Solving for 2025

Solving for 2025

Neuberger BermanNeuberger Berman

Suivant

Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now

Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue ...  Afficher plus

 . 26min 59sec
Beyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss Harvesting

Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining market-level beta—plus potentially meaningful after-tax benefits through disciplin ...

  Afficher plus

 . 22min 0sec

Épisodes Recommandés

Dow Hits 38K for First Time Ever
The Rundown

Stock market update for January 22, 2024.

<ul> <li><a href="https://www.bloomberg.com/news/articles/2024-01-22/arkhouse-threatens-to-take-offer-for-macy-s-to-shareholders?cmpid=BBD012224_OUS&utm_medium=email&utm_source=newsletter&utm_term=240122&utm_campaign=openamericas ...  Afficher plus

 . 5min 38sec
Talk Your Book: Putting a Floor on the Nasdaq 100
Animal Spirits Podcast

On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ...  Afficher plus

 . 37min 46sec
Talk Your Book: Infrastructure Investing
Animal Spirits Podcast

On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ...  Afficher plus

 . 40min 27sec
Talk Your Book: Hedging Your Portfolio with Options
Animal Spirits Podcast

On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ...  Afficher plus

 . 31min 56sec