Tags Podcast

podcast

What to Expect from Muni Markets in 2018video

What to Expect From the Muni Market in 2018

The municipal asset class has historically been somewhat insulated from the effects of natural disasters. 2017 put that resiliency to the test as state and local governments dealt with hurricanes, floods and wildfires. While the...
Evidence Over Emotion

Evidence Over Emotion: Q4 2017 Podcasts

It’s an interesting time to be an active investor. Global markets are benefiting from improving economic conditions and corporate profit growth. And despite a shaky start to 2017, emerging markets appear to be having...
video

What is Fueling Global Equity Returns?

In the world of investments, little is certain. However, one thing I can say with complete certainty is that my job is never boring. There are few slow days when you’re tracking market events...
Risk and Retirement Investing

Risk and Retirement Investing

Podcast Risk in investing is often simply thought of as volatility of returns. But in a retirement context, the concept must be so broad as to encompass an entire range of risks, up to and...
Bond Market Backdrop Bolsters the Search for Value

Bond Market Backdrop Bolsters the Search for Value

Podcast Long-term bond investors have enjoyed an extended period of positive performance. And there are few reasons to expect any big changes in bond market fundamentals, at least in the near term. But along with...
Tulip Fever: Insights and Implications

Tulip Fever: Insights and Implications

Podcast Dutch tulips, Internet stocks, condo flipping—examples all of famous bubbles. Even Hollywood is getting in on the action, with a period drama “Tulip Fever” just released. And why not? It’s the perfect story of...
Look Beneath the Surface to Understand Growth Versus Value Performance

Look Beneath the Surface to Understand Growth Versus Value Performance

Podcast Value stocks have dramatically underperformed growth stocks over the last 10 years. Over this stretch, which includes its peak prior to the financial crisis in October 2007, the Russell 3000® Growth Index outperformed the...
Secular Over Cyclical Growth

Secular Over Cyclical Growth

Podcast Growth-oriented stocks have performed very well of late, leading to questions from clients about the sustainability of the growth rally and a flurry of articles about whether or not we are experiencing a growth...
Has the Bull Market Gotten a Little Long in the FANGs?

Has the Bull Market Gotten a Bit Long in the “FANGs”?

Podcast The current equity bull market in the U.S. has been running, almost unchecked, since the end of the financial crisis in early 2009. While many U.S. companies rebounded as the Federal Reserve initiated its...
An Active Approach Aligns with Today's Market Climate

Active Approach Aligns with Today’s Market Climate

Podcast U.S. equity market returns generally have been on an upward course for more than eight years, surpassing the typical bull market run of 4.5 years. And although bond bears regularly forecast the end of...