Podcasts about multi asset

Tue, 03 Jun 2025 06:30:00 +0000 https://bxtv.podigee.io/431-new-episode e31d771da2b5bb4c9a1cf2b504fb9ed7 Volatile Märkte 2025: Multi Asset als sichere Strategie? Krisen, Inflation, geopolitische Unsicherheiten – wie sollten Anleger heute ihr Portfolio aufstellen? In diesem Experteninterview gibt René Küffer, Head of Multi Asset Switzerland bei Allianz Global Investors, spannende Einblicke in die Welt der Multi-Asset-Strategien. Gemeinsam sprechen wir über die Rolle des neuen Zürcher Multi-Asset-Teams, die Vorteile breit diversifizierter Portfolios und darüber, welche Chancen und Risiken Anleger im zweiten Halbjahr 2025 erwarten. ► Folgt uns auch bei YouTube: https://www.youtube.com/@bxswiss ► Folgt uns auch bei Instagram: https://www.instagram.com/bxswiss ► Aktuelle Kurse auf unserer Homepage: https://www.bxswiss.com/ ► Rechtliche Hinweise und Angaben zu möglichen Interessenkonflikten: https://www.bxswiss.com/disclaimer 431 full Volatile Märkte 2025: Multi Asset als sichere Strategie? no BX Swiss. Olivia Hähnel,David Kunz,AGI,Rene Küffer,Multi Asset,Volatilität BX Swiss TV

Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

Welcome to The Day Trading Show. This podcast is hosted by Austin Silver and powered by ASFX. We bring you conversations with the best traders of our generation. No rented Lambos or fake Rolexs will be found here. Grab your indulgence and enjoy a discussion focused on making money in markets, trading psychology, and becoming the best trader you can be! This is the best podcast in the world for day traders so make sure you're subscribed!In this power-packed episode, I sit down with Raul Aras aka DiviTrades, a leading figure in Latin America's trading scene and a mentor at Online Trading Campus (OTC) with Bernd Skorupinski. We dive deep into the real truths of trading, multi-asset strategies, prop firm pros and cons, and the mindset it takes to succeed. Raul shares how using the Commitment of Traders (COT) report helped his team predict major market moves, including a Euro drop after institutions turned bullish on the Dollar Index—demonstrating the real power of tracking institutional sentiment.With Colombia's minimum wage around $350/month, buying large prop accounts is often out of reach for many aspiring traders. Raul and his team counter this by offering free prop accounts at events, making professional trading more accessible.Whether you're a beginner or an experienced trader, this episode is packed with actionable insights and real-world examples you don't want to miss.Connect with Raul: https://www.divitradefx.com/ https://www.instagram.com/divitrade.fx/ ----------------------------------------------------Sponsor: Top One FuturesCode: ASFX for 50% Off Link: https://www.asfx.biz/tof ----------------------------------------------------Sponsor: EdgefulGet A 7 Day Free Trial: https://edgeful.com/?via=asfx ----------------------------------------------------

Geopolitische Spannungen, wirtschaftliche Unsicherheiten und volatile Märkte fordern auch erfahrene Multi-Asset-Manager heraus. In dieser Folge sprechen wir mit Lutz Overlack von La Française über die Frage, ob in Zeiten zunehmender Komplexität ein stärkerer Top-Down-Ansatz gefragt ist. Wie lassen sich Risiken steuern, Chancen identifizieren – und welche Rolle spielt dabei die strategische Asset Allocation?

Nosipho Radebe is in conversation with Marius Oberholzer, Head of Multi-Asset at STANLIB Asset ManagementSee omnystudio.com/listener for privacy information.

Welcome to Strategy Skills episode 542, an interview with the author The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself!, Sébastien Page.   Ever wondered what truly drives successful leaders and how psychology plays a role?    In this episode with Sébastien Page, we explore the habits, mindset, and science behind great leadership. He shares lessons drawn from 20 years of experience and in-depth research in positive and sports psychology. Sébastien introduces the PERMA model (Positive Emotion, Engagement, Relationships, Meaning, Accomplishment) and explains how it can be applied to leadership and organizational success. He also shares insights from studying billionaires and what drives their success beyond money.   Sébastien Page is the Chief Investment Officer of T. Rowe Price. He manages the division responsible for managing Multi-Asset portfolios there. he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV. He has been quoted extensively in The New York Times and The Wall Street Journal.   Get Sébastien's book here: https://rb.gy/mnu5an The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself!   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo  

Das Zoll-Theater von US-Präsident Donald Trump sorgt für Verunsicherung an den Börsen. Konsumenten und Unternehmen halten sich zurück, die Aussichten für die so resiliente US-Wirtschaft trüben sich plötzlich ein. Müssen die Aussichten für das Börsenjahr 2025 komplett geändert werden? Oder war nach zwei phantastischen Börsenjahren die Zeit jetzt einfach Reif für eine kleine Korrektur. Jakob Tanzmeister, Multi-Asset-Experte bei J. P.Morgan Asset Management erklärt, was Anleger jetzt erwartet, welche Werte und Anlagestile besonders interessant sein dürften und warum welche Anleihen in diesem Umfeld auch ins Depot von Privatanlegern gehört.

