Podcasts about Investment management

Frühes Investieren kann ein finanzielles Polster für Kosten wie Ausbildung oder Führerschein schaffen. Der Zinseszinseffekt lässt kleine, regelmäßige Beiträge erheblich wachsen und finanziert so zukünftige Ziele und Wünsche. Machen Kinderkonten also Sinn? „Wir wollen Geldanlage einfach und günstig machen - mit den Kinderkonten auch für die Kleinsten. Eltern können den Grundstein für eine erfolgreiche, langfristige Zukunft legen. Die Eröffnung ist digital. Man kann als Elternteil für sein Kind ansparen oder neu mit den Kinderdepots auch auf den Namen des Kindes anlegen, was gewisse steuerliche Vorteile mit sich bringt. Aber das Geld ist dann auch Eigentum des Kindes", so Jannik Klasing (Head of Investment Management bei Scalable Capital). Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch auf dem Börsentag Hamburg und auf https://inside-wirtschaft.de und https://de.scalable.capital

Ahead of November's COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? Can investors look forward to new pledges on topics such as climate financing for developing countries?For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Bryan Staff, Co-Founder and Managing Partner of Merchant Investment Management, joins Bilal Little to discuss how the firm is empowering advisors through independence, innovation, and scale. He explains how Merchant's model enables wealth managers to create and manage their own ETFs, blending institutional capabilities with entrepreneurial flexibility. Staff highlights how technology, customization, and education are driving advisor adoption and transforming client engagement. He also shares how Merchant is bridging the gap between asset management and advisory services to deliver more personalized investment solutions.

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadia Grant, Head of Global Equities, talks Chief Market Strategist Daniel Morris through these megatrends.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Ropes & Gray's Fully Invested podcast series, asset management partner Jessica Marlin and capital markets counsel Marc Rotter discuss the rise of ‘34 Act funds and what sets them apart in today's investment landscape. The conversation explores how these unique vehicles are expanding opportunities for asset managers and investors, and delves into the regulatory and structural features that distinguish them from traditional private funds. The episode provides insight into current market trends and practical considerations for sponsors and investors evaluating ‘34 Act fund structures, along with analysis of the broader impact these funds may have on the future of alternative investments.  Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.  

In This Episode:Why Treasuries are having their strongest October in years.The significance of the negative stock–bond correlation and what it signals for portfolios.Inflation and labor market trends supporting potential Fed rate cuts.How gold, palladium, and other metals fit into a late-cycle allocation.Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.Why loose financial conditions continue to support speculation — and how we're positioning for the next phase of the cycle.Resources & Links:Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means involving a wide range of parties including asset owners and policymakers. Jane Ambachtsheer, Global Head of Sustainability, talks to Daniel Morris, Chief Market Strategist, about the significance of this meeting, the PRI advocacy network and its principles for responsible investment, and what investors can expect from the PRI in Person in Sao Paulo, Brazil on 4 - 6 November 2025.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode:Key findings from the Q3 2025 Market Intelligence ReportWhy asset dispersion is narrowing and what that means for diversificationWhere our models see strength—select metals, emerging markets, and durationThe implications of a neutral dollar and extended U.S. equitiesHow we're positioning portfolios for selective exposure and flexibilityReferenced in this episode:Dantes Outlook Market Intelligence Report (Q3 2025)Substack: https://dantesoutlook.substack.comLearn more: https://dantesoutlook.com 

