Listen to the interview series featuring our investment professionals’ thoughts on economic trends and current market events.
Matthew Benkendorf, Chief Investment Officer of Vontobel Asset Management, reflects on the reintroduction of volatility to global markets, the impact of central bank monetary policy normalization on emerging markets, and why an investment focus on high-quality businesses is critical for navigating the risk environment over the long term.
David Albrycht, Chief Investment Officer at Newfleet Asset Management, discusses fourth quarter volatility in risk assets and where he believes this volatility has created opportunity.
George Goudelias, Head of Leveraged Finance at Seix Investment Advisors, addresses the fourth quarter outflows in the loan market, highlighting the long-term diversification benefits and opportunity for strong risk-adjusted returns from owning a permanent allocation to this asset class.
Kayne Anderson Rudnick CIO Doug Foreman puts recent market events into perspective for investors. Topics discussed include the disconnect between the Federal Reserve’s views and market consensus on interest rate and U.S. growth; impacts of the U.S.-China trade war; and his expectations for corporate earnings and market returns in 2019.
Darshan Bhatt and Carlos Asilis of Glovista Investments explore the convergence of emerging and developed markets, and how investors may wish to position their long-term, global equity portfolios to pursue the growth potential of the “most favored” emerging markets countries.
David Albrycht, President and Chief Investment Officer of Newfleet Asset Management, speaks with Joe Terranova, Chief Market Strategist of Virtus Investment Partners. Dave and Joe discuss the 2018 bond market, global and emerging market debt, and capital market expectations for the year ahead. Dave shares his views on corporate credit conditions and the leveraged finance market, as well as where he identifies opportunities for Newfleet’s multi-sector bond portfolios.
Matthew Benkendorf, Chief Investment Officer of Vontobel Asset Management, speaks with Joe Terranova, Chief Market Strategist of Virtus Investment Partners. Matt and Joe discuss market volatility, the current state of the global markets, and expectations for the year ahead. Matt conveys Vontobel’s commitment to high-quality businesses and why this focus is critical for navigating the risk environment over the long term.