Talking Heads – Thinking about diversification? Try asset-backed securities

Talking Heads – Thinking about diversificatio...

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Talking Heads - US high-yield bonds benefit from improved quality and demand

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jac ...  Afficher plus

 . 12min 7sec
Talking Heads - Sustainability now the core driver of GDP growth in Asia

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief Market Strategist Daniel Morris about the factors driving Asia's push for decarbonisation, nature conservation, and greater ...  Afficher plus

 . 9min 37sec

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Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
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Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ...  Afficher plus

 . 1h 2min restantes
Are credit investors nervous about recession risk?
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In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ...  Afficher plus

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Both Sides, Now: Principal Asset Management on debt and equity opportunities
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Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground. Debt and equity investors often see the market differently.Rod ...  Afficher plus

 . 35min 50sec
U.S. exceptionalism and developed markets
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In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ...  Afficher plus

 . 27min 39sec