MASTERCLASS: Liquid Alternatives - May 2019
Liquid alternative investments are funds that aim to provide investors with diversification as well as downside protection through alt investment strategies. The advantage is that they’re liquid and require lower minimum investments. In this Masterclass, 3 experts discuss Liquid Alternatives and how in a demanding investment environment, investors may be looking beyond the traditional investing and seek access in alternative investments. Kimberly Flynn, Managing Director of Alternative Investments at XA Investments Stan Sokolowski, Deputy Chief Investment Officer and Head of Portfolio Management at CIFC Asset Management Richard P. Talley, SVP of Business Development at UMB Fund Services
Embracing An Institutional Approach to Advising Clients
In this segment, James Johnson, Associate Vice President of The Optimal Service Group of Wells Fargo Advisors draws on his experience with endowments and insurance companies to share insights into how an institution approaches key decisions and why you may want to adapt institutional thinking into your own investment planning.
Happy Birthday, Bull – Longest Bull Market
Sam Stovall speaks with Ken Leon on the Bull market. Is it the longest and will it continue in 2019?
Hot Seat: Target Date Funds’ Preparation for the Market
Wyatt Lee, CFA, T. Rowe Price Portfolio Manager, takes the Hot Seat to discuss the active decisions embedded in index target date funds, preparing the glide path for the market, and what he expects for target date funds in the next 10 years.
Economist Perspective: Equities Bull Market Turns 10
Could a resolution of the trade war and the Fed’s pause on interest rate hikes give the stock market a second wind? Equities marked an important chapter this month with the decade-long bull market. The big question now is if the unintended consequences of monetary and trade policies could derail the stock market? Blu Putnam, Chief Economist at CME Group discusses.
2019 Institutional Outlook
Dave Goodsell interviews Chief Market Strategist Dave Lafferty for his thoughts on key findings out of the Global Survey of Institutional Investors. Download the Survey
Why Investors Should Care About Global Debt
Ian Bremmer, President and Founder of Eurasia Group and Marc Odo, Client Portfolio Manager of Swan Global Investments, discuss the looming challenges on the horizon for investors brought about by ever rising global debt.
Beyond the S&P 500: A Deeper Look at Portfolios and Benchmarks
The decade-long bull market rewarded investors concentrated in large-cap stocks and long-duration bonds – but also reinforced a risky view that the S&P 500 Index is a good benchmark for constructing portfolios. With markets now seemingly poised to turn, it’s more important than ever for investors and financial advisers to re-consider the long-established merits of broader asset selection. Watch James Macey, CFA, CAIA, Director of Multi-Asset Portfolio Management as he discusses the multi-asset approach, holistic financial planning, and realistic portfolio benchmarking.
MASTERCLASS: Insights and Expectations for 2019
2018 delivered more than it's fair share of challenges and even shocks to the markets. From geo political crisis to rising US interest rates and a stronger dollar, which led to a deep sell off in a emerging markets, and who can forget the growing trade dispute between China and the United States that has weighed on the markets for months. It was a lot for professional investors to digest last year. Today three of the finest at American Century will discuss how they've managed their specific areas of expertise throughout all of it and what they see on the horizon in 2019. Cleo Chang - Senior Vice President, Head of Investment Solutions Patricia Ribeiro - VP & Sr. Portfolio Manager, Emerging Markets Vidya Rajappa, CFA - VP & Portfolio Manager, Multi-Asset Strategies Moderated by Paul Herdtner - VP, Corporate Communications For Financial Professional Use Only / Not for distribution to the public.
Rethinking the Analysis of Target Date Strategies
Target date funds have become the investment vehicle of choice for most corporate retirement plans — but because returns have largely been driven by the 10-year bull market, it can be difficult to effectively analyze strategies. Rich Weiss of American Century explains the need for a new forward-looking tool that can help. For Financial Professional Use Only / Not for distribution to the public
What’s the Problem with Volatility?
The problem with market volatility is investor behavior, says Global CIO Colin Moore. When there is volatility, particularly on the downside, investors can make very bad decisions.
Focusing on value while growth stocks dominate
Has the broad success of growth stocks during a multiyear bull market been a distraction to Jim Lovelace, a portfolio manager on equity-income fund Capital Income Builder®?