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Wall Street's creativity knows no bounds, especially when it comes to selling safety or income. In this episode, Greg revisits Warren Buffett's timeless wisdom to uncover who's “swimming naked” in today's market. Drawing on Rob Arnott and Edward McQuarrie's recent CFA research on risk and investor psychology, he explains how both fear of loss and fear of missing out drive market behavior far more than models admit. Greg dissects several headline-grabbing products, from “high income” S&P 500 ETFs and 77% yielding Nvidia options funds to the Dual Directional Buffer ETF and the “Magnificent Seven Snowball,” revealing how they offer the illusion of safety or income while eroding long-term returns. He closes with a Buffett-style case study on Occidental Petroleum and Berkshire Hathaway's recent deal, underscoring the power of simple, steady cash flow over engineered complexity.As Leonardo da Vinci said, “Simplicity is the ultimate sophistication,” and it is also one of the surest ways to compound wealth. Topics Covered[00:00:41] – Who's swimming naked? The illusion of risk-free returns [00:02:31] – Understanding risk and fear in markets: Rob Arnott's research [00:06:22] – How fear of loss and FOMO distort risk premiums [00:09:19] – The rise of high-income ETFs: chasing yield in disguise [00:12:32] – The Nvidia ($NVDA) income strategy ETF: 77% yield, but at what cost? [00:16:09] – Dual Directional Buffer ETF: the illusion of protection [00:21:14] – The “Mag 7 Snowball” structured note: Wall Street's creative packaging [00:25:47] – Why these structures guarantee Wall Street wins [00:26:45] – Buffett, Occidental ($OXY), and the value of consistent cash flow [00:32:20] – Simplicity, cash flow, and the sophistication of staying patient For more on dividend growth investing or to request a free portfolio review, email dcm.team@growmydollar.com. Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.Send us a textDisclaimer: This discussion is for educational purposes only and not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-traded funds. Thematically, defence has remained in the lead, closely followed by artificial intelligence.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice, discuss collective investment trusts (CITs) as a compelling strategy for raising and investing money for asset managers. Due to their potential to tap into large sums of retirement assets, we expect CITs to continue growing in importance and sophistication in the coming years, especially in light of President Trump's support for expanding 401(k) and defined contribution plan access to alternative investments. Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.  

Topics Covered:– Introduction: A new perspective from Riyadh and Dubai– First impressions of the Middle East's financial centers– Inside the CMT Global Investment Summit: sentiment, structure, and surprises– Regional vs. U.S. focus: where investors see opportunity– The Dantes Outlook framework: mapping the market and business cycles– Challenging assumptions about the Middle East's global role– Key insights investors should be watchingVisit us at DantesOutlook.com 

In this episode, AQR Capital Management co-founder Cliff Asness opens up about his path from math prodigy to one of the most influential voices in quantitative investing. Known for his sharp wit and candid opinions, Asness discusses his political views, worries about today’s polarized climate, and how AI is reshaping the future of work. He also shares hard-earned wisdom for young professionals—why passion beats trend-chasing, and the small, practical habits that drive lasting success and personal growth. The Karol Markowicz Show is part of the Clay Travis & Buck Sexton Podcast Network - new episodes debut every Tuesday & Thursday.See omnystudio.com/listener for privacy information.

James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets. Global bond markets are vast, composed of segments ranging from US mortgage-backed securities to emerging market debt, forgetting sovereign bonds, currencies and corporate debt.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Management Australia. Helen explores the real story behind Australia's credit markets and where change sparks new opportunities for advisers and investors. Get insight on: How APRA's phase-out of hybrids and the shift to Tier 2 capital are changing liquidity, pricing, risk, and yield in Australian credit markets Why credit is now preferred over equities for stable income, lower volatility, and capital preservation How Australia's strong economy, bond yields, and rate cuts are creating new opportunities in fixed income and credit The rise of private credit and commercial real estate lending, and the importance of liquidity, diversification, and regulatory scrutiny for robust portfolios

James Fletcher is the founder of Ethos Investment Management, based in Salt Lake City. He has over 19 years of investing in Emerging Market and was previously Director and Senior Portfolio Manager of the $1billion EM Small and Mid-cap fund at APG Asset Management. Our conversation starts with the seeds that started James's passion for Emerging Markets – an extended stay in Brazil, where he learned to speak Portuguese and was entirely immersed in the brands and consumer culture of the dynamic country. This led to a hunger to uncover what is less well known about regions under the Emerging Markets umbrella, and we dive in to this – including the unique, research driven, approach that the team takes at Ethos. We also refer to the origins of the name – it defines both their approach to investment management and portfolio construction as well as the ethos of the companies they invest in – companies committed to their mission, with honesty and integrity.We move then another passion – James is also the founder of Young Investors Society (www.yis.org). Young Investors Society has become a leading global Financial Literacy organization teaching financial literacy and long-term investment skills to high-school students in over 1,000 high-schools across the world. We hear about lives changed and the impact felt by giving an opportunity to thousands of young people and about the power of lighting the spark for investing. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

In this episode, host Greg Dowling welcomes Sean Kammann, Equity Portfolio Manager, Partner and Senior Managing Director with Wellington Management to discuss the shifting dynamics of equity markets. While the “Mag 7” stocks have dominated headlines, the conversation focuses on opportunities among smaller-cap stocks. Sean discusses the persistence of the small-cap premium, the potential impact of higher growth, inflation and interest rate changes on smaller versus larger companies, as well as the merits of an equal-weighted small-cap portfolio. The discussion highlights the importance of active management, fundamental research, and global diversification in identifying long-term value across sectors and geographies.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

