Investing in U.S. Growth Equities
Grant Bowers, Vice President and Portfolio Manager with Franklin Equity Group, talks about why he is optimistic about growth stocks in the US Equity market despite earnings slowing, and explores sectors where he is finding opportunities today. For additional reading on financial technology and innovations that we believe are impacting financial services companies, see Automation for the People: Fintech in the Real World
Know Your ETF: Identify Portfolio Goals
Ed Rosenberg, SVP and Head of ETFs at American Century Investments, weighs in on the importance of understanding portfolio construction and investing goals.
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
MASTERCLASS: Successful ESG Investing for nonprofits
Global ESG Assets under management grew by 73% from 2012 to 2016 as more nonprofits explore if they can or even should align their investments with their mission. In this Masterclass, 2 experts discuss steps to successful ESG Investing, mapping a plan for nonprofits and strategies for better outcomes. Jeremy Tennenbaum, CFA, Senior Nonprofit Strategist at Vanguard Douglas Grim, CFA, Senior Investment Strategist at Vanguard Click here to learn more about Vanguard's ESG Investing
Capital Ideas: Content that cuts through the noise
Watch and learn why Capital Ideas should be your one-stop shop for timely market insights and analysis. Explore Capital Ideas
The Rapid Growth of CITs
Over ten years ago, AB published a paper on the emergence of collective investment trusts as a logical choice for many Defined Contribution (DC) plans. In that time, plan sponsors have increasingly used CITs to lower plan costs and provide transparency to participants. With pressure mounting on employers of all sizes to offer participants reasonable, cost-efficient investment options and fulfill their fiduciary duty in a world of increasing litigation, CIT use is rapidly growing.
MASTERCLASS: Real Assets - May 2019
Real assets encompass a range of investment options that offer diverse benefits. Incorporating alternative investments into a portfolio can protect investors against volatility and downside risk. In this Masterclass, 4 experts discuss real assets with a focus on real estate and gold. Dr. Randy Anderson, President and Chief Economist at Griffin Capital Asset Management Ed Coyne, Executive Vice President of National Sales at Sprott Asset Management Ryan Dobratz, Lead Portfolio Manager of Real Estate at Third Avenue Management Juan Carlos Artigas, Director of Investment Research at the World Gold Council
Big challenges around the bend for U.S. auto
The Big 3 U.S. automakers need to shift gears to remain competitive in a rapidly changing industry, says investment analyst Kaitlyn Murphy.
Will the Cannabis Story Go Up in Smoke?
Rob observes that history is replete with manias and bubbles. But it is also examples of disruption and innovation. Which bucket will cannabis fall into?
The Next Move For the Fed
Scott Minerd, Chairman of Investments and Global CIO, explains why strong economic growth and inflationary pressure could compel the Federal Reserve to hike the fed funds rate as soon as the fourth quarter this year.
Risks vs. Reality: Are the markets out of step?
Brexit, trade wars and geopolitical intrigue dominate the headlines. Yet, U.S. business confidence remains high while stocks continue to climb and P/E levels suggest less global risk. We explore this Goldilocks scenario to determine investment opportunities, as well as bears to avoid. Download our Q2 Global Economic Outlook
Stable Value in 529 Plans
MetLife's Warren Howe, National Sales Director, Stable Value Markets, discusses stable value as a capital preservation option in 529 plans.