MASTERCLASS: Municipal Bonds - April 2019
Municipal bonds have been in high demand generating positive returns so far in 2019. What opportunities and challenges are ahead? On this Masterclass, a panel of experts discuss the world of Municipal Bonds. Steven Permut, SVP and Senior Portfolio Manager, American Century Investments Grant Dewey, Head of Municipal Capital Markets, Build America Mutual David Dowden, Managing Director, Portfolio Manager, MacKay Municipal Managers For Financial Professional Use Only / Not for distribution to the public.
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.
Looking Beyond the U.S. for a Bright 2019
As we look forward into 2019, we are always looking for what's on the horizon. David Nadel, Portfolio Manager, Principal at Royce & Associate, LP sits down with Liz Claman to discuss the best opportunities for 2019, how to receive knowledge on international small caps and the future of Royce & Associate.
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.
Good Income, Strong Outcome: Why Quality and Diversification Matter in Multi-asset Investing
With multiple risks on the horizon, such as trade tariffs and emerging market volatility, uncertainty arises for investors. Loomis Sayles' Maura Murphy discusses the importance of multi-asset investing and the need for flexibility. She discusses how to create a tactical approach and harvest income to help manage volatility through market cycles.
Finding Tax-Efficiency Potential in Options-Based Strategies
Mike Buckius of Gateway Investment Advisors discuses how the firm seeks to manage portfolio tax liabilities