In this Swift Chat conversation, Marie Swift speaks with Alan Thomson, Founder and Chief Architect of Intervallum Technologies, which specializes in innovative investment solutions, particularly through their flagship product, the CrestCast™ Macro-Aware US Factor Rotation Index, to discuss insights on the future of portfolio management, focusing on access, personalization, tax optimization, and systematic approaches that adapt to real-time macro risk. Thomson introduces CrestCast™, Intervallum's flagship innovation, representing the next evolution of investing – Passive 3.0 – which combines macro regime awareness with disciplined factor rotation to help advisors manage risk, enhance returns, and improve client outcomes. Throughout the conversation, he explains how CrestCast™ acts like a financial Doppler radar, identifying market conditions to adjust portfolios dynamically rather than relying on static strategies. Thomson discusses the challenges investors face with market drawdowns and narrative risk and how a rules-based, adaptive approach can help advisors and clients stay the course with confidence. The conversation also explores the broader evolution of fiduciary management, the role of technology and advanced analytics in investment strategy, and the upcoming availability of CrestCast™ through direct indexing and FMA platforms. Learn more about Alan Thomson and Intervallum Technologies at www.IntervallumTech.com

Executive search veterans David Barrett and Derek Braddock, founders of Braddock Matthews Barrett, share their insights on talent trends and the evolving  landscape in areas as hedge funds,  wealth management and private equity as well as actionable advice to position investment professionals for long-term career success.

Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of the Real Estate Pros Podcast, host Erika speaks with Craig Marquardo, VP of multifamily at VCS, about his journey into property management, the challenges and opportunities in the industry, innovative strategies for adding value to properties, and the importance of building strong relationships with property owners. Craig shares insights from his extensive experience and emphasizes the need for trust and communication in property management.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What are the value propositions of Islamic investment management, and what is driving the strategic development of the Islamic wealth economy? What trends are influencing the development of Islamic investment products in Southeast Asia? Has Islamic asset management been strategically positioned and promoted effectively, and what more could be done? We ask an experienced panel.Moderator:Ismitz Matthew De Alwis, Executive Director and CEO, Kenanga InvestorsPanelists:Mohamad Safri Shahul Hamid, CEO, International Islamic Liquidity Management CorporationMohammad Ashraf Md Radzi, Chief Executive, Lembaga Tabung Angkatan TenteraOliver Agha, Managing Partner, Agha & Co and Columnist, IFN (The Islamic Legal Opinion)Shahariah Shaharudin, President, Saturna MalaysiaSharifatul Hanizah Said Ali, Executive Director, Islamic Capital Market Development, Securities Commission Malaysia

How is AI impacting our jobs, careers, and sense of purpose at work? Who stands to win or lose as the pace of change accelerates? In this episode Helen Beedham chats to Rob Garlick, author, consultant, and former Head of Innovation & Technology at Citi Global Insights, to unpack how artificial intelligence is reshaping opportunities, job quality, and the very skills we need to succeed, whether you're just starting out or a seasoned leader.Together, Helen and Rob explore:⭐️ How AI is already altering job availability, job quality, who's most affected and why graduates and tech workers may be the ‘canaries in the coal mine' for wider workplace shifts;⭐️ The “conditional optimism” case: why AI's full benefits might be realised only after navigating painful disruptions;⭐️ The reality behind the hype around massive productivity gains and job substitution;⭐️ How younger workers are both disadvantaged and empowered by AI, and why older workers may bring stability and ethical oversight through turbulent times;⭐️ Practical strategies for pro-human leadership: upskilling and reskilling with purpose, leveraging AI for augmentation (not just substitution), and creating stability and agency at every career stage.About Rob Garlick:Rob is an Author, Speaker, Consultant and Coach focused on the implications of AI on work and leadership. His experience includes: 1000's of meetings with C-suite and top investors globally; a front row seat for most innovation areas in the last 30 years, publishing over 60 papers on innovation topics; and over 100 talks delivered around the world in recent years on the Future of Work. Rob was promoted to Managing Director at Citibank in 2006, and managed, mentored and coached for 20+ years.With over 30 years of experience in Investment Banking and Fund Management, Robs' roles included: Head of Innovation & Technology at Citi Global Insights; Head of Citi Research EMEA, leading the team's (of c.200) rise in the Institutional Investor surveys, from: #7 to #1 in UK, #9 to #2 in Western European, and #7 to #1 globally; Global Product Head at Citi Research; Head of Citi's US Equity Sales desk; TMT sales; Fund Manager. Rob passed the AIIMR (Associate of the Institute of Investment Management & Research) as a prize-winner in Interpretation of Accounts & Corporate Finance. Among other qualifications, Rob holds a BSc (Econ) degree in Accounting and Management, an MSc in Coaching and Behavioural Change and is a qualified Executive Coach. Links:Visit Helen's website www.helenbeedham.com.Check out Helen's award-winning business book: The Future of Time: how 're-working' time can help you boost productivity, diversity and wellbeing.Leave a book review on Amazon here.Get in touch about Helen's Time-Intelligent Teams workshops or view/download a flier here.Join her mailing list here.What does freedom at work mean to you? Take my short survey here.Pre-order my new book People Glue: hold on to your best people by setting them free  (out Jan 2026) and become a book supporter to gain exclusive book-related invitations and offers. Follow Rob Garlick on Linked In here.Loved this episode?  Follow The Business of Being Brilliant, rate and review the show, and share it with friends and colleagues who care about building brighter, fairer workplaces.