In this episode we answer emails from Dustin, MyContactInfo, and Mark.  We discuss the ETF GDE and combo return stacked funds generally, why you probably don't want to use economists' "life cycle model" for personal finance planning due to its unrealistic underlying assumptions, and whether we could use historical high interest rates to create market timing and allocation signals between stocks and bonds.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Article About BTGD:  New ETF Offers Dual Exposure to Bitcoin, Gold | etf.comOptimized Portfolios Site:  Optimized Portfolio - Investing and Personal FinanceRational Reminder Podcast Re Lifecycle Model:  Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR) | Rational Reminder 340Debunking Economics:  Debunking Economics - Revised and Expanded Edition: The Naked Emperor Dethroned?: Keen, Steve: 8601406370678: Amazon.com: BooksAmusing Unedited AI-Bot Summary:When market turbulence strikes, diversification proves its worth. This week, as the S&P 500 tumbles nearly 4% year-to-date and the NASDAQ falls over 6%, gold emerges as the standout performer—surging past $3,000 an ounce with returns exceeding 13%. These dramatic market movements create a perfect real-world demonstration of why uncorrelated assets matter in portfolio construction.We dive deep into the limitations of economic models for personal financial planning, examining why the Life Cycle Model—while logically sound in theory—falls apart when confronted with life's inherent unpredictability. The assumption that we can accurately forecast our lifespans, relationships, and changing preferences decades in advance reveals a fundamental disconnect between theoretical economics and practical personal finance.A thought-provoking listener question explores whether allocation strategies should shift dramatically if interest rates ever reach levels where risk-free returns match or exceed historical stock returns. Drawing on lessons from the early 1980s when Treasury yields exceeded 15%, we consider why developing investment rules based on rare historical anomalies rarely serves investors well.The weekly portfolio review shows mixed performance across our eight sample portfolios, with those holding significant gold allocations weathering the current volatility far better than stock-heavy alternatives. We also examine rebalancing decisions for the Levered Golden Ratio portfolio, making thoughtful adjustments to improve its value tilt and diversification characteristics.Whether you're curious about combining assets in hybrid funds, wondering how managed futures perform during market corrections, or simply wanting to see how different portfolio strategies are navigating current conditions, this episode delivers practical insights for the thoughtful, independent investor. Join us for this exploration of asset allocation in uncertain times.Support the show

On this episode of the Best Ever CRE Show, Slocomb Reed interviews Jeremy Long, founder and managing partner of Axia Partners, a vertically integrated investment firm based in Salt Lake City. Jeremy shares his unique journey from door-to-door sales executive to real estate investor, including his experience taking Vivint Solar public and later being acquired by Sunrun. He explains why he and his partner Dave decided to launch with a fund model rather than individual syndications, allowing them to raise capital to a thesis and acquire multiple properties simultaneously. Jeremy discusses their initial investment focus on value-add multifamily in tertiary markets with strong migration patterns, and why they've expanded into RV parks for their consistent cash flow. He also provides candid insights on their challenges transitioning from retail investors to institutional capital, the importance of property management selection in smaller markets, and why they're now narrowing their asset focus after initially diversifying across multiple property types. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick Samouilhan, co-head of Wellington's multi-asset platform, joins host Thomas Mucha to discuss the importance of adapting portfolios to rising macro volatility, geopolitical changes, and structural shifts.Key topics2:00 – Drivers of macro volatility4:05 – Inflation, diversification, and stress testing8:15 – Company and currency dispersion10:25 – Regime diversification12:15 – Role of hedge funds14:45 – Private market opportunities17:00 – Navigating geopolitical risk20:25 – New rules for investing

A winning portfolio is like a championship team; star players in attack, rock-solid defense, and steady hands at the helm. In this episode of Buy Hold Sell, Livewire's Vishal Teckchandani calls on selectors Adam Dawes (Shaw and Partners) and Charlie Viola (Viola Private Wealth) to draft the ultimate lineup of listed investments. With nine ETFs and LICs - five chosen by Vishal plus two wildcards from each expert - they're hunting for the Ricky Pontings and Emma McKeons of the ASX. Whether you seek growth, resilience, or cash flow, they've got you covered. Watch, read, or listen below to find your portfolio's MVPs.

Host Nigel Grant is joined by Chris Wilson (Co-CEO) and Chris Di Leva (Head of Multi Asset & Global Investments) from Harbour Asset Management to discuss their recent report on the key risks and opportunities they see shaping markets in 2025. They discuss macro-economic trends, geopolitical tensions, and the intersection of AI and climate. Plus, the inflation outlook and future of private market investment in New Zealand.

Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders. The past few months in markets have been a wild ride. After Trump's election the US market was up double-digits as investors thought tax cuts and deregulation would be great for stocks. Now, just months later, the tech-heavy Nasdaq is in a technical correction and European and Chinese markets are up double-digits. Our guest today thinks we should get used to this wild ride, because we're seeing a new normal for the market. Volatility is back. But rather than being nervous, Seb believes we should be excited. For it is in these volatile markets that great opportunities get presented. So strap in, focus on what matters, and get ready. According to Seb, stock picking is back. —------This episode has been sponsored by Schroders. Thank you to Schroders for helping keep all of our content free.If you want to learn more about Schroders, head to: https://www.schroders.com/en/global/individual/—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

In this episode of Honest Money, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient, discuss the current state of global markets amidst political uncertainty and economic shifts. They explore historical parallels, the importance of valuations, and the need for diversification in investment strategies. The conversation highlights opportunities in fixed income, the rise of Japan as a market to watch, and the potential in South Africa despite its challenges. TakeawaysValuations always count. They always, always count.You get paid to take risk in investments.Bonds are offering such good yields.Diversification literally is the only free lunch in investing.We're seeing a structural shift in Japan.Investors should look at South Africa more objectively.It's important to remain objective.You can get exposure to all of these asset classes at extremely low cost.Learn more on how Prescient Investment Management can help you here. Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Beyond portfolios, what truly drives long-term success? In this episode of Investing for Tomorrow, we explore organisational alpha—the value firms create through people and process.  In an era of rapid change and uncertainty, resilience is key. Joined by Roger Urwin, Co-founder of the Thinking Ahead Institute, and Mitesh Sheth, Chief Investment Officer, Multi-Asset at Newton Investment Management, we unpack how governance, technology, talent, culture, and leadership shape the future of investment. We discuss why firms that master these elements are better positioned to adapt, innovate, and thrive.  Resources mentioned:  Global Asset Owner Peer Study on best practices  Insights and best practices from global asset owners | part 1  Insights and best practices from global asset owners | part 2  2024 NZ Super Fund review  Holiday time reading 2024 | Today a reader, tomorrow a leader 

‘You need to widen your net around diversification and find other things to help drive returns, and to help diversify your portfolio more appropriately' – Marius Oberholzer from STANLIB.

We explore the world of asset class conversions with special guest Clint Harris, who specializes in turning empty big-box buildings (think old Kmarts and abandoned textile mills) into profitable self-storage facilities. Clint shares why changing consumer needs (especially among younger renters) is sparking new demand for creative reuse, and how savvy operators can use “cap rate arbitrage” to transform distressed properties at half the cost (and in a fraction of the time) compared to ground-up development. If you're curious about office-to-multifamily flips, hotel conversions, or self-storage projects, this episode offers an inside look at the rewards and pitfalls of going beyond traditional real estate strategies. Today's Episode Takeaways: - Why Conversions? How shifting consumer habits and vacant properties create “cap rate arbitrage.” - Storage Boom: Millennials now make up 38% of self-storage users, transforming the classic “store your junk” model into a climate-controlled, in-and-out amenity. - Key Metrics for Conversions: What operators look for in population density, traffic counts, and market rent comps to ensure profitability. - Challenges & Pitfalls: How unanticipated change orders and extended timelines can sink a project if you lack the right experience or vertical integration. - Beyond Self-Storage: From offices to hotels, RV parks to tiny-home villages—why any distressed asset can be repurposed with the right vision, team, and risk management. Don't forget to subscribe and leave a review so you never miss an episode covering the latest passive investing strategies, market trends, and real estate insights! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us: jimpfeifer@biggerpockets.com

