show episodes
 
Investing is all about possibilities. In this podcast, we sit down with portfolio managers, market strategists, economists, and political experts for candid conversations about the greater possibilities they see ahead. Gain more perspectives from host Brian Levitt at invesco.com/BrianLevitt, and follow him on LinkedIn and Twitter. [Invesco Distributors, Inc.]
  continue reading
 
Hosted by the culture critic Kristen Meinzer, “Innovation Uncovered” explores how breakthrough ideas are reshaping reality in extraordinary ways. In Season 2, we’ll learn even more inspiring stories at the intersection of business and technology, with an even greater emphasis on the agents of innovation. Each episode features an in-depth conversation with scientists, inventors or entrepreneurs who are creating large-scale change around the world. Subscribe to “Innovation Uncovered,” a podcas ...
  continue reading
 
ETF Battles is a weekly show from ETFguide TV with guest judges providing their insights on rival ETFs. Listen. Subscribe. Profit. Follow us on Twitter @ETFguide Watch us on YouTube @ YouTube.com/ETFguide
  continue reading
 
Artwork

1
Advisor Success Series

Freedom Investment Management, Inc.

Unsubscribe
Unsubscribe
Mensual
 
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
  continue reading
 
Artwork
 
Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
  continue reading
 
Artwork

1
401(k) Specialist Podcast

401(k) Specialist Magazine

Unsubscribe
Unsubscribe
Mensual
 
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
  continue reading
 
Learn how investors are generating a positive environmental and social return, alongside a financial return. Covering ESG (environmental, social, and governance) integration, green bonds, impact investments, and more.
  continue reading
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
  continue reading
 
Loading …
show series
 
The topics, stocks and shares mentions / discussed include: The winning defensive investing stocks that could boost your portfolio. Bunzl / BNZL Harworth Group / HWG Telecom Plus / TEP MONY Group / MONY Mears Group / MER B&M European Value Retail / BME Defensive stocks August TwinPetesInvesting Challenge winner Kazera Global / KZG Warehouse REIT / …
  continue reading
 
VettaFi’s Head of Research Todd Rosenbluth discussed the WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more information on Exchange visit https://www.exchangeetf.comPor VettaFi
  continue reading
 
PLEASE NOTE This is TwinPetesInvesting Podcast 135 PART 2. The topics, stocks and shares mentions / discussed include: With special guest, Warhammer / Games Workshop expert & shareholder, Private investor: Matthew Gregory @MathewGregory5 on Twitter/X The history of #WarHammer & Investing in #GamesWorkshop Investing lessons & learnings Unilever / UL…
  continue reading
 
n this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested matchup between so-called "fallen angels" bond ETFs. Watch a showdown between Blackrock (FALN) vs. VanEck (ANGL). Who wins the battle? "Fallen angels" are bonds who have been demoted to junk debt status from top notch investment grade debt. And it's these t…
  continue reading
 
ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans. And clic…
  continue reading
 
PLEASE NOTE PART 2 will be released on 13th September The topics, stocks and shares mentions / discussed in Part 1 include: With special guest, Warhammer expert & Games Workshop shareholder, Private investor: Matthew Gregory @MathewGregory5 on Twitter/X. Buying safe & potentially great shares BP Finding your own investing methodology Nvidia / NVDA …
  continue reading
 
In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header matchup between three factor ETFs. Watch a showdown between Invesco (OMFL and SPGP) vs. VanEck (MOAT). Who wins the battle? Factor ETFs use various screens like dividends, profitability and volatility to select stocks. Factor ETFs come in two…
  continue reading
 
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit. Johnson talks about how retirement solutions and research have evolved over th…
  continue reading
 
The topics, stocks and shares mentions / discussed include: Could this stock become a future 1000% winner Animalcare Group / ANCR Genus / GNS Hikma Pharma / HIK Exelixis / EXEL Venture Life Group / VLG Polar Capital Healthcare Opportunities Fund Invesco S&P Smallcap Healthcare ETF Uniphar / UPR Novacyt / NCYT Deltic Energy / DELT Totally / TLY July…
  continue reading
 
In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…
  continue reading
 
In the four years since the pandemic started, master limited partnerships (MLPs) have outperformed the broad market. Why? And what’s going to drive performance going forward? Brian Watson joins the podcast to discuss how MLPs went from “boring entities” to key players in conversations around artificial intelligence, bitcoin mining, and electric veh…
  continue reading
 
In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header matchup between three ALT or alternative strategy ETFs from AFG (BTAL), Alpha Architect (CAOS) and WisdomTree (GCC). Who wins the battle? With stock market volatility spiking higher, some investors are looking to "ALTS" or "alternatives" to d…
  continue reading
 
The topics, stocks and shares mentions / discussed include: Winning watchlist investing opportunities from the market sell-off, Polar Capital Holdings / POLR Visa / V Rightmove / RMV Moody's / MCO Wood Group / WG. Croda / CRDA AstraZeneca / AZN St James's Place / STJ The Japanese Carry Trade, Margin Calls Keras Resources / KRS Mkango Resources / MK…
  continue reading
 
