Midyear Outlook: Putting the Debt Level into Perspective
Franklin Templeton CIOs discuss increased levels of debt and why looking at the absolute level of debt doesn’t capture the whole picture. Download the Midyear Outlook
Investors May Be Ignoring Cyclical Risks
Cyclical risks in corporate debt and what companies may be most impacted.
Crunch Time: What Investors Need to Know About the Debt Ceiling Debate
The ability of Congress to agree on a new debt ceiling and spending limit could have significant consequences for markets and investors.
Intro: Why Investors Should Care About Global Debt
Much of the the global and the US domestic environment demonstrate uncertainty. Marc Odo, Client Portfolio Manager of Swan Global sits down to discuss the areas which are most concerning in this unstable space.
Financial Stress Impacts The Workplace And Employers Help
Chris Luongo, DVP of Marketing Strategy and Business Development at ADP Retirement Services sits down with Liz Claman to discuss the employee financial health affects the workplace, and why a comprehensive financial wellness program can help improve employee productivity, job satisfaction, and retirement readiness. With the average employee juggling student loans, credit card debt, and healthcare costs, Luongo shares research insights that can help foster better financial health.
Credit risk in today’s fixed income environment
Debt-heavy companies are looking to de-lever. Portfolio manager John Smet discusses the credit-risk implications for bond investors in today’s slower growing economy.
MASTERCLASS: Small Caps - December 2018
Looking across equity markets this month, investors have seen volatility reappearing and stock prices falling. Three leading stock portfolio managers join together to discuss primary issues in small caps stocks, where the future is heading, how investors can better prepare. Miles Lewis, CFA - VP & Portfolio Manager, Small Caps Value Portfolios of American Century Investments Charlie Dreifus, CFA - Portfolio Manager, Managing Director of Royce & Associates, LP Bill Costello - Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manage of Westwood Holdings Group For Financial Professional Use Only / Not for distribution to the public.
A Value Approach to Emerging Markets
Paul Espinosa describes the structural changes that have made it possible to realize a value strategy in emerging markets. He explains how the strategy’s research process is based on Seafarer’s framework of seven distinct sources of value in emerging markets. White Paper: On Value in the Emerging Markets
Get Exposure to the Strong Consumer Balance Sheet
Securitized fixed income: Our outlook continues to be very favorable as we think about the strength of the U.S. consumer.
Defusing A Time Bomb
Build America Mutual discusses how pension liabilities affect municipal bond investments and if it means future defaults and losses for investors.
TCW Emerging Markets Debt Outlook
TCW Emerging Markets Portfolio Specialist Anisha Goodly reviews EM performance in 2016 and provides outlook for 2017.