russia and Ukraine - the chances of this going through, and the market implications. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Send us a textIn this episode, we discuss the growing opportunities emerging from the wave of baby boomers retiring and selling their businesses. The conversation focuses on how multifamily offices specialize in tax planning, exit planning, and alternative investments to help families redeploy capital after years of building and growing their wealth.We explore the shift away from public market investments and the increasing appeal of the lower middle market in private equity. With valuations significantly lower than those in the public markets, companies with strong cash flow and growth potential are proving to be compelling investment opportunities. The episode also highlights how firms source deals through strategic partnerships with specialists in sectors like defense, cybersecurity, and AI, offering clients access to diversified investment opportunities that would typically require much larger capital.Tune in for valuable insights into alternative investing, private equity strategies, and how multifamily offices are navigating the evolving landscape of family wealth management.

Zachary J. Gallin joins Ethics Talk to discuss his article, coauthored with Dr Emily L. Xu: “Private Equity Strategies in Nonprofit Health Care.”  Recorded February 12, 2025.  Read the full article for free at JournalOfEthics.org

Daniel talks about why making peace deals is the next step and an important part of Trump's plans, and what to expect next for the trade deals. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel discusses the latest US CPI figure, how this will keep the Fed watching, and why markets are edging higher.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.

US markets rallied on the back of a US-China trade truce and lower-than-expected inflation data, easing recession concerns and boosting equities. The S&P 500 and Nasdaq 100 indices rose, driven by gains in tech stocks, such as Nvidia and AMD, following a major semiconductor deal with a Saudi Arabian AI firm. In Asia, Hong Kong's market gained ground following strong earnings from JD.com, whereas Japan's Nikkei 225 experienced a slight decline after a 13-day uptrend. Looking ahead, European shares are poised to open flat, building on the previous day's positive session, which was fuelled by improved sentiment in Germany and a record high for the DAX. Mathieu Racheter, Head of Equity Strategy, observes that Q1 earnings have exceeded expectations, but companies are issuing cautious guidance due to reduced visibility on the economic outlook.00:00 Introduction: Bernadette Anderko, Investment Writing00:27 Markets wrap-up: Mike Rauber, Investment Writing06:47 Earnings/Equity Market update: Mathieu Racheter, Head of Equity Strategy11:08 Closing remarks: Bernadette Anderko, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel continues the discussion on USD – through positioning, historical context, assessment of whether we are in structural bear-market, and diversification demand.  Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the weakness in USD year-to-date, the change in macro factors and how investors should be approaching Fx.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.

Daniel talks about the latest round of Chinese stimulus, the FOMC decision and the key areas to be watching out for in the near future.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.

Adam Crisafulli of Vital Knowledge and Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, break down the market action after the Fed left rates unchanged and a fresh wave of earnings. ARM and Skyworks report as semis stay in focus. Fed deep-dive with BNY Investments' Vincent Reinhart and Jefferies' David Zervos after fresh commentary from Fed Chair Powell. Jon Breaking down ARM's quarter with Benchmark analyst Cody Acree. Our Sara Eisen has an exclusive interview with Citadel CEO Ken Griffin on the markets, monetary policy, and Trump vs. Harvard. 

Daniel discusses the flow dynamics in US equities, and how investors may position themselves around current trends.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.

Daniel discusses how the markets has been giving priority to “de-escalation” in trade tensions, what this means for bond markets, and where are the opportunities.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.

Daniel talks about the investment implications of the recent fine-tuning of Trump's stance on trade.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.

Donald Trump and his policies remain a key focus for investors, particularly today as he reaches his 100th day in office. Yesterday, Trump signed orders aimed at easing the pressure on carmakers, whilst Commerce Secretary Howard Lutnick hinted that the US has secured a trade deal with an unnamed country, prompting a rise in US shares. Meanwhile, US Treasury yields have fallen for a seventh consecutive day, driven by weak economic data that has fuelled speculation the Federal Reserve may cut interest rates to avoid a recession. Overnight, macroeconomic data from China and Japan was released, with both countries reporting lower-than-expected figures, suggesting early signs of damage from the ongoing trade war. A closer look at individual company reports reveals a mixed picture during this earnings season. To provide further insight into this complex earnings landscape, our Head of Equity Strategy, Mathieu Racheter, joins our show today.00:00 Introduction: Roman Canziani, Head of Investment Writing00:38 Markets wrap-up: Lucija Caculovic, Investment Writing07:38 Q1 earnings season update: Mathieu Racheter, Head of Equity Strategy11:58 Closing remarks: Roman Canziani, Head of Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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Daniel discusses the latest set of healthy Chinese data, why Chinese equities subsequently fell, and how investors can consider positioning themselvesSpeaker: - 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.

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Kyle DeTullio, ETF Capital Markets Specialist, Thrivent Asset Management3. John Spears, Managing Director Tweedy, Browne 4. Kevin Kelly, Founder & CEO, Kelly Intelligence *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Daniel discusses the drivers of CNY, China's balancing act between offsetting the impact of US tariffs and its relationship with its trading partners in the rest of the world. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses our outlook for the two safe haven currencies - JPY and CHF. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the different scenarios that may develop in the US markets, and what investors should consider. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses possible reasons behind the sharp development in the tariff-saga, and what investors may consider doing at this stage. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

"I like to say when software writes software, innovation becomes exponential. And I think we've never lived through exponential innovation as a society." Alger Portfolio Manager Dr. Ankur Crawford discusses the Concentrated Equity strategy and how it may provide investors with a direct conduit to Alger's highest conviction ideas on the theme of innovation.

In this episode of Behind The Numbers With Dave Bookbinder, Dave visits with Claire Milligan, CEO and co-founder of Aimably, to explore the complexities of private equity ownership. Claire shares her personal journey in the private equity landscape, highlighting the unique challenges and opportunities companies encounter when transitioning from venture capital to private equity. Throughout the conversation, Claire provides practical insights into value creation under private equity ownership. She discusses crucial strategies for managing cloud costs and the delicate balance between pursuing growth and ensuring profitability. Claire emphasizes the importance of financial literacy and understanding key performance metrics as essential tools for thriving in a private equity environment. In addition, Claire offers a fresh perspective on safeguarding teams amidst the evolving dynamics of private equity. She underscores the significance of adapting leadership strategies to foster success in this competitive arena. Whether you're a business owner navigating growth phases or an aspiring leader in the tech industry, this episode offers actionable advice to navigate the intricate demands of private equity ownership. Tune in to gain valuable insights and strategies from Claire Milligan and Aimably's journey. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Claire Milligan: Claire Milligan thrives on distilling complex problems down to their core issues — and turning these pragmatic findings into groundbreaking solutions. She started her career as a software designer and worked her way up to leading business unit strategy at Emburse, a company backed by private equity. Now, as the CEO and Co-Founder of Aimably, she helps technology companies save money by making better decisions about their cloud spending. With her mix of technical know-how, business experience, and a passion for helping others, she brings valuable insights to any conversation about business growth and smart spending.   About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.   Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.   He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.