Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.
Currency has been many things over the ages. First, it was barley, salt and cattle. It then became metal, mostly gold and silver. Representational currency came next, where pieces of paper represented holdings in gold or silver. Then fiat became the norm, where the currency's value was supported only by the government issuing it. Crypto-currencies have now entered the scene and are believed by many to be setting the stage for the next shift in currency. The question remains: What will it take to drive adoption and allow digital currencies to replace fiat as the major form of currency on the planet?
In this episode Leslie Samuelrich, President of Green Century Asset Management, talks about how shareholder engagement with companies and their supply chains can produce good business results and positive environmental impacts.
Global markets have reacted negatively to the heated trade environment and are concerned about the possibility of an all-out trade war. Senior Investment Strategist, Lincoln Ellis discusses what this could mean for investors.
With the 10-year Treasury reaching 3% it’s understandable why advisors and clients are concerned about rates going forward. Here’s our take.
•Intermediate – short-term part of the yield curve
•High quality credit
•Purpose of bonds in portfolio
Join Rolf Agather and special guests, Matt Lacy, Portfolio Manager, VRS (Virginia Retirement System), Vis Nayar, Deputy CIO Equities, HSBC Global Asset Management, Nicholas Samaran, Head of Innovative Product Development, Invesco and Fadi Zaher, Head of Index, Asset Allocation, Factor Based Investing, Product Specialists, LGIM as they review and analyze the results of the 2018 global institutional smart beta survey. The webinar is recorded live from the studios of The London Stock Exchange.
This excellent conversation with Scott Klimo, CIO of Saturna Capital, will help investors and their advisors focus on long term portfolio strategy risks and opportunities, all while achieving SDG #13:Climate Action, by 2030.
Patrick Doherty co-authored "The New Grand Strategy", discussed in this podcast, to highlight the American Economy's regenerative power in challenging times. That collaborative effort led to development of Long Haul Capital's innovative lending programs.
U.S. small cap stocks have been showing strong performance. Head of Quantitative Strategies Michael Hunstad explores what is driving the returns, and if it is signaling the resurgence of the small size premium.
In December 2017, FlexShares ETFs engaged third-party research firm1 Riedel Strategy to conduct a national study of occupational wellness among financial advisors, to better understand the advisor experience and help advisors live better, more productive and satisfied lives. Nearly 700 people completed and returned the survey – giving us insight into the health and wellness of advisors from a range of firms across the United States. What we found, coming in the midst of a long-running period of market stability, might seem counterintuitive: Advisors are under a lot of stress. Conversely, they also are very satisfied with their occupational choice.
Managed Futures is an investment strategy that has historically performed well during periods of economic crisis, falling interest rates, and recessions.
But how does Managed Futures perform when interest rates are rising?
Altegris’ research team performed a historical analysis, which examined how managed futures has performed against equities and fixed income in various market environments over the last 30 years.
Join Miguel Sosa, Portfolio Strategist of Research and Investment Solutions with Altegris, for this live digital discussion. Prior to joining Altegris, Miguel was an Assistant Vice President and Hedge Fund Portfolio Specialist with Wellington Management, a Boston-based investment manager with more than $1 trillion in assets under management. He holds an MBA and SM in Engineering from the Massachusetts Institute of Technology (MIT). Over this interactive 45-minute webcast, Sosa will address and provide:
• How managed futures can potentially diversify and mitigate portfolio risk.
• Why we believe managed futures are poised to perform positively moving forward.
• An outlook for managed futures and how to appropriately allocate to this non-traditional asset class.
*For more information on Altegris private and public funds, please visit www.altegris.com/arena
Disruption and technological innovations are creating opportunities in select businesses for private asset investors. But perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture. Steven Yang of Zurich-based Schroder Adveq, with Valentine Whittaker, Alternatives Director at Schroders, offer their views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.
Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.
Steven holds a Bachelor's degree in Finance and International Business from New York University, US.
Until now the transition to a sustainable and green economy has been a loose concept rather than a defined, investable and industrial system that could help improve investment returns. This webinar will aim to explain, define and dispel such myths, and also highlight how benchmark stewardship can support your investment needs.
During this webinar we will cover the following:
• Six things you need to know about the green economy transition
• An overview of the size, growth and exposure of the green economy
• A review of the investment performance of green companies
• Role of benchmarks in supporting investor stewardship
Join this interactive 2018 CIO mid-year outlook to discover the macroeconomic investment trends in the current investing environment. Key highlights include:
• A substantial underweight to global government bonds
• An increasing overweight to Real Assets with Yield and Growth
• The addition of Grains (Corn) to the portfolio and a decrease to cash
• The decision to remain equal-weight Public Equities by underweighting Turkey and adding to the U.S.