Using Fundamentals to Create Adaptable ETFs
Obtaining the right ETF exposure begins with knowing what you want to accomplish. Ed Rosenberg, Head of ETFs at American Century Investments discuss what drives market volatility, how products can adapt to market cycle change, and giving your portfolio the proper exposure.
Patience is a Virtue
The stock market has experienced significant injuries. Just as we would need time to recover and rehabilitate from an injury, so, too, does the stock market. We invite you to access our latest video featuring Bob Meeder, President and CEO of Meeder Investment Management where he addresses his thoughts on the recent market downturn, what he believes is the prognosis for recovery, and explains how Meeder Investment Management is deploying its Defensive Equity process. We believe this is an excellent time to explore tactical asset allocation and the benefits of utilizing a multi-discipline/multi-factor approach. Visit meederinvestment.com for additional information.
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
TCW Equity Outlook: A Focus on Value
TCW Senior Portfolio Manager, Diane Jaffee discusses outlook for equities and why value stocks may be poised for out performance.
MASTERCLASS: International Investing - November 2018
Being overweight in the U.S. has served investors decent returns, but that may be about to change. With volatility hitting Wall Street and driving markets overseas, investors around the world are growing increasingly worried. Three investment strategists join together to discuss how to navigate risk, the effects on geopolitical landscapes and the overall global economy. Patricia Ribiero - SVP, Senior Portfolio Manager at American Century Brian Barish, CFA - President, CIO at Cambiar Investors LLC Danton Goei - Portfolio Manager, Davis International & Global Strategies at Davis Advisors For Financial Professional Use Only / Not for distribution to the public.
International Diversification Strategies for ETFs
John Stolzfus, Managing Director and Chief Investment Strategist for Oppenheimer Asset Management shares his outlook for ETFs and discusses the importance of exposure to all asset classes.
New Mission for Investment and Wealth Institute
Private Wealth Advisor Kevin Sanchez focuses on the 12,000 members of the Investment and Wealth Institute in more than 32 countries around the globe, retirees and education.