Amanda Cruise interviews Michael Holman, president of Overland Development, who shares insights on the current real estate development landscape across various asset classes including multifamily, retail, hospitality, and self-storage. Michael discusses the importance of understanding market dynamics, the significance of pre-leasing, and the strategies for successful land acquisition and city approvals. He also highlights the shift in investment strategies over the past five years, focusing on risk management and value creation. The conversation concludes with Michael's thoughts on working with syndicators and the importance of communication in co-GP relationships. Michael Holman | Real Estate Background Overland Development Based in: Salt Lake City, UT Say hi to them at: LinkedIn www.overlandgroupinc.com Sponsors: Crystal View Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Ist das wirklich der richtige Moment fürs Investieren, wenn die globale wirtschaftliche und politische Lage gerade so unsicher ist? „Wir haben vor kurzem die letzten 30 Jahre unter die Lupe genommen. Solange gibt's den Volatilitäts- bzw. Risikoindikator VIX, auch Angstbarometer genannt. Wir haben uns ein kleines Best Off der Finanzmarktkrisen angeschaut.  Von der Asien-Krise über die Internetblase, die Finanzkrise, die Euroschuldenkrise, Corona und die Ukraine etc. Die Welt war allso immer unsicher und es gibt eigentlich immer genug Gründe, nicht zu investieren", empfiehlt J.P. Morgan Multi Asset-Experte Jakob Tanzmeister die aktuelle Kapitalmarktlage nicht auszublenden, sich als Langfristanlegerin aber auch nicht allzu verunsichern zu lassen, „wir haben uns auch angeschaut, was kommt eigentlich unterm Strich raus, wenn man entweder der unglücklichste oder unfähigste Anleger ist und immer genau einen Monat vor diesen genannten Krisen investiert hätte und drei Jahre später auf seinen Depotauszug gesehen hätte. Wäre man solange in einem ausgewogenen Mischportfolio investiert geblieben mit unserem Global Income Fund als Vergleichsbarometer, wäre man nach Gebühren immer noch besser gefahren als wenn man nicht veranlagt hätte. Soweit zum vermeintlich sicheren Bargeld, das man nutzt, um solche Krisen auszusitzen." Der zitierte unglücklichste oder unfähigste Anleger, der immer genau einen Monat vor so einer Krise investiert hat hätte tatsächlich im Schnitt über alle diese Krisen nach einem Jahr in drei Viertel aller Fälle mehr Gewinn gemacht und zwar im Schnitt um vier Prozent mehr als  jene, die währenddessen Kasse gehalten haben. Dies aufgrund der Diversifikation beziehungsweise Risikosteuerung und der Erholung der Märkte, die auch nach einem Jahr schon merkbar ist. Noch deutlicher zeige sich das Bild nach drei Jahren. Da war man in vier von fünf analysierten Zeiträumen über drei Jahren besser dran, wenn man langfristig und risikodiversifiziert investiert war und zwar im Schnitt um zwölf Prozent. „Das heißt das Risiko hat sich gelohnt auch in diesen unsicheren Phasen solange man eben breit genug gestreut war", betont Jakob Tanzmeister. Was der J. P. Morgan Multi Asset-Stratege daraus für seine aktuelle Anlagestrategie ableitet und wie er seinen Fonds für die nächsten zwölf bis 18 Monate positioniert hört ihr in der aktuellen Folge der GELDMEISTERIN. Viel Hörvergnügen wünscht Julia Kistner, die sich über eure Kommentare, Likes und neue Abonnenten freut, damit noch mehr Kapitalmarktbegeisterte auf den Podcast GELDMEISTERIN aufmerksam werden. Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung. #Investment #Geldanlage #Aktien #Anleihen #Mischportfolio #Timing #vorsorgen #podcast Foto: Annabelle_Duechting    

On today's episode, a look at the real estate market in Hong Kong and beyond with Adriel Chan, Chair and Executive Director of Hang Lung Properties. Plus, a look at broader market action ahead of the holiday-shortened trading week with Michael Dyer, Investment Director, Equities & Multi Asset, at M&G Investments.See omnystudio.com/listener for privacy information.

It may be a good year for the volatility market as pro-business government policies and elevated equity exposure that drive market overshoots could see high reactivity on the downside. In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu gives an update on market volatility and is joined by Catherine Clay, Global Head of Derivatives at Cboe. They discuss cross-asset volatility, flows and crypto options market.

Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.  © 2024 Neuberger Berman Group LLC. All rights reserved.

Investment markets have recovered significantly over the past two years following a weak 2022. And, Donald Trump winning the U.S. election is bound to have impacts on New Zealand's markets and the U.S. dollar. Director and Head of Multi Asset & Global Investment at Harbour Asset Management, Chris Di Leva joins. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient, discuss the significance of balanced funds in investment portfolios, particularly for retirement planning. They explore the structure of balanced funds, emphasizing their role in providing diversification across various asset classes. The discussion also covers the importance of understanding market volatility, the long-term focus required for successful investing, and the tax implications associated with balanced funds. TakeawaysBalanced funds are essential for most investors' portfolios.They provide diversification across various asset classes.Investors should expect market volatility with balanced funds.Long-term focus is crucial for successful investing.Tax efficiency is a significant advantage of balanced funds.Understanding the risk-return profile is vital for investors.Fees can significantly impact investment returns over time.Diversification helps mitigate risks associated with market fluctuations.Investors should not panic during short-term market downturns.A balanced approach is key to achieving retirement goals.Get more insight on how Prescient Investment Management can help you here.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