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________When a stock's price is falling, its yield is sky-high, and there's plenty of doubt, it looks like a classic value trap. Does it ever make sense for dividend growth investors to walk into that trap? Sometimes, what's under the hood tells a very different story.In Episode 51, Greg revisits UPS ($UPS), a company we last covered years ago but is now back on our radar for entirely new reasons. Rising wages, Amazon contract changes, and global trade tariffs have cut the stock price in half since 2022, sending its dividend yield toward 8%. At first glance, it looks like the market is pricing it for a dividend cut.But step behind the headlines, and the story gets more compelling: UPS continues to post solid margins, generates strong cash flow, and has the scale and efficiency to remain a leader in global logistics. Even if a dividend cut occurs, investors may still come out ahead with sustainable yields and renewed dividend growth potential. Greg breaks down the scenarios, risks, and catalysts that make UPS a compelling story to consider.Topics Covered: [00:03:32] Why UPS looks like a high-yield “problem child” but may still be a dividend growth play[00:06:20] UPS's history: growth in revenue, profits, and dividends since 1999[00:09:58] The “trifecta” of headwinds—union wage hikes, Amazon contract cuts, and tariffs[00:12:36] Comparing UPS vs. FedEx ($FDX), Amazon ($AMZN), USPS, and DHL in market share and profitability[00:19:57] How AI could improve delivery efficiency[00:21:12] Business metrics, profitability, debt profile, and why UPS's financing signals investor confidence[00:25:27] The dividend dilemma: can UPS sustain its payout, or is a cut coming?[00:27:44] Three scenarios: steady dividend, improved valuation, or a cut that resets growth[00:31:47] Long-term catalysts: tariffs, Amazon shifts, and global trade recovery[00:33:37] What research firms (Morningstar, Value Line) are projecting for UPS[00:34:56] Final take: UPS as a value play that still pays you to waitSend us a textDisclaimer: This discussion is for educational purposes only and not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

From Dog Street to Wall Street. It's an annual event co-hosted by the Boehly Center for Excellence in Finance at the William & Mary School of Business and partner organizations on campus. The event introduces students to William & Mary alumni and industry guests who lead sessions and panels on finance, investment and corporate banking, private equity, alternative investments, hedge funds and more. This year's keynote speaker was Austin Camporin, a William & Mary graduate and Senior Portfolio Manager and Head of Special Situations at Magnetar Capital. After interacting with students, he joined us to talk about his investment philosophy, the current market, and approaches that lead to success. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Abdulelah's background and pathway to technical analysisMentorship, the CMT Association, and Riyadh chapter goalsGrowth opportunities in Saudi Arabia and the UAECyclicality, sector exposure, and local vs. global dynamicsUsing relative strength and market breadth in regional analysisAdjusting time frames and macro considerationsVision for growing a regional professional networkLooking ahead to the CMT conferences in Riyadh and DubaiVisit us at www.dantesoutlook.comEmail damanick@dantesoutlook to request a meeting.

