Podcasts about msci

A report finds that large asset managers are invested in companies allegedly linked to the repression of Uyghur Muslims, and Lebanese households and businesses are installing renewables to bypass the country's power crisis. Plus, the FT's Kate Duguid explains why we're starting to see cracks in the US Treasury bond market and whether there is cause for concern. Mentioned in this podcast:MSCI investors at risk of exposure to Xinjiang allegations, report saysLebanon's failing state forces unplanned shift to solar powerThe cracks in the US Treasury bond marketThe FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Coinbase's third-quarter earnings missed the mark, as crypto winter continues to take its toll. At the top of today's Real Vision Crypto Daily Briefing, Ash Bennington and Moritz Seibert examine the numbers in the company's shareholder letter and assess management's forecast for macro and crypto headwinds into next year. Also up for discussion are Datanomy, a new digital asset classification system developed by Goldman Sachs, MSCI, and Coin Metrics, and the chaos surrounding Gala Games after its safeguarding attempts led users to speculate that hackers stole $1 billion from the firm. And, later, Christine Kim, a research associate at Galaxy Digital, joins the conversation to talk about Ethereum yields in a post-Merge world.

Fidelity to open commission-free crypto trading to retail investors. Digital asset platform Bakkt set to acquire Apex Crypto for $200 million. MSCI is bringing to market four digital asset indexes and has partnered with Goldman Sachs and Coin Metrics to create a classification system for the nascent space.

Interview with Sean T. Massa, MD, MSCI, author of Quantifying Total and Out-of-Pocket Costs Associated With Head and Neck Cancer Survivorship. Hosted by Paul C. Bryson, MD, MBA. Related Content: Quantifying Total and Out-of-Pocket Costs Associated With Head and Neck Cancer Survivorship

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#聚寶期 #仁者無敵 #期貨 #財富自由 #陳昆仁 2022.10.13盤後解盤 聚寶期 【CPI公告前大跌！？餘悸猶存？先跑先贏？當沖賺一波！波段繼續賺？】 更多投資資訊和精選個股分享 LINE官方帳號 https://line.me/R/ti/p/%40daren888 Telegram頻道 https://t.me/daren888

The Asian-Pacific stock markets have been showing a clear correlation with the trend in the U.S. dollar. Watch our Asian-Pacific Short Term Update editor Chris Carolan explain why right now, it's a "very dangerous" moment for the regional stocks.

#台積電 #世芯 #力旺 #M31 #大立光 #信驊 #聯發科 #宜特 #閎康 #群聯 #南亞科 #廣積 #振樺電 2022.10.12盤後解盤 股摩力 【擴大限空令！台積續破低？中小先翻紅，操作何因應？】 更多投資資訊和精選個股分享 LINE官方帳號 https://line.me/R/ti/p/%40daren888 Telegram頻道 https://t.me/daren888

#台積電 #世芯 #晶心科 #力旺 #M31 #宜特 #閎康 #群聯 #友達 #群創 2022.10.11盤後解盤 股摩力 【補跌！指數創新低！翻紅！關鍵原來是…】 更多投資資訊和精選個股分享 LINE官方帳號 https://line.me/R/ti/p/%40daren888 Telegram頻道 https://t.me/daren888

VettaFi's Todd Rosenbluth discusses recent filings for two ETFs based on stock picks from CNBC personality Jim Cramer and also offers perspective on 2022 ETF flows.  BlackRock's Abby Woodham and MSCI's Anil Rao go in-depth on minimum volatility strategies.  Distillate Capital's Tom Cole spotlights their unique approach to value investing.

#台積電 #信驊 #鴻海 #正崴 #建漢 #乙盛、長榮航 #山富 #雄獅 #六角 #亞洲藏壽司 #老爺知 #AES #世芯 #創意 #神準 #中磊 #宜特 #閎康 #堡達 #廣積 2022.10.07盤後解盤 股摩力 【國安護盤不力？指數遇壓休息？選股不選市！節後選股大公開！】 更多投資資訊和精選個股分享 LINE官方帳號 https://line.me/R/ti/p/%40daren888 Telegram頻道 https://t.me/daren888

#台達電 #台積電 #聯發科 #鴻海 #信驊 #譜瑞 #穩懋 #AES #世芯 #M31 #大立光 #神準 #中磊 2022.10.06盤後解盤 股摩力 【國安基金不退場！但萬四有壓？精選這種股票，萬事OK！？】（三合一，三個願望一次滿足！） 更多投資資訊和精選個股分享 LINE官方帳號 https://line.me/R/ti/p/%40daren888 Telegram頻道 https://t.me/daren888

