Have a great week! Next Monday, come back for a conversation with Marta Norton, CIO for the Americas.

Slides referred to in this episode are available here, or by emailing us at [email protected].

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To download the slides discussed in this episode, tap here or email us at [email protected].

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

To view the slides discussed in this episode, please tap here or send us an email at [email protected].

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Before her Ivy League education and starting her financial advice practice, Ephie Coumanakos grew up in Athens, Greece. Rooted in business and hard work, she connects with her engineering and other analytical clients in Wilmington, DE, with clear communication. Financial advice from books or the media is too generic to be worth much, she says; people who want added financial value should seek an advisor who delivers personalized advice. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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To download the slides mentioned in this episode, click here or send us an email at [email protected].

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Philip Straehl and Edward Fane share their views on aggregate reward for risk in markets today and discuss some of the asset class convictions that our investment team has developed over the past quarter. These convictions encompass our valuation-driven perspective on reward for risk at the asset class level and are used by our portfolio managers when allocating capital and sizing positions in their portfolios.

Philip is head of capital markets & asset allocation for the Americas, and Ed is a portfolio manager and the global lead for Americas fixed-income research at Morningstar Investment Management.

Global stock markets this year have gone through a dramatic sell-off and recovery in record time. Perhaps more importantly, we’ve seen a significant decline in economic activity since February, likely marking the onset of a recession. In this episode, Daniel Needham and Philip Straehl look at past recessions and compare them with the current environment. We consider what past market recoveries have looked like and discuss how our investment team is considering these lessons from the past to uncover potential long-term opportunities today. Daniel Needham is president & global CIO, and Philip Straehl is head of capital markets & asset allocation, Americas, at Morningstar Investment Management. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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John Caserta grew up in North Haven, Conn., where he’s now a Chartered Financial Consultant and managing director at Caserta & de Jongh LLC. His second office is in New Haven, home to his alma mater, Yale, where he studied Italian and played trumpet in concert and jazz bands. His frequent media appearances and alumni connections are helping him grow his practice. Listen to hear Caserta share the most underrated piece of financial advice. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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