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Bond Investing in Turbulent Times
Bond Investing in Turbulent Times

Season 3 Episode 12

Vice President & Senior Portfolio Manager Derek Amery provides his thoughts on what 30 years of investing in fixed-income has taught him about managi…

3 years, 2 months ago

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Buying Bonds Amidst Surging Inflation
Buying Bonds Amidst Surging Inflation

Season 3 Episode 11

Portfolio Manager Rose Devli shares her thoughts on the surging inflation we are seeing and how bonds can fit into your portfolio in the current envi…

3 years, 6 months ago

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Moving from Inflation to growth
Moving from Inflation to growth

Season 3 Episode 10

Erinn King CFA®, Managing Director & Client Portfolio Manager, Payden & Rygel, shares her perspectives on navigating through the market as we move fr…

3 years, 6 months ago

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Infrastructure, an alternative solution for a portfolio
Infrastructure, an alternative solution for a portfolio

Frank Latshaw, Vice President & Portfolio Manager, shares his perspective on the key themes that are driving infrastructure investing today.

3 years, 7 months ago

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Understanding Energy: Inflation, independence and the global supply-demand picture
Understanding Energy: Inflation, independence and the global supply-demand picture

Season 3 Episode 8

Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on how the dynamics in energy markets have changed in 2022 given the w…

3 years, 7 months ago

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Empowering Kids with Financial EQ and IQ
Empowering Kids with Financial EQ and IQ

Season 3 Episode 7

Money conversations with our kids made simple. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches joins us to sh…

3 years, 8 months ago

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Geopolitical Uncertainties: What it means for global equities
Geopolitical Uncertainties: What it means for global equities

David Fingold, Vice President & Senior Portfolio Manager, discusses how the tragic situation in Eastern Europe is increasing geopolitical uncertainti…

3 years, 8 months ago

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Emotional Investing Rescue
Emotional Investing Rescue

Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success. We cannot predict where mar…

3 years, 9 months ago

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Has Market Volatility Provided an Opportunity To Deploy Capital for the Long term?
Has Market Volatility Provided an Opportunity To Deploy Capital for the Long term?

Season 3 Episode 4

Vishal Patel, Vice President & Portfolio Manager, discusses how volatility can be an opportunity to invest for long-term growth, regardless of short-…

3 years, 9 months ago

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Round Out Your Portfolio with Bonds
Round Out Your Portfolio with Bonds

Season 3 Episode 3

With record-low interest rates, possible rate hikes on the horizon and inflationary pressures looming, Romas Budd shares his insights into how invest…

4 years ago

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