MASTERCLASS: Real Estate - July 2019
Real assets encompass a range of investment options that offer diverse benefits. Incorporating alternative investments into a portfolio can protect investors against volatility and downside risk. In this Masterclass, 3 experts discuss why real estate has become such an important element of an investor's portfolio. Hatem Zarrou, Regional Vice President of Sales at National Bank Investments Kim Inglis, Financial Advisor and Associate Portfolio Manager at Raymond James Dennis Mitchell, Chief Executive Officer and Chief Investment Officer at Starlight Capital.
Considerations for Advisors: Liquid Alts
David Picton of Picton Mahoney Asset Management discusses why advisors should be cognizant of interest rate sensitivity.
Drivers of Interest to Alts in Varying Market Environments
David Picton of Picton Mahoney Asset Management explains how different rate environments influence demand for alternative investments.
Finding Opportunity in Challenging Global Markets
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market. In this video, he offers his insights on the impact central bank policy is having on global stock markets, factors he expects will influence the earnings outlook, and how his unique approach to value investing can help build wealth over the long term.
Economist Perspective: Equities Bull Market Turns 10
Could a resolution of the trade war and the Fed’s pause on interest rate hikes give the stock market a second wind? Equities marked an important chapter this month with the decade-long bull market. The big question now is if the unintended consequences of monetary and trade policies could derail the stock market? Blu Putnam, Chief Economist at CME Group discusses.
Economist Perspective: Rates and Brexit Endgame
Brexit enters crucial final phase. Erik Norland, Senior Economist at CME Group explains how Brexit decisions in the UK parliament this week could have wide-ranging implications for interest rates.
Economist Perspective - Demographic Challenges To Growth
Demographics Pose Challenge to U.S., China Growth in 2020s. Blu Putnam, Chief Economist at CME Group explains why changing demographic trends in the 2020s may create growth challenges for the U.S. and China.
Economist Perspective – Fed’s Shrinking Balance Sheet
The Fed’s plan to reduce its balance sheet is happening much sooner than planned. Blu Putnam, CME Group Chief Economist, discusses factors that may constrain the Fed’s move.
Market Movers: Fed's Powell Testimony
Federal Reserve Chairman Powell sticks to themes of patience and data dependency during two-day testimony on Capitol Hill. Jim Iuorio and Scott Martin discuss if short-term rates can stay low, does that mean long-term rates will as well?
Market Movers: Review of Volatility
Last year between Feb 2-6 the E-mini S&P 500 broke 11%. Is the market still feeling the volatility sting? Jim Iuorio and Scott Martin discuss what causes spikes in volatility.
Striking Options: Earning Season Continues and Crude Oil Volatility
Upbeat U.S. economic data plus dovish Fed, has complacency crept back into markets? Jeff Kilburg and Scott Bauer discuss key risk themes to watch in February.
Quick Takes - Are Fears of Higher Rates Overdone?
Rates are rising, but the benefits of investing in core bonds remain. PIMCO portfolio manager David Braun explains why rates may be peaking, why higher rates may mean higher return potential, and how core bonds may reduce portfolio volatility.