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and losers.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Why copper/gold and silver/copper ratios may be sending different signals this cyclePositioning ahead of the FOMC meeting in rates and FXDuration strategy during rate-cutting cyclesActive vs. passive performance in the bond marketElena Zeng on Chinese equities:Hong Kong momentum rebound vs. mainland lagRelative strength of China vs. EM equitiesDomestic liquidity, share buybacks, and foreign inflowsWhy China remains a tactical allocation, not a core holdingVisit us at DantesOutlook.comEmail Damanick@DantesOutlook.com to request a meeting

After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of investors with an appetite for income.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performanceAI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting mostSector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcareDiversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returnsPortfolio Insights:Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%Visit us at www.dantesoutlook.com to learn more.Email damanick@dantesoutlook.com to request a meeting.

Building Wealth Through Personalized Investment Management Building Generational Wealth: A Father-Son Perspective on Investment Management In this engaging episode of the Tom Dupree Show, local financial advisor Tom Dupree sits […] The post Building Wealth Through Personalized Investment Management – Tom Dupree Show appeared first on Dupree Financial.

Send us a textFrom F-11 fighter jets to financial freedom, Dr. Axel Meierhoefer shares a remarkable journey of transformation and structured success. In this powerful episode, Axel reveals how military aviation instilled in him the habits, systems, and big-picture mindset that now power his real estate empire through Ideal Wealth Grower.Axel breaks down the mechanics of turnkey real estate investing and explains how you can build a thriving portfolio using just 20% of your own capital. He also unpacks the concept of the “Time Freedom Point,” where your investments replace your active income—freeing you to live on your terms.We also explore the mental models behind leadership, mastery, and how AI may reshape real estate investing in the coming decade.

In this episode, Bill Kelly is joined by Kane Brenan, CEO of TIFF, and Anne Duggan, Managing Director at TIFF, to explore the firm's origins, investment philosophy, and the evolving landscape of institutional investing. Kane and Anne share how TIFF was founded to deliver institutional-quality returns to endowments and foundations, the structural advantages that drive their manager access, and the firm's strategic approach to asset allocation. The conversation covers macroeconomic influences, the impact of new endowment taxes, liquidity considerations, and why private equity and hedge funds remain critical to long-term portfolio performance. They also examine the nuances of manager selection, structural premiums in private markets, and the challenges of adapting sophisticated institutional strategies for retail investors.Disclaimer: Kane Brenan is the CEO at TIFF Investment Management, and Anne Duggan, CAIA, is the Managing Director, Client CIO Group at TIFF Investment Management. All views expressed by them on this podcast are solely their opinions and do not reflect the opinions of TIFF. You should not treat any opinions expressed by Kane or Anne as a specific endorsement to make a particular investment. References to any securities are for informational purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any past performance discussed is not indicative of future results. Please keep in mind that investment in a fund entails a high degree of risk, including the risk of loss. Please note that the ads featured in this podcast are not endorsed by TIFF, and TIFF is not a sponsor of these ads.

The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Rates & Fed Policy: Markets are overly optimistic on rate cuts; inflation remains sticky, keeping the Fed cautious (DeepMacro).Equity Positioning: Systematic funds are heavily tilted toward equities, with allocations at or near record highs (MenthorQ).China Equities: Narrowing gap between H-shares and A-shares signals opportunity; liquidity and household cash provide strong support (HSBC).Market Breadth: Short-term indicators are overbought, but long-term breadth remains healthy (Dantes Outlook).Fixed Income: Attractive yields unlikely to return to pre-pandemic lows; belly of the curve (5–6 year maturities) offers a balance of income and rate risk (Vanguard).Municipals & Credit: Municipal bonds and investment-grade credit stand out as high-quality, inexpensive options.Equities: Active managers struggle against the Magnificent Seven; indexing provides a strong foundation, while Industrials, Financials, and Healthcare offer selective momentum opportunities (Morningstar, Dantes Outlook).Takeaway: Stay disciplined, revisit bond allocations, and avoid overstretching for yield or risk.

