Defense Still the Best Offense in the Bond Market
Group CIO Dan Ivascyn shares that while PIMCO portfolios have been taking on a bit more risk, they continue to maintain a defensive tone given the uncertain environment ahead.
ETFs as Risk Management Tools
How are index-based tools being used to manage risk while meeting client goals? Susanne Alexandor, Vice President and Client Portfolio Manager of Cougar Global Investments discusses the firm’s unique approach to managing downside risk is influencing the advisor/client relationship.
Finding Opportunity in an Elevated Risk Environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities. That makes an active, highly selective approach more important than ever. In this video, portfolio manager Agam Sharma discusses where he’s finding attractive opportunities across the asset class spectrum and explains how he has positioned IA Clarington Global Multi-Asset Fund for an investment environment marked by higher levels of risk.
Diversification: The First Line of Defense for the Future
How can diversification be used to protect portfolios from future risks? Michael Philbrick, President of ReSolve Asset Management explains how using diversification as a risk management tool when building portfolios today can help keep surprises at bay in the future.
Retirement Management Advisors Designation: Planning for a Long, Stressless Retirement
As we get older in age one common question asked is how do you transition from accumulation phase to decumulation phase of life. Chris Bidwell, Board Member of Investments & Wealth Institute sits down to talk about how the Retirement Management Advisors Designation helps to get money out in terms of income, what accounts should be considered and how to do this in a safe manner to have a long relaxful retirement.
Navigating the Range of Risk
How are advisors addressing the challenge of finding the right strategy in an aging bull market? CMG Capital Management Group’s Steve Blumenthal joins S&P DJI’s Ed Ware to discuss the potential role of research, data, and index-based strategies as tools for navigating the current risk landscape. For more with Steve Blumenthal and S&P DJI watch: Signals and Risk – Customizing the S&P 500®