"Not another election pod," I hear you cry. Don't worry, we don't dwell on the ins and outs of the result. This pod is purely about what the outcome means for investors. Listen to Adam Farstrup, Head of Multi-Asset for the Americas, and George Brown, Global Economist, give their verdict on what investors should expect. RUNNING ORDER: 01:07 - Part one: the investor's verdict on the Trump win 05:49 - Part two: how it will affect the global economy NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Donald Trump's victory in the 2024 US presidential election brings with it potential shifts in how Asian fixed income markets will behave. For one, Trump's stance on fiscal expansion and trade protectionism could keep US interest rates higher for longer with a stronger dollar, creating pressure on regional debt. Jason Yu, Head of Multi Asset and Fixed Income Management, Asia at Schroders, shares his insights.Image Credit: Shutterstock.com

This week in an Allocator's Edge episode of the Value Perspective we're joined by John Husselbee, Head of Multi-Asset at Liontrust. John last joined us for our Meet the Manager series and it's good to have him back. With 38 years of experience, John is a seasoned fund manager and analyst, specialising in multi-asset, multi-manager funds. He leads a team managing target risk portfolios and bespoke investment solutions. Before joining Liontrust in 2013, John co-founded North Investment Partners and served as the Director of Multi-Manager Investments at Henderson Global Investors. In this episode we discuss: how John's experience as an investor and business leader has shaped his career; the challenges of founding businesses in asset management today; the balance between active and passive strategies; and the role fees play in decision making. There is also insight from John's work with leading investment managers over the years. Enjoy! Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change. 

Jeroen Blokland is a seasoned professional investor with over 20 years of experience. As the former Head of Multi-Asset at Robeco, one of the largest asset managers in the Netherlands, he successfully managed client assets exceeding five billion euros. He has been recognized with various awards and honors for his innovative investment solutions. › Follow Jeroen: https://x.com/jsblokland › Blokland Fund: https://bloklandfund.com SPONSOR

Featuring: Todd Jablonski, Global Head of Multi-Asset and Quantitative Investments at Principal Asset Management Steven Sun, Head of Research at HSBC Qianhai Nupur Gupta, Portfolio Manager at Eastspring Investments  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Sebastian Mullins – Head of Multi-Asset & Fixed Income, Schroders SAfm Market Update - Podcasts and live stream

Featuring:  Ian King, Bloomberg News U.S. Semiconductor Reporter Michael Dyer, Investment Director, Equities and Multi Asset at M&G Investments Bill Faries, Bloomberg Senior Editor in Singapore   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Leanne Large – Head: Distribution and Loan Syndication, Investec & Freda Hamersma – Head: Multi-Asset Structuring, Investec SAfm Market Update - Podcasts and live stream

Interview with Tim Clark, Director & CEO of Fury Gold Mines Ltd.Recording date: 12th September 2024Fury Gold Mines (TSX:FURY) presents a compelling investment opportunity in the junior gold exploration sector, offering a unique combination of high-grade assets, strong financial backing, and experienced management. With a portfolio of projects in mining-friendly Canadian jurisdictions, Fury is well-positioned to capitalize on the strengthening gold market and increasing M&A activity in the industry.The company's asset base includes three key projects:*Éléonore South Joint Venture:* Located adjacent to Newmont's Éléonore mine in Quebec, this recently consolidated project offers significant exploration potential and strategic value.*Eau Claire:* Fury's flagship asset in Quebec boasts a resource of 1.88 million ounces at over 6 g/t gold, ranking among Canada's top undeveloped gold projects.*Committee Bay Gold Project*: Located in the vast Nunavut greenstone 300 km belt with 1.3 million ounces of high-grade resources, representing a long-term growth opportunity.Fury's financial strength sets it apart from many junior explorers. The company holds an 18% stake in Dolly Varden Silver, valued at approximately $55-60 million. This strategic investment provides Fury with financial flexibility to fund exploration and pursue opportunistic acquisitions without excessive dilution.Led by CEO Tim Clark, who brings over 25 years of capital markets experience, Fury's management team emphasizes disciplined exploration, strategic partnerships, and conservative capital management. The company maintains dual listings on the TSX and NYSE American, enhancing liquidity and access to a broad investor base.Near-term catalysts include exploration results from the Éléonore South project and ongoing resource expansion at Eau Claire. The company is also well-positioned to benefit from potential M&A activity in the sector, either as an acquirer or acquisition target.Despite its strong asset base and financial position, Fury trades at a significant discount to peers on an enterprise value per ounce basis. CEO Tim Clark notes, "We're ranked at the bottom of $3 to $4 an ounce in the industry for an asset that's literally you can drive to." This valuation disconnect presents an opportunity for investors as the company continues to advance its projects and demonstrate their value.The macro environment for gold appears favorable, with economic uncertainties supporting gold prices and major producers seeking to replenish reserves through acquisitions. Fury's high-grade assets in stable jurisdictions make it an attractive player in this landscape.While risks inherent to junior mining companies exist, Fury's multi-asset portfolio and strong financial position help mitigate these concerns. The company's conservative approach to dilution and capital management further supports long-term value creation.For investors seeking exposure to gold exploration with a risk-mitigated approach, Fury Gold Mines offers a compelling proposition. With multiple avenues for value creation, a strong financial foundation, and experienced leadership, Fury is well-positioned to capitalize on the strengthening gold market and potentially deliver significant returns to shareholders.View Fury Gold Mines' company profile: https://www.cruxinvestor.com/companies/fury-gold-minesSign up for Crux Investor: https://cruxinvestor.com