VOLATILITY TO CLARITY: PROVEN INVESTING LESSONS THAT WORK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Every investor encounters ups and downs. But those who grow their wealth over time often learn something valuable from each experience. In this episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor explores what recent market cycles can teach us about smarter investing. From the turbulence of 2020 to the surprises of 2025, Sandy walks listeners through common behaviors that trip up investors. Reacting emotionally, chasing hot stocks, or sitting on the sidelines too long can all reduce long-term success. These lessons aren't just theoretical—they're pulled directly from real market movements and client experiences. Importantly, Sandy focuses on the difference between reacting and responding. When volatility hits, it's tempting to shift strategies or pull back. However, history shows that staying the course and relying on a long-term plan often leads to better outcomes. Timing the market rarely works, but time in the market builds resilience and results. In addition to mindset, this episode discusses strategic habits. These include diversifying assets, reassessing risk tolerance, and regularly reviewing your portfolio. While these actions may seem simple, they form the foundation of effective investing. If you're an experienced investor looking to reflect—or a newer one hoping to avoid common traps—this discussion will leave you more informed and confident. For more guidance on aligning your investments with your long-term goals, visit our Investment Management page. Looking for a more detailed approach? Schedule a complimentary consultation with us! At BWFA, we believe every market moment can shape a wiser investor. Whether you're saving for retirement, funding education, or building a legacy, the best time to learn is now.

Can money truly buy happiness? According to Dr. Daniel Crosby, yes — but it depends on how you use it. In this episode, we explore the science behind joy and how our financial behaviors impact more than just our bank account. Dr. Crosby shares tips to help you reach your financial and personal goals, including a simple hack to avoid overspending and start spending with intention. Learn how to create spending habits that stick, reduce emotional stress around finances, and plan for your future! Topics discussed: The intersection of finance and psychology Why you should have a financial “why” Controlling what you can control How to find opportunity in economic downturns Five pillars of a joyful life Spending money as a form of voting The benefits of working with a financial advisor How to bridge the gap between wealth and happiness Resources: Mitlin Financial: https://www.mitlinfinancial.com/ The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the Couple's JOYful Money Guide: https://mitlin.us/CouplesJOY Connect with Larry Sprung:  LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Dr. Daniel Crosby: LinkedIn: https://www.linkedin.com/in/danielcrosby/ X (Twitter): https://x.com/DanielCrosby About our Guest: Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 17 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, was published in October of 2024 and has already been translated into five languages. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.Dividend investing isn't about settling for slow growth. To grow your income, you need to own growing companies, and the real wins come when you find them at a discount. The trick is seeing past the headlines and recognizing value even in businesses the market assumes are at risk of disruption. In this milestone 50th episode, Greg kicks things off with a Wall Street Journal investor quiz that highlights the timeless power of compounding. From there, the focus shifts to Accenture ($ACN), the world's largest consulting firm. Despite short-term headwinds from government budget cuts and fears of AI disruption, Accenture's strong balance sheet, growing dividend, and unique position in the consulting landscape make it a compelling candidate for long-term dividend growth investors. Greg breaks down the numbers, the risks, and the upside scenario if Accenture turns AI into an accelerant for its business model. Topics Covered:  03:13 – The century-long compounding lesson: Coca-Cola, Nvidia, Altria, and Apple 05:15 – Berkshire Hathaway's glitch and 60 years of outperformance 07:26 – Introducing Accenture ($ACN): A long-held but renewed idea 08:48 – Why the stock has fallen from $400 to the mid-$200s 10:39 – AI disruption fears: risk or opportunity? 11:33 – Morningstar and Value Line's perspectives on Accenture 14:34 – Historical dividend, earnings, and revenue track record 16:25 – Margins, balance sheet strength, and net debt position 19:03 – Return on invested capital: consistent discipline over decades 20:08 – Acquisition strategy: why Accenture has succeeded where others fail 21:59 – Conservative debt issuance and bond market confidence 24:56 – Profitability metrics: margins remain steady through cycles 26:14 – Accounts receivable and customer credit strength 27:41 – Why the federal contract risk looks like a buying opportunity 28:10 – The 10-year dividend model and forward growth scenarios 30:01 – Potential upside if AI becomes a growth driver 31:45 – Valuation: PE, price-to-sales, and free cash flow yield at decade lows 32:48 – Risks: client concentration, acquisitions, regulation, and AI disruption 34:04 – Final thoughts 

