Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today’s investor.
Tags: asset management, economics, equities, Finance, financial, Invest, investing, investment, markets, portfolio, stocks
Another lesson we have learned from the markets over a 30 year+ span of helping clients. We noticed back in the 80’s that these five words were repeated at very opportune times, showing that the crowd’s mental angst was clouding their future view of the horizon ahead. It is a costly lesson and one we should all heed.
Categories: Business
Tags: asset management, bonds, Education, equity, Financial Planning, global investing, Invest, investing, markets, money management, mutual funds, stocks, Wealth
Advisor’s Market360™ from Thrivent Asset Management provides financial professionals with investing insights, market commentary and portfolio strategies. Advisors can stay informed to help shape the futures investors imagine. Get access and hear the latest from Thrivent Asset Management’s leadership and portfolio management team. — Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
Categories: Business
Tags: asset management, financial advisors, Financial Markets, investing, market commentary, portfolio management, thrivent
Welcome to the Asset and Wealth Management podcast series, the ultimate guide to the latest insights and trends every week in under five minutes. Our experts across the globe will cover topics in the industry to give you the 360° perspective of the most pressing topics that the asset and wealth management industry is currently facing.
Categories: Business
Tags: am, asset and wealth management, asset management, awm, banking, economy, Finance, financial services, hedge funds, investing, investment, pension funds, Wealth Management
There are significant reasons and headwinds which have led to the recent collapse in energy prices. It is valuable to understand those headwinds and further, to grasp the massive benefits to still come as the price of oil stays low for far longer than anticipated.
Categories: Arts
Tags: asset management, bonds, Education, equity, Financial Planning, global investing, Invest, investing, markets, money management, mutual funds, stocks, Wealth
A look at issues affecting the bank and insurance securities community
Categories: Business
Tags: 401k, asset management, Bank, banking, capital, capital management, Insurance, insurance securities, investment, investment management, Wealth Management
Stay up to date on key topics influencing the world of investing. We pair industry experts with Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape.
Learn more at: www.newtonim.com/double-take-podcast/
Disclosures
For Institutional Clients Only. Issued by Newton Investment Management North America LLC (“NIMNA” or the “Firm”). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of The Bank of New York Mellon Corporation (“BNY Mellon”). The Firm was established in 2021, comprised of equity and multi-asset teams from an affiliate, Mellon Investments Corporation. The Firm is part of the group of affiliated companies that individually or collectively provide investment advisory services under the brand “Newton” or “Newton Investment Management”. Newton currently includes NIMNA and Newton Investment Management Ltd. (“NIM”) and Newton Investment Management Japan Limited (NIMJ).
Any statements of opinion constitute only current opinions of NIMNA, which are subject to change and which NIMNA does not undertake to update. This publication or any portion thereof may not be copied or distributed without prior written approval from the firm. Statements are correct as of the date of the material only. This document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorized. The information in this publication is for general information only and is not intended to provide specific investment advice or recommendations for any purchase or sale of any specific security. Some information contained herein has been obtained from third party sources that are believed to be reliable, but the information has not been independently verified by NIMNA. NIMNA makes no representations as to the accuracy or the completeness of such information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment and past performance is no indication of future performance. The indices referred to herein are used for comparative and informational purposes only and have been selected because they are generally considered to be representative of certain markets. Comparisons to indices as benchmarks have limitations because indices have volatility and other material characteristics that may differ from the portfolio, investment or hedge to which they are compared. The providers of the indices referred to herein are not affiliated with NIMNA, do not endorse, sponsor, sell or promote the investment strategies or products mentioned herein and they make no representation regarding the advisability of investing in the products and strategies described herein.
Double Take was previously published by Mellon Investments Corporation. On September 1, 2021, all of Mellon Investments Corporation’s active equity and multi-asset strategies were transferred to Newton Investment Management North America LLC.
Tags: asset management, economics, investing, investment management, markets
Betty Salanic, CEO and founder of Accelerate Investors, interviews the world’s leading Chief Investment Officers to learn about their background, hear their current investment strategies and understand their global outlook.
Categories: Business
Tags: asset management, Chief Investment Officer, CIO, Diverse Managers, diversity, diversity and inclusion, Emerging Managers, Finance, global, inclusion, Invest, investing, investment management, strategy
Join me, as we discover how successful organizations build long-term durability into their physical assets. We explore the tactics and strategies that allow great organizations to combine the financial wisdom of Asset Management, the practical street smarts of the Maintenance sub-culture, with the real-world paranoia of managing Risk to ensure their organizations last. We uncover what great leaders are doing from all types of capital-intensive industries do to make good decisions, build strong management teams, and prepare to meet the future. In whatever form it comes. This is the Durability Podcast Find out how well you’re doing at www.durablecapitalindex.com.
Categories: Business
Tags: agriculture, Assessment, asset management, assets, business management, capital, construction, construction management, durability, durable capital group, durable capital index, evaluation, facilities management, maintenance, maintenance management, mergers and acquisitions, municipalities, preventative maintenance, Property Management, reliability, renewable energy, Risk Management, sustainability, transportation, utilities
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank’s unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
Categories: Business
Tags: advisor recruiting, asset management, broker dealers, cfp, Entrepeneurship, financial advisor, Financial Planning, financial services, practice management, recruiting, ria, wealthmanagement
Gain critical career and life insights from the most inspirational members on Wall Street Oasis. Detailed advice around recruiting, interviewing, networking and “day-in-the-life” segments. Even those who’ve “made it” usually didn’t follow a straight path. Join us to hear of the twists and turns of successful professionals across investment banking, private equity, hedge funds, management consulting, prop trading, asset management and more!
Categories: Business
Tags: asset management, career advice, careers, Finance, hedge funds, Investment Banking, private equity, wall street, wall street oasis
Hosted by Danielle Reed of Moody’s Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody’s Investors Service.
Categories: Business
Tags: asset management, banking, business, Finance, Insurance, moody's
An overview on thoughts and lessons we have gleaned from 30+ years of helping clients from all over the globe meet their wealth-building goals.
Categories: Business
Tags: asset management, bonds, demographics, demography, equity, Financial Planning, global investing, Invest, investing, markets, money management, mutual funds, stocks, Wealth