Podcast Episodes

Going global in your portfolio, with special guest Jon Swaney (August 3, 2020)

Season 1 Episode 32

Multi-Asset Portfolio Manager Jon Swaney joins Lauren and Robert for a discussion on whether it’s time to “go global” in the equity sleeve of your po…

5 years, 8 months ago

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SPECIAL: Future State of Investing (July 29, 2020)

Season 1 Episode 31

This special episode of Market Matters explores all the ways that COVID has changed the world. The forces that have shaped our financial futures – th…

5 years, 8 months ago

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The download on tech stocks (July 27, 2020)

Season 1 Episode 30

This week, it’s all about tech. Are tech names too expensive? Is it too late to join the party? With five companies dominating the U.S. equity indice…

5 years, 8 months ago

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Special: Investing ideas for each shape of the recovery (July 22, 2020)

Season 1 Episode 29

In this special episode of Market Matters, Lauren and Robert discuss another section of their outlook: portfolio allocations after COVID-19. It’s no …

5 years, 8 months ago

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Is the strong dollar a trend of the past?

Season 1 Episode 28

Dollar strength has seemed like a fact of life over the past several years. Now, the narrative is shifting to dollar weakness. Which will it be? And …

5 years, 8 months ago

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Special: Midyear Outlook (July 15, 2020)

Season 1 Episode 27

In this special episode, Lauren and Robert highlight the team’s outlook for the second half of the year and beyond. With COVID-19, elections, and all…

5 years, 9 months ago

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Are international stocks finally ready to outperform? (July 13, 2020)

Season 1 Episode 26

In the U.S., COVID-19 cases have surged. Elsewhere in the world, containing the virus could support stronger economic growth. How can these differenc…

5 years, 9 months ago

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High Conviction Ideas for the Second Half (July 6, 2020)

Season 1 Episode 25

Robert and Lauren share their favorite ideas from the Multi-Asset midyear outlook.

5 years, 9 months ago

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A Multi-Asset Investment Process (June 29, 2020)

Season 1 Episode 24

We’re wrapping up our midyear outlook and preparing some special topics with special guests. In the meantime, check out one of our first episodes des…

5 years, 9 months ago

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Big concerns for small caps (June 22, 2020)

Season 1 Episode 23

Stocks have moved up, and small caps among them. Should investors buy in? This week, Lauren and Robert describe the pros and cons of small cap equiti…

5 years, 9 months ago

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