Basis Points

Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness
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Basis Points episodes

  • Ending the First Half on a Solid Note
    On this week’s episode of the Basis Point’s podcast, Kevin Flanagan reflects on the first half of the year and provides an outlook on the market and economy as we continue into the second half of 2021.
    Basis point: 1/100th of 1 percent.
    5 min
  • 'TIP'ping Point
    On this week’s episode of the Basis Point’s podcast, Kevin Flanagan discusses whether investors should be considering Federal Reserve (“Fed”) exit strategy protection for their fixed income portfolio and potential portfolio shifts to consider so there aren’t any Fed surprises lurking out there.
    Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Returns less than one year are not annualized. Visit www.wisdomtree.com/etfs/fixed-income/usfr for the most recent month-end and standardized performance.
    Basis point: 1/100th of 1 percent.
    5 min
  • Could Liftoff Be Pushed Up Again?
    On this week’s episode of the Basis Point’s podcast, Kevin Flanagan wonders if liftoff could be pushed up again by the Fed. He further discusses his main takeaways from the Fed meeting and the market’s outlook for the next year.
    5 min
  • Interview with Jeff Li, EFG Asset Management
    On this episode of China of Tomorrow, Liqian and Jeremy are joined by Jeff Li, Portfolio Manager at EFG Asset Management, UK. Listen as our guest discusses his views on quality and value characteristics, as well as growth, and some of the key investment themes for Chinese investments particularly manufacturing and consumer sectors. He also discusses the investment case for India.
    51 min
  • Fed Watch "Blues Clues"
    On this week’s episode of the Basis Point’s podcast, Kevin Flanagan “connects the dots” from yesterday’s Fed meeting. He discusses his main takeaways from the meeting and the Fed’s possible exit strategy from their unprecedented accommodation.
    5 min
  • Interview with Yi Shen, Shenyi Investments
    On this episode of China of Tomorrow, Liqian and Jeremy are joined by Mr. Yi Shen, Founder and CEO of Shenyi Investments, in China. Listen as our guest discusses the investment landscape in China, the differences in ETF trading operations as well as the challenges of being a privately owned asset management company in China.
    31 min
  • Breathe, Breathe In The Air
    Another week of lower than expected jobs report numbers and Fed Chair Powell breathes a sigh of relief. On this week’s episode, Kevin Flanagan discusses the significance of the buzz around inflation and the impact that may have on upcoming Fed decisions.
    6 min
  • Wait a Minute(s)
    Investors received an interesting surprise with discussion of “tapering” in the April FOMC minutes. On this week’s podcast, Kevin Flanagan discusses who is beginning to hint at tapering, who might be next, and what we can expect at the next meeting.
    4 min
  • Interview with Wei Huang, Stanley-Laman Group
    On this episode of China of Tomorrow, Liqian and Jeremy are joined by Wei Huang, portfolio manager at Stanley-Laman Group. Listen as our guest discusses the thought process and approach for managing portfolios focused on emerging markets, particularly China and India.
    41 min

About Basis Points

From the publisher's feed

As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.