#台積電 #聯發科 #譜瑞 #鴻海 #信驊 #AES #乙盛 #建漢 #富鼎 #世芯 #晶心科 #M31 #穩懋 #宏捷科 2022.10.05盤後解盤 股摩力 【股匯雙升！跌深強彈！第一波：漲超跌股！第二波：誰來接棒？】 更多投資資訊和精選個股分享 LINE官方帳號 https://line.me/R/ti/p/%40daren888 Telegram頻道 https://t.me/daren888

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Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter 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. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Since the US Federal Reserve hiked rates by 75 basis points last Wednesday, the  Sensex and the Nifty50 indices have tumbled nearly 2% each, turning negative in terms of returns for 2022. As per technical charts, over half of the Nifty500 index constituents have been dragged below their respective 200-day moving averages with the recent selloff.  Technically, the 200- DMA provides a broad outlook of the underlying trend in a stock or an index for long-term investors. Traders prefer stocks and indices that are above the 200-DMA, since they tend to perform better over time.    Analysts, however, say this correction has been overblown due to panic selling by investors. G Chokkalingam, Founder and CIO, Equinomics Research believes selling in domestic markets is overdone. Indian markets have been penalised for problems of the West, he says. India's GDP growth still has been resilient. Fall in oil prices, good monsoon, healthy Kharif crop to keep sentiment positive.  Sharing similar views, VK Vijayakumar of Geojit Financial Services says, despite an unfavourable global macro construct in the short-run, the Indian markets will outperform their global peers.  Vijayakumar says, “With the Fed staying ultra-hawkish, the 5% slide in the MSCI world index last week reflects the bearish undertone of global equities. However, India will outperform both in economic growth and market performance”.  “Selective buying can be done in domestic economy-facing segments like financials, auto, capital goods, and others,” Vijayakumar says.  That said, the Sensex and Nifty indices slid below their 50-day moving averages on Monday. And the duo can continue the slide on breaching the key support levels of 200-day moving averages, as per technical charts.  Avdhut Bagkar of Business Standard reports, 268 stocks trade below 200-DMA; 37 added on Monday. Sensex stocks: Tata Steel, Power Grid, TCS, Wipro below 200-DMA. Nifty support at 16,700-16-800; Sensex support at 56,000 levels. Today, global market trends, FII inflows, rupee-dollar levels and oil prices will dictate the market trajectory. 

On today's show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, and much more. Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 

A labor dispute in the freight rail industry that brought the US to the brink of a potential economic catastrophe was averted this week, as unions and rail companies came to an agreement. One of the main reasons for the labor dispute was a newish system the rail industry was using that they claim maintained service while using fewer resources. We discussed why this new system is a paradigm for the current troubles many industries are having due to labor disputes, and what to watch when companies and labor have strife. Then, we discuss how institutional asset owners, some of the largest, most influential participants in the financial market, can take their portfolios toward net zero (this has more to do with you than you think).The reading list for this episode is the Implementing Net-Zero: A Guide for Asset Owners found on MSCI.com: https://www.msci.com/www/research-report/implementing-net-zero-a-guide/03298099988Host: Mike Disabato, MSCI ESG ResearchGuests: Bentley Kaplan and Sylvain Vanston, MSCI ESG Research

