Research Analysts Andrew Manguart and Ian McDonald join as guests to explain the reasons for accelerating premiums in home, auto, and commercial lines of insurance and why these trends could extend the industry’s recent gains.

Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead. 

Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change.

Research Analyst Divyaunsh Divatia takes listeners through the ups and downs of the streaming revolution and explains what it might take for the media industry to come through this period of technological disruption.

Portfolio Managers John Kerschner and Nick Childs discuss the securitized subset of the fixed income market and where they see opportunities for investors to diversify their portfolios and uncover income opportunities.

Research Analyst and Consumer Sector Team Lead Josh Cummings joins as a guest to discuss how higher interest rates and a cooling labor market might impact consumer spending.

In this episode, Portfolio Managers Andy Acker and Dan Lyons explain how the healthcare sector has evolved since the heady days of the pandemic and what role the sector can play in investment portfolios today.

Richard Clode, Portfolio Manager, joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss thematic investing. They cover the importance of thematics, their take on the do’s and don’ts for investors, key technology themes, and portfolio construction considerations.

In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss current opportunities in equity and fixed income markets. They also weigh in on why careful security selection, a flexible asset allocation, and managing risk at an aggregate level are key for multi-asset portfolios in today’s markets.

Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.

In this episode, Luyi Guo, a Research Analyst on the Healthcare Sector Team, explains how new weight-loss drugs could become one of the largest and most consequential drug categories in history.