Market Breadth: NYSE advancers outpaced decliners 4-to-1, suggesting resilience beneath the equity rally (SentimenTrader).Macro Signals: Inflation remains domestically driven; Fed unlikely to cut quickly. U.S. dollar regains strength versus peers (DeepMacro).Dantes Outlook Positioning: Trimmed active tilts, maintaining preference for U.S. equities while adding emerging markets. Funded by profits in gold and inflation hedges. Launched tactical semiconductor strategy based on momentum signals.Bond Market Evolution: Portfolio trading volumes in U.S. corporate bonds surged 54% in H1 2025, boosting liquidity and efficiency (Barclays).Investor Behavior: Morningstar's “Mind the Gap” shows investors underperform funds by ~1.2% annually due to timing mistakes.Forward-Looking Markets: Historical data shows equities often rebound after major payroll revisions, underscoring how markets anticipate economic shifts (Fidelity).Visit us at www.dantesoutlook.com 

In this episode of Investor Connect, Paul Martin sits down with Stephen Diggle, founder of Vulpes Investment Management. From his country house in Umbria, Italy, Stephen recounts his journey from running one of Asia's largest hedge funds during the 2008 financial crisis to managing a family office-backed investment firm. He explains why they decided to pivot to a family office model following the immense success of their long volatility and short credit strategy, generating $3 billion for their investors in just 14 months.  Stephen also dives into volatility trends, the significance of tail risk strategies, and why he's reopening volatility funds in response to potential market volatility under the Trump administration and growing market complacency. Stephen elaborates on the mechanics and importance of tail risk strategies, sharing insights from his 2008 experience, including their lucrative hedge against Lehman Brothers' collapse. He discusses how such strategies find opportunities where sellers underestimate catastrophic risks, providing a non-correlated hedge against market downturns. Steve also highlights the lessons learned from the 2008 financial crisis, emphasizing the need for diversifying investments into tangible assets like land and gold. Finally, the conversation touches on the current trends in volatility and the impact of passive investing on market stability. Stephen warns of the potential risks posed by an over-reliance on passive strategies and dynamic hedging, suggesting a reevaluation of traditional diversification assumptions. As markets reach all-time highs, he stresses the importance of preparing for unexpected market shifts.  Visit Vulpes Investment Management at ,   Reach out to at   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

Darrell Cronk, chief investment officer at Wells Fargo Wealth and Investment Management, says he expects both the stock market and the economy to face a "soft patch" that will increase volatility and mute returns for the rest of the year, but he believes conditions are strong enough that there will be no recession and that those year-end doldrums will lead to improvement and gains in 2026. Cronk, who also is president of the Wells Fargo Investment Institute, notes that his firm has already set year-end price targets for next year, and is forecasting 7,000 on the Standard & Poor's 500 as the "midpoint target" in that forecast.  Jenny Harrington, chief executive officer at Gilman Hill Asset Management — the author of "Dividend Investing: Dependable Income to Navigate All Market Environments" — makes her debut on the show, bringing her take on equity-income investing to the Market Call. Plus, Chip Lupo of WalletHub, discusses the site's 2025 Household Debt Survey, which showed that 44 percent of people expect their household debt level to increase in the next 12 months, and that 55 percent of respondents think they will still have debt to pay when they die.

Harry Mamaysky, Professor at Columbia Business School and Chief Investment Officer at QuantStreet Capital, spoke with Rudolf Falat, founder of the Voice of FinTech podcast, about AI potential for investment management and asset allocation.Here is what they covered:Harry – what's your background? How did you get to what you do today? Why re-join academia?Why are we now going through the AI revolution? Where are we in terms of adoption? Is general AI on the horizon? Will everyone be affected by AI?Why is letting AI trade by itself unlikely to work? How can AI be useful in investing?How correct are AI models? What would AI (Gemini) answer for asset allocation questions?What's the confidence level of such an answer?Are the answers factually correct? When mistakes are made, how grave are they?Do LLMs know about real-time news?How about systematic investing? Can you provide an example of QuantStreet's asset allocation architecture?What are the things that AI doesn't know about?What are your recommendations for resources from which to learn more about AI in Finance? What's the best way to reach out? QuantStreet Capital (website), newsletter, e-mail: hello@quantstreetcapital.com or Harry Mamaysky on LinkedIn

In this two-part follow-up podcast series, we took a candid look at how AI is reshaping legal pricing and legal services delivery in 2025.   We explored how firms are navigating today's pricing challenges—from AFAs to rising tech costs—and what AI means for the future of the billable hour. Moderator: @Damian Priamurskiy - Legal Project Manager, Investment Management at Lowenstein Sandler LLP  Speakers: @Sergey Mezhiritskiy - Associate Director of Pricing, McDermott Will & Schulte LLP @Jonathan Selvadoray​ - Founder, CEO, Zaven Legal Recorded on 08-04-2025.