India recently overtook the UK to become the fifth largest economy of the world. And it is on track to clinch the third spot by 2030. The recent global headwinds failed to dent its economy even as several big powers are staring at recession. India is now the fifth biggest equity market as well. The country's $1 trillion sovereign bond market is one of the largest among emerging-market economies. But, notwithstanding all these achievements, the country is still out of global bond indexes. The talks between the Central government and index holders have been on for long, but without a result. But, now, there is a renewed push from global investors for India's inclusion. Like equities, which have several global indices like MSCI index, bonds too have global indices that track the bond markets in multiple countries. These indices serve as key indicators to global investors for making investment decisions. JP Morgan and Bloomberg-Barclay's are some of the major indices in debt markets that provide a wide range of indices from emerging markets to country specific to world indices. However, getting included in these indices that are managed by financial firms or index holders is not easy. There is a strict criteria that has to be met. Several factors hindered India's inclusion so far. One of the biggest concerns among investors over the years was accessibility. To allay such concerns, the Reserve Bank of India introduced a fully accessible route (FAR) in 2020, under which foreign investors and institutions can invest in Indian bonds without any restrictions and investment caps. There were also concerns around settlement, where bond indices insist on Euroclear option. Ajay Manglunia, MD and head of Investment Grade Group, JM Financial says tech concessions to global investors and global settlement were some of the major hurdles. There is a push from the global investors for India's inclusion. There were expectations from the Budget this year that the government would announce tax breaks for foreign investors, but that didn't happen. In last year's index review, India was also put on watch list for JP Morgan's emerging market index, but the global house had said India needs to improve market access, trading and settlement to achieve index inclusion. Global index provider FTSE Russell too placed Indian bonds on a watchlist for possible inclusion in its emerging market debt index in 2021 but later said the status remained unchanged. There was always a market consensus that India's inclusion would happen given the scale of India's debt market and growing economic clout. But, for long, the question of when remained. The chorus of India's inclusion in global bond indices has only grown stronger recently. In a shift from earlier stance, global bond index providers have been reaching out to India for the inclusion on their platforms, according to a Business Standard report. Financial Times reported that JP Morgan has sought views of investors on India's inclusion. Joining the bandwagon, Morgan Stanley recently said that India might get included in JP Morgan's emerging market bond index. The announcement could come as early as this month or sometime next month, according to the house. Another bank Goldman Sachs also foresaw India's inclusion but in the second or third quarter next year. Russia's exclusion from the JP Morgan bond index after the invasion of Ukraine has made the index more concentrated and unbalanced, boosting India's chances. Now that the inclusion seems more likely, government officials are also exploring ways to facilitate settlements locally. The index providers have reportedly agreed to try and facilitate the process without pressing for tax exemptions, a key hurdle that has hindered India's inclusion so far. Foreign funds have invested $538 million in Indian bonds in August amid the index inclusion buzz, after six months of continuous outflows.   Indi

Great new testing equipment: Foodmarble's breathe test for SIBO & SIFO as well as ZOE Health: blood, and microbiome testing. 2 Great gut books: "SUPER GUT" by Dr. William Davis and "FIBER FUELED" by Will Bulsiewicz, MD, MSCI.

MSCI全球指數，是明晟MSCI公司所編製的證券指數，所組成的股票範圍涵蓋全球，大多是股市中的大型股票，隱含著業績與財務穩定，也成為歐美基金經理人投資的重要參考指數。 聽眾五星留言+訂閱

Chris Hanton, Director of Digital Transformation Solutions at Ikon Science, discusses the latest insights using machine learning and artificial intelligence. In this conversation with host Andrew Geary, Chris highlights one frequently overlooked variable that can undermine the best technology. He also shares how technologists can ensure data is trustworthy and valuable, when cutting-edge analytics can produce better than the best geophysical minds, and presents the use case for investing in machine learning and AI outside of increased efficiency. Chris also spotlights machine learning's role in addressing climate change and ends with some new developments that will surprise people. This is a deep dive into the role of quality data (https://www.oilandgaseng.com/articles/the-common-denominator-that-analytics-hinge-on/) in cutting-edge work and the best ways to harness the benefits of machine learning and artificial intelligence. BIOGRAPHY Chris Hanton oversees the scoping, management, and delivery of solutions to improve the accessibility, quality, and availability of subsurface data across our client organizations. Chris first joined the industry in 2008, first as a mudlogger before moving into a role as a project petrophysicist, with these positions providing valuable insight to both the potential of data and the all-too-common bottlenecks that organizations face when it comes to extracting maximum value form their information stores. Since joining Ikon in 2018, Chris has worked closely with a range of client organizations varying in size and digital maturity. Chris and his team interact with a variety of stakeholders, covering both end-user and management teams to build pragmatic solutions to data challenges in a timely manner, improving the ability of subsurface teams to action effective decision-making and positively influence the overall business of the client. The delivered solutions look to work efficiently with existing business rules and standards whilst allowing the client to develop new data procedures as necessary. Chris has an MeSci from the University of Liverpool in Geology and an MSci from the University of Aberdeen in Integrated Petroleum Geoscience. CREDITS SEG produces Seismic Soundoff to benefit its members, the scientific community, and inform the public on the value of geophysics. Please leave a 5-star rating on Apple Podcasts and Spotify to show your support for the show. It takes less than five seconds to leave a 5-star rating and is the number one action you can take to show your appreciation for this free resource. And follow the podcast while you are on the app to be notified when each new episode releases. Original music created by Zach Bridges. Andrew Geary hosted, edited, and produced this episode for 51 features, LLC. Thank you to the SEG podcast team: Jennifer Cobb, Kathy Gamble, and Ally McGinnis.

Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter 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. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Mit über 164 Mrd. Dollar Anlagevolumen ist der Nasdaq 100 ETF von Invesco der globale Standard für Tech-Investments. Doch neben dem legendären QQQ, der inzwischen zu 25% aus Apple und Microsoft besteht, hat der US-Vermögensverwalter noch einige andere Tech-ETFs im Sortiment. Etwa den Nasdaq Next Generation, sozusagen die 2. Liga der US-Wachstumsbörse. Oder den MSCI China Technology, über den man in diesen Zeiten ziemlich kontrovers diskutieren kann – genau wie über die Frage, was „Tech“ eigentlich ist und welches Potential spezielle Tech-Trends wie Blockchain noch haben. Das und einiges mehr jetzt im aktuellen echtgeld.tv-Talk mit Florian Förster. Und für alle, die lieber Dividenden- als Wachstums-Prozente sehen, gibt's auch noch was: Eine Einführung in „Preferred Shares“, die eben nicht das US-Pendant zu deutschen Vorzugsaktien sind.

Advancing Equitable Opportunities for Recruitment of Diverse Patients to Clinical Trials (Race, Ethnicity, Women, Older Patients) CME Available: https://auau.auanet.org/node/35728 Moderator: Jay D. Raman, MD, FACS Co-Hosts: Adam Murphy, MD, MBA, MSCI; Sarah Psutka, MD, MS ACKNOWLEDGEMENTS This educational series is supported by independent educational grants from: Astellas AstraZeneca Bayer Janssen Biotech, Inc., administered by Janssen Scientific Affairs, LLC Merck & Co., Inc. Pfizer, Inc. LEARNING OBJECTIVES At the conclusion of this activity, participants will be able to: 1. Develop recruitment strategies for equitable recruitment of diverse patients to clinic trials to expand access to clinical trial enrollment for patients who are traditionally underrepresented in clinical trials. 2. Discuss pragmatic trial designs that may subvert some of these traditional barriers to enrolling patients to clinical trials.

Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter 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. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

“The factor that most people are missing and that the food system is not going to give us, is to eat a wider variety of plants… studies have proven that the people with the healthiest guts were eating at least 30 varieties of plants a week… so stop counting macros, stop counting calories, stop counting grams of fiber and start counting plants!” In this episode we go deep into the effects the gut has on every inch of our physical well being, from the micro to the macro!If you are looking to learn more about your microbiome, how to implement the right kind of fiber “simply” into your diet, a step by step plan on building plant diversity and how to eat to promote a healthier composition of bacteria in your gut then this episode is for you!!  A beautiful blend of evidence-based information, from one of the world's leading voices on gut health, and practical tips to implement in your day to day. Bio:  Dr. Will Bulsiewicz (or "Dr. B") is an award-winning gastroenterologist, internationally recognized gut health expert, and the New York Times bestselling author of Fiber Fueled and The Fiber Fueled Cookbook. He sits on the Scientific Advisory Board and is the US Medical Director of ZOE, has authored more than twenty articles published in peer-reviewed scientific journals, has given more than forty presentations at national meetings, presented to Congress and the USDA, and has taught over 10,000 students how to heal and optimize their gut health. He lives in Charleston, South Carolina with his wife and children. In This Episode We Discuss: How his passion led him to become a doctor, but a path to healing led him to become an author You have to understand the process to properly heal Food for thought: your colon is actually external  The importance of the Gut-Microbiome for our health  You can heal your gut and love food again How GROWTH strategy can help you identify and work through issues to better health The Fiber Fueled Cookbook is much more than just a cookbook IBS is diagnosed by ruling EVERYTHING else out and some things can be missed The controversy around SIBO (small intestinal bacterial overgrowth) treatment What is SIBO? Respecting the constant change in our understanding of Science Why Fiber is Sexy The importance of Fiber for human health and gut microbes Prebiotic means food for the microbiome Plant points! How to get them and how to make it fun Your microbiome is an ecosystem, like any other, that thrives with diversity Resources: Website: https://theplantfedgut.com/  Instagram: https://www.instagram.com/theguthealthmd/  Facebook: https://www.facebook.com/theguthealthmd  LinkedIn: https://www.linkedin.com/in/will-bulsiewicz-md-msci-176a8734/  Fiber Fueled by Will Bulsiewicz, MD, MSCI  https://amzn.to/3vuLaqK  The Fiber Fueled Cook Book by Will Bulsiewicz, MD https://amzn.to/3Q9G9Mo Andrew Reynolds 2019 Systematic Review in Meta-analysis of Fiber, https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(18)31809-9/fulltext Connect with Jayne: Website: https://www.jaynewilliams.com/  Instagram: @jayne_williamswellness  https://www.instagram.com/jayne_williamswellness/  Facebook: https://www.facebook.com/jaynewilliamswellness/ 

