Gaining Perspective Podcast
1) Northern Trust Asset Management’s 2023 Capital Market Forecast
Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at...Show More
2) Preparing for the Sunset of the TCJA Tax Relief
Change is inevitable. When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments tha...Show More
3) Why CLOs Offer the Best Risk-Adjusted Return Among Fixed Income
My guest today is here to talk about an asset class that is often misunderstood. It wasn't until recently that all investors had access to collateralized loan obligations (CLOs). Institutional investo...Show More
4) The Outlook for Alternative Investments
Managing volatility is a high priority for advisors. The right investments can stabilize a portfolio and dampen volatility, while keeping goals on track. Increasing bond allocations used to be the sta...Show More
5) The Future of AI-Powered Investment Management
Artificial Intelligence has been a category-killer among investment themes in the past year. Its impact on the wealth management profession has been profound, from gravity-defying value creation on th...Show More
6) The Exceptional Opportunity in REITs
The rise in global interest rates is driving a “great reset” of real estate values. With the ongoing correction in private markets, REITs offer an attractive entry point with valuations at historic lo...Show More
7) ABLE Accounts for the Disability Community
One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. W...Show More
8) The Compelling Opportunity in Small-Cap Stocks
Several factors point to why this is an exceptional time to invest in small-cap stocks. Small-cap stocks tend to outperform after inflation peaks and in the aftermath of recessions. Small-cap valuatio...Show More
9) The Future of Private Equity for the RIA Profession
Private equity has backed many of the recent acquisitions in the RIA profession. Indeed, approximately 77% of transactions in the first quarter of this year involved private-equity funding. Many of t...Show More
10) The Strategy Behind Last Year’s Top-Performing Small-Cap Fund
The SouthernSun Small Cap fund (symbol: SSSIX) is up 13.5% this year, versus 10.33% (as of July 18, 2023) for its Morningstar small-blend peer group. Last year was even more impressive, when it was do...Show More