Claim OwnershipAdvisor Success Series
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
83 Episodes
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In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.
As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especially around fiscal and monetary uncertainties heading into this year's U.S. election.
In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavior of volatility pricing.
In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as value and size.
In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed income and commodities.
The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead should nominal interest rates see a peak over the next year. Listen in as we discuss the real estate outlook with Brian Cordes from Cohen & Steers, a specialty investment firm with a long history in real estate investing.
In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.
In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. We discuss the current macro environment as well as investment themes that have captured investor attention such as generative artificial intelligence and robotics.
In this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the firm's Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. Ken will be sharing his thoughts on current Fed policy and its eventual effects on economic activity and inflation. He will also provide an update on the state of the securitized lending market covering autos, credit cards, and residential / commercial real estate.
In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.
We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors are shifting their practices to an ever-changing landscape.
In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their preferences for how asset allocators should be positioned in a less certain environment for economic and earnings growth.
In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines. We also discuss the current investment landscape as asset allocators must contend with an uncertain environment replete with high global inflation and central bank tightening.
In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors. We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm the importance of the independent advisory model.
In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the continuing market volatility during the 1st half of 2022. We address investor misconceptions and behavioral tendencies in the face of steep market sell-offs, both in equities and fixed income. We caution investors to not react to short-term market volatility and evaluate how risk is being priced in equities and fixed income in the face of greater uncertainty on inflation and economic growth outlooks.
In this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Portfolio Manager at Pacific Investment Management Company (PIMCO). In addition to providing an updated outlook on the fixed income market, Mr. Crescenzi helps our listeners get a more intuitive understanding of Quantitative Tightening (“QT”), or the Federal Reserve’s initiative to begin reducing its nearly $9 trillion balance sheet as part of a broader campaign to tighten monetary policy in the face of persistently high inflation. How are we to understand both the impact of QT on capital markets functioning as well as on overall borrowing costs? Have a listen to better understand the uncertainty that even financial professionals, let alone the layperson, struggle with in trying to gauge the potential impact of QT.
In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges financial advisors are facing in the wake of market volatility, especially in fixed income which has typically served as a ballast to equities, but not so much so far in 2022. We also discuss how advisors might address client inquiries into cryptocurrency / digital asset investing when viewed within the context of expected risk/returns applied to traditional assets.
In this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discuss retirement plan compliance. Endeavour Retirement is a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers. Her background and experience give her a unique and informed perspective on the retirement plan industry. Our conversation covers timely topics such as PTE 2020-02, ESG Investing, and much more around the compliance landscape.
In this episode, we have the opportunity to hear from American Century’s Joyce Huang, Portfolio Specialist on the Emerging Market Fixed Income Management team. We discuss the current investment landscape for the emerging markets following the Russian invasion of Ukraine and the resulting spillover into other regions. Joyce Huang shares with our listeners how the team has been able to navigate the market turmoil (hint: the team had hedged their Russian debt exposure prior to the invasion) and some of the opportunities they are finding following the broader sell-off in emerging market fixed income.
We are pleased to be joined by Michael Green from Simplify ETFs to discuss the decision by the Federal Reserve to raise interest rates for the first time following the March 2022 meeting. We dig into the rationales for the course of action the Fed has committed itself to as it seeks to help restore price stability through tighter monetary policy actions without tipping the U.S. economy into recession. We provide our views on the challenges the Fed faces given signs of an economic slowdown, largely a result of the higher prices feeding into a more expensive basic cost-of-living environment that many are struggling to keep up with. What the Fed will do and what it ought to do is subject to much debate as we try to move past the 2020 pandemic shutdowns.
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