MASTERCLASS: Global Investing
It's been a strong start to the New Year for major stock markets across the world. After ending 2018 in a volatile meltdown, is this a fresh start for global investors? Three experts join together to discuss geographical opportunities, long term ESG potential, and trade wars impact on the global market Conor Muldoon - Fundamental Portfolio Manager of Causeway Capital Management Clive Gillmore - Group CIO and CEO of Mondrian Investment Partners David Nadel - Portfolio Manager of Royce Funds
Expect a Faster Fed When the Next Recession Hits
Scott Minerd, Chairman of Investments and Global CIO, joins CNBC at Davos 2019 to explain why with so little wiggle room on rates, the Federal Reserve may be forced to reengage in quantitative easing if the economy stalls.
U.S., China lead global growth slowdown
Slowing growth in both the U.S. and China is leading to tough economic times globally, says portfolio manager Rob Lovelace.
Economist Perspective: The Three Phases of Event Risk
The nature of event risk has changed since the Great Recession. As event risks enter phase three, what’s at stake in 2019? In this video Blu Putnam, CME Group Chief Economist examines the three phases of event risk since the Great Recession and discusses why event risk outcomes in the current third stage could be dragged out in 2019.
CE - Political Mayhem and the Markets
The dog days of summer will get even hotter as the markets turn their attention to the midterm elections. On Ivy Live the panel discussed: The E.M. headwind Fed policy Wildcards Collateral damage
Anatomy of a Recession: Probabilities vs. Possibilities
It's hard to believe that we are in the tenth year of this economic cycle. But in any long economic cycle or long market cycle you have the wall or worry. What will happen? What are the risks? All of these worries keep investors out of the market while the markets continue to churn higher. In this webinar, ClearBridge Investments' investment strategist Jeffrey Schulze, CFA explains where the average investor is getting it wrong and discusses the difference between possibilities and probabilities.
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
Evaluating European Equities
In this segment from the International MASTERCLASS, the panelists examine a chart that reflects the relative cheapness of European stocks and discuss where they’re seeing opportunity.