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Jackson Mikalic, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:00 - Introduction to Jeroen Blokland 10:46 - A message from Onramp 11:29 - Portfolio construction & scarce assets 19:08 - Building future-proof multi-asset portfolios 24:09 - The role of volatility in portfolio construction 28:06 - The appeal of gold in portfolio construction 34:18 - The changing landscape of asset allocation 40:50 - Considering counterparty risk of scarce assets 46:49 - Onramp Multi-Institution Custody 48:17 - Transferability & deliverability of scarce assets 53:42 - Potential disruption of traditional institutions 1:00:25 - Appetite for bitcoin in Europe 1:09:00 - Catalyzing bitcoin adoption through education 1:11:26 - Elections & key macro variables to watch 1:15:55 - Outro We recently released a comprehensive report -- "The Evolution of Bitcoin Custody" -- detailing the origins of financial asset custody, bitcoin's unique custodial properties, the various tradeoffs associated with existing forms of bitcoin custody, and the ongoing maturation of solutions in the marketplace. Download the full report here. We will hosting a webinar on September 10th at 4:15PM EST to discuss this report in detail, delving into the intricate world of bitcoin custody, highlighting its origins, technological advancements, and the disruptive potential of multi-institution custody. Register to attend here. Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/

In 1990, then-Treasurer Paul Keating famously said that the country's economic downturn was the “recession that Australia had to have.” Although Keating was responding to a poor GDP print and doing his best to control the narrative, at the start of the rate hiking cycle in mid-2022 most in the market spoke of an impending recession with almost as much certainty. As it stands today, said recession is yet to materialise. So, what happened? And perhaps more importantly, what does it mean for investors? In explaining why a recession hasn't occurred, Sebastian Mullins, Head of Multi-Asset, Australia at Schroders points out that both the Australian and US governments pumped money into their respective economies—something we hadn't seen in a long time. “During the GFC, you had targeted programs to bail out banks and stimulate the economy, but on average, you had a very, very loose monetary policy and very tight fiscal policy to preserve balance sheets – i.e. improve the fundamentals of both corporate and government balance sheets”, says Mullins. “This time around, it's the reverse. We're hiking rates but the government's stimulating aggressively. So that has offset quite a bit of it”, says Mullins. Regarding America, where most of the recession indicators have been flashing red, Mullins adds that the US went into the current downturn un-levered – at least compared to previous episodes. “If you think about what the pillars of the economy are, you have the consumer, you have corporates, and you have the government”, notes Mullins. The US consumer de-levered after the GFC, reducing their amount of debt to GDP, as did corporations. “You'd expect higher interest rates to crack corporates”, says Mullins, but that hasn't happened. And while the government has been hurt by higher rates due to the bigger interest payments on its debt pile, “If the two pillars of the private economy are fine and the corporates are all fine, then there's no recession”, says Mullins. Great, no recession. What about inflation? For Mullins, the inflation conversation depends on how far into the future you look. “So in the short term, inflation's definitely coming down,” says Mullins. As for the next five years and beyond, Mullins believes there are structural forces that will mean inflation could stay above the long-term targets of central banks – although that doesn't have to be a bad thing. “There are more inflationary forces in the system now than they were over the past decade” notes Mullins, adding that “things like fiscal stimulus that's here to stay”. “You're seeing more populous governments come in around the world. You're talking about the election in the US, they're both going to spend.  "It doesn't matter who wins, it just depends on who they spend on. But there's no tea party candidate or fiscal conservative”, says Mullins. Mullins points to other inflationary factors, including de-globalisation, on-shoring, and increased security spending—whether that means military, food, mineral, or cybersecurity. “So all that is to say, we're not saying we're going to 1970-style inflation, but if in the US 2% was the ceiling of inflation for the past decade, we think it's going to become a floor. So, it might be between two to three, maybe two to four [percent]”, says Mullins. So, how are you investing? A potentially higher floor for longer-term inflation seems like a small price to pay following the most aggressive rate-hiking cycle in living memory. If someone offered the current economic and investing scenario back in late 2022 and early 2023 – with equity markets near all-time highs, bonds providing a decent yield, and an absence of recession – we'd all likely take it in a heartbeat. So, as a multi-asset strategist, how is Mullins shaping portfolios in light of macro developments and a seemingly benign backdrop? Find out in this edition of The Rules of Investing, presented by James Marlay. Mullins provides a view on Australian, US, Chinese and Japanese equities, bonds, and Australian vs. US credit. Finally, he outlines the bull case moving forward as well as the biggest risk to the outlook.  Note: This episode was recorded on 27 August 2024.  https://www.livewiremarkets.com/wires/what-happened-to-that-recession-we-were-promised

‘People don't have to go through capital gains tax events ... and can sleep well at night', explains Stanlib's Marius Oberholzer.