In this two-part follow-up podcast series, we took a candid look at how AI is reshaping legal pricing and legal services delivery in 2025. We looked into real-world use cases, evolving legal operations, and how both law firms and in-house teams are adapting skillsets, structures, and expectations around AI. Moderator: @Damian Priamurskiy - Legal Project Manager, Investment Management at Lowenstein Sandler LLP  Speakers: @Sergey Mezhiritskiy - Associate Director of Pricing, McDermott Will & Schulte LLP @Jonathan Selvadoray​ - Founder, CEO, Zaven Legal Recorded on 08-04-2025.

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing. In what may be the largest M&A deal of 2025 so far, Union Pacific ($UNP) has made a formal bid to merge with Norfolk Southern ($NSC). The proposed merger not only furthers the consolidation of the quasi-monopolistic railroad industry but also raises important questions about what it means for investors. Given the time we've spent highlighting Union Pacific as a model of dividend growth, we believe this surprise announcement warrants an early-stage analysis. In this Express Mail episode, Greg covers:[01:12] Merger Details Union Pacific makes a surprise $20B bid for Norfolk Southern—despite their past capital discipline.[03:54] Financial Analysis: Debt, EBIT, and Credit Ratings How the merger affects profitability, interest coverage, and debt loads.[10:29] Lessons from Canadian Pacific's Kansas City Merger A similar deal that didn't go quite as planned—and what it might signal for UNP.[15:36] Dividend Outlook: What Now? We break down whether the combined railroad can still deliver 7% dividend growth.[17:59] Final Thoughts Is Union Pacific now a total return story, not a dividend growth story? Why we're holding through the uncertainty.  

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing. If you've ever struggled to stay disciplined in a world chasing growth or yield at all costs, this episode is for you. Whether you're a seasoned dividend investor or new to the strategy, clarity, intention, and long-term thinking are essential to compounding your wealth over time. In this month's episode, Greg reflects on a personal story about trying to sell his daughter's old Honda CR-V. What begins with a frustrating lowball offer turns into an unexpected reminder of the core principles behind successful dividend investing. It's a story that sets the stage for a broader discussion on the power of focus and the cost of distraction. Greg then connects this lesson to recent decisions within the portfolio:Why we sold Emerson Electric ($EMR), even after years of ownership and recent price gains.A quick update on Rémy Cointreau ($REMYY) and why the story has improved.Whether Stanley Black & Decker ($SWK) is a value play or a value trap.

Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com

In Today's Episode... In this conversation, Kim Uzzell, a former stockbroker turned financial coach, shares her insights on money and marriage. She emphasizes the importance of open conversations about finances within families and relationships, as well as the need for financial education from an early age. Kim also discusses the gender gap in financial planning and the impact of societal expectations on women's financial confidence. She shares her personal journey of trying to keep up with others' spending habits and the negative impact it had on her marriage and family. Kim encourages listeners to break the cycle of financial inadequacy and make mindful decisions about money. The conversation explores the importance of open communication about money in relationships, the impact of money on marriages, and how to involve children in money conversations. Key takeaways include the need to ask for and accept help when struggling financially, the importance of setting boundaries and respecting each other's money stories in a relationship, and the significance of being mindful of language when discussing money with children. Connect with Kim Uzzell LinkedIn Website: www.mymoneymovement.co.uk Instagram   About Kim "I worked in Investment Management for over 30 years, through the rise and fall of the 90's and early noughties, and into the financial crash of 2008 so I have worked with clients who have made and gained, traded and lost, fully embraced and completely denied their financial dealings. As well as a wealth of professional experience, I've also been on my own journey full of financial ups and downs, of trying to achieve what I thought was expected of me, of avoiding the important conversations with those closest to me, and starting, yet again, with all the best of intentions. I want to eliminate the taboo around money and create an environment where people are comfortable talking about their finances and educating their children to do the same." -Kim Uzzell   Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can! eBook: Couples Guide to Getting on the Same Page About Money   Reminder: Subscribe, Rate & Review this podcast!   Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!  JordanPendleton.com

Cloud costs are spiraling for many organizations. In this On Cloud podcast Pooja Kumar, VP Cloud Strategy & Transformation at Prudential Financial and Tim Potter, Principal, US Engineering Leader for Insurance, Investment Management, and Real Estate at Deloitte, discuss how to rein them in with FinOps-driven cost control, AI-powered automation, and culture change.