Laurie had a 25 year career in financial services and was President of Los Angeles-based fixed income software firm Capital Management Sciences (IDC Fixed Income Analytics). Diagnosed with incurable Stage IV follicular non-Hodgkin lymphoma at the age of 46 in 2006, Laurie was forced to retire to focus on her health and had 12 years of continuous cancer treatment. She had seven different lines of therapy including 3 clinical trials. In 2018, she received CAR-T in a clinical trial and finally achieved a complete remission where she remains today. Laurie spends considerable time assisting cancer patients navigating the challenges a cancer diagnosis brings. She is a Leukemia & Lymphoma Society (LLS) First Connection volunteer reaching out to newly diagnosed and relapsed blood cancer patients to provide support. She is also an LLS Public Policy Volunteer Advocate, fighting for legislative changes to benefit cancer patients in Washington D.C. and Sacramento, CA. She is an active volunteer fundraiser for LLS and is currently raising $250,000 for LLS funded immunotherapy research grants. In combination with that, she is in training to climb to the Mount Everest Base Camp with a group of her oncologists and other patients. Unable to travel internationally as a result of her tweaked immune system, Laurie will complete the 26.2 mile D.C. Marine Corps Marathon on October 30, 2022. She welcomes any and all donations to her LLS fundraiser at www.bit.ly/CarTSupergirl - all donations will fund immunotherapy research via LLS research grants. In order to raise awareness of the groundbreaking immunotherapy, CAR T, that finally led to her being cancer free, Laurie has written numerous articles for publication in a variety of media and enjoys public speaking opportunities. She served on the Wells Bring Hope Board of Directors for 8 years, with the mission of bringing safe water to Niger, one of the poorest countries in the world and was also on the Board of Directors of Audit Integrity/GMI Ratings until its sale to MSCI. Laurie was a Russian language and International Relations major at Colgate University. She resides in the Hollywood Hills in Los Angeles with her husband, Ben, and they have a son, August who graduated from college in Washington D.C. in May 2022. August was in kindergarten when Laurie was diagnosed and spent his entire elementary, middle and high school years with a mom in cancer treatment. You can donate to her cause here: http://pages.lls.org/tnt/calso/corps22/LAdami

In der heutigen Folge „Alles auf Aktien“ sprechen der Finanzjournalist Holger Zschäpitz und AAA-Friend und Wasserfinanzexperte Thomas Schumann über eines der größten Umweltrisiken, das trotz Trends zu nachhaltigen Investments bislang sträflich vernachlässigt worden ist: nämlich Wasser. Daneben diskutieren die beiden schwache Zahlen bei Biontech, eine Enttäuschung bei Palantir und das verrückte Comeback der Meme-Aktien. Außerdem geht es um Siemens Energy, den iShares Global Clean Energy (WKN: A0MW0M), Nvidia, AMC, Bed Bath & Beyond, Express, American Water Works, Xylem, Energy Recovery. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Institutional portfolio manager Abhijeet Singh joins us today for a look at key drivers and regions in focus in emerging markets. Abhi works alongside portfolio manager Sam Polyak on Fidelity Emerging Markets Fund, and today provides a fund update with host Pamela Ritchie. Abhi will comment on the affect a strong US dollar has on emerging markets, thoughts on the upcoming election in Brazil, as well as sharing areas of interest currently within China, India, and other regions. Another interesting topic Abhi unpacks is what areas could transition from frontier to emerging and emerging to developed within the next few decades. He notes South Korea for example is currently classified as developed by FTSE but not by MSCI. Recorded on July 28, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter 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. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Let's talk poop, gas & gut health with Dr. Will Bulsiewicz, MD, MSCI The Fiber Fueled Cookbook: Inspiring Plant-Based Recipes to Turbocharge Your Health  Fiber Fueled: The Plant-Based Gut Health Program for Losing Weight, Restoring Your Health, and Optimizing Your Microbiome  See below Dr. B's Bio and Social Media!