In todays episode, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient,  discuss the investment opportunities in South Africa and around the world. They highlight the potential for good returns in South African asset classes, such as equities and fixed income instruments, due to attractive valuations and high yields. They also discuss the importance of diversification and the potential for growth in emerging markets like Japan. TakeawaysSouth African asset classes, such as equities and fixed income instruments, offer attractive valuations and high yields.Diversification is important, and investors should consider allocating to emerging markets like Japan.A balanced and rational approach to investing, focusing on long-term goals, is crucial.Investments should be based on the mix of asset classes that align with individual investment needs.Get more insight on how Prescient Investment Management can help you here.Send us a Text Message.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

In today's episode, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient, discuss the potential for interest rate cuts in the US and how it may impact asset allocation. They discuss the importance of diversification, preparing for different eventualities, the opportunities in global fixed income, and the potential for value in stock markets outside of the US.TakeawaysInterest rates are likely to come down in the US, and investors should prepare for different eventualities.Diversification across geographies and asset classes is important to mitigate risks and take advantage of opportunities.Global fixed income, which has been ignored for years, is now offering attractive returns.There are opportunities in stock markets outside of the US, especially in South African equities.Investors should consider the impact of interest rate cuts on different asset classes and adjust their allocations accordingly.Get more insight on how Prescient Investment Management can help you here.Send us a Text Message.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

It's been a wild couple of weeks in the build up to the US election. So we invited Economist, George Brown, and Head of Multi-Asset , Americas, Adam Farstrup to discuss the impact of events that have unfolded. We also talk about the likely outcomes in the race for the White House and control of Congress, and what they mean for the economy and markets. RUNNING ORDER: 00:21 - Part one: what the polls and bookies are telling us 06:48 - Part two: the race for congress 11:50 - Part three: what it means for markets and the economy NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation' based on prevailing market conditions.

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolios, Risks to such a scenario include doubts about the sustainability of high government budget deficits. The resulting search for alternative stores of value could well continue to favour gold.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

“Diversifikation ist im Grunde ein Segen. Ein Fluch nur, weil ich das Risiko verteilen will und das geht ein wenig zu Lasten der Rendite. Ich gewichte dann die Anlageklassen”, sagt Christian Henke. Im @IGDeutschland Trading Talk analysiert der Senior Marktanalyst weiter: "Der Multi-Asset-Ansatz ist die Champions League beim Trading. Ich brauche ein ausgewogenes Depot, das Risiko ist geringer und es schont die Nerven der Anleger." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch und auf https://bit.ly/InsideWirtschaft

In a real estate market marked by uncertainty, can a multi-asset Opportunity Zone fund strategy offer investors a solution for navigating challenging market dynamics? Chris Loeffler, CEO at Caliber, joins the show to discuss the impact of interest rate changes on real estate investments, the resurgence of hospitality, and evolving multi-asset OZ fund strategies. Show notes & transcript: https://opportunitydb.com/2024/04/chris-loeffler-300/