VettaFi’s Head of Research Todd Rosenbluth discussed the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more information on Exchange visit https://www.exchangeetf.comPor VettaFi
  continue reading
 
Concerns that the Federal Reserve has waited too long to cut interest rates, along with a worse-than-expected unemployment report, sparked fears of a US recession and contributed to a global market sell-off. Alessio de Longis revisits the podcast to discuss this developing situation. (Invesco Distributors, Inc.)…
  continue reading
 
The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable in…
  continue reading
 
VettaFi’s Head of Research Todd Rosenbluth discussed the Goldman Sachs ActiveBeta International Equity ETF (GSIE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more information on Exchange visit https://www.exchangeetf.comPor VettaFi
  continue reading
 
The US economy is technically in a contraction — but there is no imminent risk of recession. That’s the view from Alessio de Longis and his framework of economic indicators. What has led Alessio to this conclusion, and how might investors think about positioning their portfolios in this environment? (Invesco Distributors, Inc.)…
  continue reading
 
In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …
  continue reading
 
In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referee an audience requested matchup between a pair of Vanguard equity ETFs (MGK vs. VGT) tracking mega cap growth stocks and technology stocks. Who wins the battle? What's the best way to get an angle on leading stock market performers? Is it via ETFs linked to mega cap growth stocks …
  continue reading
 
The topics, stocks and shares mentions / discussed include: With special guest, Fund Manager, Jamie Ward @JamieCDubya on Twitter/X Who could be a CrowdStrike outage winner? Palo Alto Networks / PANW Fortinet / FTNT Checkpoint Point Software Technologies / CHKP WIZ future IPO? ISPY Legal & General Cybersecurity ETF NCC Group / NCC GB Group / GBG CYB…
  continue reading
 
It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer. Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a uniqu…
  continue reading
 
In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referee an audience requested quadruple header matchup between the small and midcap stock ETFs from Invesco (EQAL and XMHQ) vs. Vanguard (VO and VXF). Who wins the battle? Despite lagging performance of small and midcap stocks over the past few years compared to large and megacap stocks…
  continue reading
 
No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling. Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first pla…
  continue reading
 
The topics, stocks and shares mentions / discussed include: Potential winners of the new government growth strategy, MJ Gleeson / GLE Michelmersh / MBH Breedon / BREE Smith & Nephew / SN. Drax / DRX The Renewables Infrastructure Group / TRIG Tyman /TYMN Spirax Group / SPX Severfield / SFR Ocean Wilsons / OCN HydrogenOne Capital Growth / HGEN Clean …
  continue reading
 
In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referee an audience requested matchup between the actively managed ARK Innovation ETF (ARKK) versus the Vanguard Information Technology ETF (VGT). Who wins the battle? After a few years of hot performance, ARKK and Cathie Wood have experience a swift fall from grace with years of underp…
  continue reading
 
The topics, stocks and shares mentions / discussed include: With special guest Martin Flitton @private_punter on X How to find quality smallcap winners Know what you own Ibstock / IBST IG Design Group /IGR Pennant International / PEN SDI Group / SDI Convatex / CTEC YouGov / YOU Wynnstay Group / WYN Allergy Therapeutics / AGY Diaceutics / DXRX Oxfor…
  continue reading
 
In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…
  continue reading
 
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses the benefits and flaws of applying rules-based investing to closed-end funds. She notes that changes in the industry have forced changes on a rules-guided index of closed-end funds, and how that is impacting the holdings and asset allocation of the fund-of-funds that some inv…
  continue reading
 
Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential. Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the …
  continue reading
 
VettaFi’s Head of Research Todd Rosenbluth discussed theBondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more information on Exchange visit https://www.exchangeetf.comPor VettaFi
  continue reading
 
The first half was a bit of a roller coaster ride for markets. They waited for data to confirm the future path of interest rates — then reacted (and sometimes overreacted) to almost every data point. So, what’s in store for the second half? Chief Global Market Strategist Kristina Hooper joins the podcast to discuss our midyear market outlook. (Inve…
  continue reading
 
In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referee an audience requested triple-header ETF contest between funds linked to bonds. It's Avantis (AVIG) vs. Dimensional (DFCF) and BlackRock (USBF). Who wins the battle? As of early 2024, the total assets invested in bond ETFs have reached approximately $1.4 trillion. This market has…
  continue reading
 
The topics, stocks and shares mentions / discussed include: Discounts & Investing opportunities, Julius Baer National Grid / NG. Eagle Eye Solutions / EYE / #SaaS / #Ai-Powered solutions Jupiter Asset Management / JUP Liontrust AM / LIO Dividends Citywire Elite Companies / Algy Hall TwinPetesInvesting Challenge May winning stocks Zotefoams / ZTF Be…
  continue reading
 
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…
  continue reading
 
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …
  continue reading
 
Loading …

Guia de referencia rapida