The ARC Asset Management Team will be going over the details on the latest round of stimulus, recent economic releases including the jobs report, and trends in the stock and bond markets. They will also touch on the challenges facing balanced portfolios going forward.
The ARC Asset Management Team will be breaking down the recent moves in the Treasury markets and its implication for momentum stocks. They will also discuss what the Treasury moves say about inflation expectations. Lastly, they will debate whether the Federal Reserve has lost control of the yield curve.
George Young (Villere Balanced Fund Portfolio Manager) is a problem-solver who thinks broadly about his clients’ motivations and assets. His secret is always listening first. Then he guides clients on how they may move toward reaching their goals. In addition to his role as portfolio manager and strategizing with other partners on investment decisions, George serves as the chief compliance officer. The ARC Asset Management Team will speak with our guest about the current market and investing rules to live by.
The Asset Management Team will be breaking down the continued market rally. They’ll also cover recent developments on stimulus, where the economy is trending, their thoughts on inflation, and the ongoing earnings season
The ARC Asset Management Team will be going over recent trends in the equity markets including the outsized moves in small retail companies and their implications. Additionally, the team will go over earnings reports, trends in the fixed income markets and Federal Reserve news.
George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014. The ARC Asset Management Team will speak with our guest about gold and the current market.
The ARC Asset Management Team will be going over recent trends in the equity and bond markets, economic data, alternative data sets, technical analysis and volatility. We will also touch on the challenges facing traditional portfolios in 2021.
The ARC Asset Management Team will be speaking about the market outlook for 2021 including thoughts on economic growth, inflation, interest rates, volatility and the implications for client portfolios.
Hosted By Jean Paul Lagarde, the Slow Money Show takes an in-depth look at the latest news in the financial market. Published every Monday, topics include the current state of the market, inflation,…
and economic outlooks.
Jean Paul Lagarde is Chief Investment Officer and founder of ARC Asset Management, where he leads the Asset Management Group, leveraging his expertise in portfolio construction and risk mitigation to reshape the risk/reward curve of equity market exposure. Jean Paul is the lead portfolio manager on several of the firm’s investment strategies and shares ARC’s core principle that investment risk should be actively managed, and that risk reduction should be at the core of all financial plans. He is the lead portfolio manager on several of the firm’s investment strategies, providing valuable resources to all ARC advisors and working with the investment committee on idea generation, investment solution design, and implementation.
The opinions voiced are for general information only, subject to change, and are not intended to provide specific advice or recommendations for any individual. Additional information, including management fees and expenses, is provided on Advisor Resource Counsel’s Form ADV Part 2 available upon request or on the SEC’s Investment Advisor Public Disclosure site.