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
How Institutions Implement Factors
While the benefits of factor investing have been known for decades, today the growth of data and technology are making factors easier than ever to implement. Erick Weis, a Senior Portfolio Manager at Ohio Public Employees Retirement System (OPERS), explains how they recently reviewed the equity asset class using factors to enhance their portfolio.
Jennison: A Culture of Conviction for 50 Years
Jennison Associates was founded on a conviction that’s as true today as it was then: Doing what’s right for clients will always be right for the business.
Market Movers: March U.S. Jobs Report
Can another U.S. jobs disappointment reignite recession fears? Jim Iuorio and Scott preview Friday’s non-farm payrolls report and discuss what the March data could mean for the Fed.
Market of the Week: 10-Year T-Note 04/02/2019
Both U.S. stocks and bonds surged through the first-quarter. Can this trend continue? Jeff Kilburg and Scott Bauer discuss factors that could underpin the bull market.
Davis ETFs and the Opportunity in International Equities Today
Dodd Kittsley, CFA & Davis National Director, discusses Davis’ active equity ETFs, why investors should reserve a place in their portfolios for active management and trends driving international investment returns.
Economist Perspective: Debt Ceiling Back in Play
U.S. debt ceiling and a potential government shutdown could be back in play later this year. Blu Putnam, CME Group Chief Economist explains while the probability of the twin threat is low, such an occurrence could potentially hit equities in Q3.
Market Movers: U.S. GDP
The yield curve has inverted. Are U.S. stocks fixated? Jim Iuorio and Scott Martin preview Thursday’s U.S. GDP report and discuss if the data will show a slowdown in growth.
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?
Understanding Asset Flows in the Mutual Funds Industry
Cathy Seifert speaks with Todd Rosenbluth on stock performance and secular changes in the mutual fund industry, and the pressures they face.
Keys to target date success
American Funds Target Date Retirement Series® has posted strong results over its relatively brief history. Ralph Haberli, head of institutional retirement at Capital Group, details the likely reasons behind the series’ success. Learn more about American Funds Target Date Retirement Series.
Trader's Edge: Trade Wars - Measuring the Impact on Equities
Talks between the U.S. and China enter overtime as negotiators continue to work through terms. As uncertainty grows, equity markets have been reacting to possible outcomes. Dave Lerman, Educator at CME Group discusses.