In this week's episode of the financial podcast, Warren Ingram discusses the complexities of the nation's fiscal situation with Chris Eddy, Head of Multi-Asset funds at 10x Investments. They analyze the implications of high debt levels and the use of foreign exchange reserve profits, highlighting the transition from stability to vulnerability. Amid economic challenges, opportunities for investors are explored, with Chris promoting strategic risk-taking, particularly among the youth, for potential personal growth.Questions/Topics: Impact on Private Sector: The examining of the ripple effects of South Africa's high debt costs on the private sector. Nuances of Credit Spreads: The conversation delves right into the intricacies of credit spreads and their implications for investor risk. Exploring the challenge of finding asset diversificationGovernment Spending and Debt: Peel back the layers of government spending overshadowed by towering debt. Opportunities for Investors: The emphasis on the potential within the youth demographic and advocate for embracing early-life financial risks to pursue.For more valuable insights from the 10x team, click here.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Gain tons of value in today's episode with Jeremy LeMere, sharing how he shifted from his engineering career to full-time real estate investing.Jeremy spills his secrets to successful syndication, raising capital, building a strong team, navigating multiple asset classes in the real estate space, and diversifying his investment portfolio for generational wealth. Tune in because we've covered more in this interview!Key Points & Relevant TopicsJeremy's journey from utilizing the BRRRR strategy for rehabbing to multifamily and portfolio diversificationHow Jeremy started transitioning from his full-time job to real estate investingThe advantage of having the privilege of choosing your desired career pathBenefits of putting automated systems in place and getting educated in real estateWays to find the right people to be on your teamHow powerful it is to have the experience when getting into larger dealsThe significance of understanding your strengths and weaknesses in raising capitalWhy people within a real estate team should stay tightly connected in a volatile marketResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Jeremy LeMereJeremy LeMere began his real estate journey when he purchased his first duplex in 2010. He began investing with the goal of retiring by the time he turned 55. In 2011, he earned his MBA, which changed his investing trajectory. Leveraging the opportunity brought by the Great Recession's foreclosure market, he began rehabbing single-family homes in 2013 to quickly build equity in his portfolio. Four years later, after 22 years as a manufacturing engineer, he experienced a career-disrupting event that pushed him to scale his real estate portfolio even more quickly. In 2018 he closed on a 28-unit apartment property. Three months later he closed on an 8-unit property which allowed him to become financially free from his engineering career, thus achieving his goal by the time he was 45.    Since 2018, Jeremy has continued to diversify his investments by expanding his real estate portfolio into a variety of real estate assets. He is passively investing in out-of-state assets, providing hard money loans, and syndicating deals (including over 1,000 self-storage units, commercial retail spaces, and hotel-to-apartment conversions) as a means to diversify his investments. Jeremy has since ended his engineering career and transitioned to real estate full time. He now spends time helping others learn about real estate by participating in regional REIA organizations and the local apartment associations, where he actively encourages others to get into real estate. Get in Touch with JeremyWebsite: Star Capital Management Group, LLC / https://starcmg.com/ Email: jeremy@starcmg.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode I speak with Nick Baltas, Managing Director at Goldman Sachs and head of cross-asset delta one, commodity, and stocks strategies R&D and Structuring. There are three major discussion points in this episode. First, we discuss how Nick thinks about using the broad palette of systematic strategies he has at his disposal to solve the problems of asset owners.Second, we discuss Nick's research on cross-asset skewness. Less commonly discussed among multi-asset strategies, Nick wrote one of the preeminent papers on the topic and provides considerable insight into the nuance of implementing a skewness strategy.Finally, Nick shares his thoughts on building multi-strategy portfolios, both in theory as well as with respect to meeting client needs.I hope you enjoy my conversation with Nick Baltas.

As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come. How can investors manage volatility and risk, and still find promising investment opportunities? What does the process of creating the ten themes entail? And what strategies can investors adopt to navigate these ever-changing financial markets effectively? On this episode of Disruptive Forces, Anu Rajakumar goes behind the scenes with Shannon Saccocia, Chief Investment Officer for NB Private Wealth, to understand the robust debates that shaped the selection of the Solving for 2024 themes and how they accommodate varying asset class perspectives as well as regional and geographic considerations.      This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness, or reliability. All information is current as of the date of recording and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks including the possible loss of principal. Investments in hedge funds and private equity are speculative, involve a higher degree of risk than more traditional investments and are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    The views expressed herein include those of the Neuberger Berman Multi-Asset team and Neuberger Berman's Asset Allocation Committee. The Asset Allocation Committee is comprised of professionals across multiple disciplines, including equity and fixed income strategists and portfolio managers. The Asset Allocation Committee reviews and sets long-term asset allocation models, establishes preferred near-term tactical asset class allocations and, upon request, reviews asset allocations for large, diversified mandates. The views of the Multi-Asset team or the Asset Allocation Committee may not reflect the views of the firm as a whole, and Neuberger Berman advisers and portfolio managers may take contrary positions to the views of the Multi-Asset team or the Asset Allocation Committee. The Multi-Asset team and the Asset Allocation Committee views do not constitute a prediction or projection of future events or future market behavior. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed.   The information in this material may contain projections, market outlooks or other forward-looking statements regarding future events, including economic, asset class and market outlooks or expectations, and is only current as of the date indicated. There is no assurance that such events, outlook and expectations will be achieved, and actual results may be significantly different than that shown here. The duration and characteristics of past market/economic cycles and market behavior, including any bull/bear markets, is no indication of the duration and characteristics of any current or future be market/economic cycles or behavior. Information on historical observations about asset or sub-asset classes is not intended to represent or predict future events. Historical trends do not imply, forecast or guarantee future results. Information is based on current views and market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.   This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit http://www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.     The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2023 Neuberger Berman Group LLC. All rights reserved.

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header between multi asset class ETFs from Amplify (SWAN), BlackRock iShares (AOA), and WisdomTree (NTSX). Program judges Athan Psarofagis at Bloomberg Intelligence and Frank Tedesco III at Astoria Portfolio Advisors, examine this tussle between funds investing different asset classes, including black swan strategies. Who wins? Find out. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Watch the battle before you invest!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com