Talking Heads – Thinking about diversification? Try asset-backed securities| Listen on Anghami

Feb 19

Talking Heads - Sustainability agenda – Capital and solutions for real-world issues

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the pros ... Show More

9m 21s

Feb 12

Talking Heads - Incorporating inclusive growth as a stock selection factor

Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.For more insights, visit Viewpoint: https://viewpoin ... Show More

7m 35s

Feb 6

Talking Heads - How do synthetic money market ETFs work?

The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of Equity ETF & Index Management team in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the ... Show More

8m 29s

Feb 2025

Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

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 ... Show More

1h 2m

Mar 2025

Are credit investors nervous about recession risk?

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 ... Show More

15m 19s

Sep 2025

233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs

<p>ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ... Show More

16m 39s

Sep 2024

Both Sides, Now: Principal Asset Management on debt and equity opportunities

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 ... Show More

35m 49s

Oct 2025

U.S. exceptionalism and developed markets

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 ... Show More

27m 39s

Aug 2024

3 Asset Classes That Could Raise Your Portfolio’s Risk Level

<p>Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.<br /><br />Benefit ... Show More

15m 59s

Apr 2025

The case for private credit

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and s ... Show More

19m 30s

Oct 2024

The biggest opportunities in US credit markets

This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoice ... Show More

8m 33s

Oct 2025

Global capital flows & the importance of skilled operators - ft. Ian Colville of Carpathian Capital Management

In this episode of Real Estate Without Borders, Daniel Foch interviews Ian Colville from Carpathian Capital, discussing the intricacies of international real estate investing. They explore the challenges faced by foreign investors, the current housing shortage, and the concept of ... Show More

30m 17s

Nov 6

DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza

Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More

45m 22s

Talking Heads – Thinking about diversifi...