AdvisorHub News of the Week - 5/11/2019
Industry veteran registers with LPL Financial, Merrill Lifer signs up with RBC, and 401(k) accounts at Fidelity grow sixfold in decade. To learn more about these stories visit www.AdvisorHub.com for the full length reports from Mason Braswell, Jed Horowitz and the AdvisorHub team.
Putting Factors to Work
Bobby Barnes, Quantitative Analyst at Fidelity Investments discusses Fidelity’s history of using factors as part of its investing strategy, the merits of a factor-based approach to portfolio construction, and how factors can be combined to target specific outcomes.
MASTERCLASS: 2019 Outlook
2018 started out just great for companies and the investors that put money into them with the U.S. Corporate Tax Rate slashed to twenty percent. But these last few months of 2018 have been bogged down by worries on trade, rates, the economy that's led to anemic returns. Three experts in bonds, stocks and economics join together to discuss what’s in store for next year, what should they expect, and where should they be putting their money for 2019. Owen Fitzpatrick - Managing Director, Lead Portfolio Manager of Aristotle Atlantic Partners Jacob Weinstein, CFA - Research Analyst, Asset Allocation Research of Fidelity Investments Megan E. Greene - Global Chief Economist at Manulife Asset Management Francis Gannon - Co-Chief Investment Officer, Managing Director of The Royce Funds
MASTERCLASS: Fixed Income - October 2018
As the Federal Reserve raises rates for the third time, despite criticism from President Donald Trump about higher rates, Bond Markets are finally seeing some drama in its after years of untouched interest rates. Doug, Mark, and Celso join together to discuss corporate bonds, loans and how to plan ahead. Doug Peebles - Chief Investment Officer, Fixed Income at AllianceBernstein Celso Munoz, CFA - Portfolio Manager at Fidelity Investments Mark Redfearn, CFA- Senior Managing Director, US Investment Grade Portfolio Manager at PPM America, Inc.
The Key To Success May Lie in the Customer
Some of the biggest industry opportunities can be found with women, millenials and digital technology. Ram Subramanian outlines these opportunities and highlights what he views are the keys to success.
MASTERCLASS: International Investing - August 2018
Is it time for advisors and investors to reevaluate their allocations to international exposure? In this edition of MASTERCLASS, industry experts join to discuss global markets and international investing. James A. Doyle - Portfolio Manager at Causeway Capital Management Robert Bush, IMC, FRM - ETF Strategist at DWS Bill Kennedy - Portfolio Manager at Fidelity Investments Todd Morris - Portfolio Manager & Analyst at Polen Capital