The unexpected election of the LDP’s Sanae Takaichi and her known bias for expansionary fiscal policies is questioning the yen’s bull case and the currency’s sharp and broad selloff since the Oct. 4 result is a taste of what could come. For now, we don’t have enough information to assess how or when fiscal stimulus will eventually unfold, so it’s premature t ... Show More
Aug 2024
Talking Heads – How to lock attractive interest rates for fixed periods
In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in short-term interest rates for three, five or seven years, thus enshrining a regular flow of coupon payments by investing in a well-divers ... Show More
5m 23s
Oct 2
CLOs Are Tough to Blow Up, Crescent Says
Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ... Show More
44m 33s
Apr 2025
The Psychology of Trump, of You, and of Markets
Today's Post - https://bahnsen.co/42qYsnP
Navigating Severe Market Volatility: Insights from Dividend Cafe
In this episode of Dividend Cafe, the host delves into strategies for handling severe market volatility amidst four-digit market declines triggered by the Trump administrati ... Show More
19m 8s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s
Jul 23
Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ... Show More
50m 27s
Mar 2025
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More
7m 51s