Geopolitical Events Could Rattle Markets
If China is willing to make concessions to the U.S.–such as decreasing its trade surplus, buying more American goods, and increasing protections on Western intellectual property–would it satisfy the Trump administration? We’ve conducted nearly a dozen due diligence calls with Chinese experts trying to understand their perspective. Based on those discussions, T. Rowe Price Portfolio Manager David Giroux believes that China is willing to do so, and he feels the odds of a U.S.–China trade resolution are higher than the market perceives.
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.
Top Risks to the Global Economy
PIMCO’s Global Economic Advisor and CIO U.S. Core Strategies discuss the risks future geopolitical shocks and an accelerated China slowdown could pose for global financial markets.
Global ETFs and ETP Asset Growth
Deborah Fuhr, Managing Partner & Founder of ETFGI LLP, presents an update on Global ETF industry (as at end of November 2018).
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
MASTERCLASS: 2019 Economic Outlook
As we edge closer to the end of a particularly volatile year, it's important to reflect on what investors experienced, and what market developments we can anticipate in 2019. Is the Federal Reserve raising rates too much, too fast, could the ongoing U.S./China trade war bring about a recession? Three experts join together to share their insights on the state of the economy in the coming year. Jim Bell - President and Founder at Bell Investment Advisors David Dali - Portfolio Strategist at Matthews Asia Terry Goode - Senior Portfolio Manager at Wells Fargo Asset Management
Tariffs in the News
Tariffs are big in the news, although not traditionally great for the global economy. John Love, President and CEO of USCF Investments sits down to discuss the possible outcome of tariffs in the future including possible dislocations with certain commodities, the hope for correction fast and the effect it would have on asset classes.
Small Cap Value in a Rising Rate Environment
Small cap value is lagging, and it’s generally been scarce since the great financial crisis—but opportunities still exist. Small Cap Value VP & Sr. Portfolio Manager Jeff John shares two that pique his team’s interest going into Q4 2018: Ares Management and Camping World.
Stocks Continue to Overcome Headline Risk
Tariffs, counter tariffs and extremely strong corporate profit growth. That was the story of Q3 2018, but Global Value Equity VP & Sr. Portfolio Manager Mike Liss sees slowing growth headed into 2019. In this quarter’s outlook video, he speaks to headwinds and tailwinds that lead him to believe the market will continue to creep higher.
MASTERCLASS: Small Caps - October 2018
As small caps have been underperforming up until this year, investors are playing catch up, shifting to other opportunities and pivoting portfolio construction techniques in a relatively positive economy. Four experts, who have been putting portfolios together for decades, join together to discuss those opportunities, the affects on world trading and what's to come in 2019. Kevin Ross, CFA - Senior Vice President, Portfolio Manager at Advisory Research Investment Management Craig Hodges - Partner at Hodges Capital Management Catherine Nicholas- Managing Partner and Chief Investment Officer at Nicholas Investments Partners Jay Kaplan - Portfolio Manager at The Royce Funds
Global Economic Trends for Investors
Listen to Juan Carlos Artigas, Director of Investment Research for the World Gold Council discuss: The top three things investors should know going into the fall Positive but even economic growth and trade wars Inflation and the possibility of an inverted yield curve Why investors may find gold attractive in a portfolio For additional information, read our Global Economic Trends Outlook here
Large Cap Value Strategy Update
Portfolio Manager Dmitry Khaykin discusses the role of geopolitics and the economic backdrop as drivers of second-quarter equity returns, highlights the Strategy’s recent strong performance in health care services and financials, and questions the long-term sustainability of the current narrowly led market. Learn more about the ClearBridge Large Cap Value Strategy