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Global equity markets surged in the first half of 2017 following expectations of fiscal policy changes and reassuring elections in Europe. In our new podcast series, our experts discuss the opportunities across sectors and regions and the importance of research and active management in achieving your investment objectives.

The right time for emerging markets equities

Listen to our emerging markets experts discuss how the issues plaguing emerging markets for years are now driving the asset class higher, and that it’s not too late to get back in. (36:11 min.)

Featuring:
George Iwanicki, Leon Eidelman, Curtis Butler

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Previous episodes from this series

Turning behavioral insights into alpha

Do fear and greed impact the way you invest? Hear our behavioral finance equity group CIOs, Nicholas Horne and Dennis Ruhl, along with CPM Paul Shutes discuss how behavioral biases impact investment decisions and can lead to opportunity. (33:31 min.)

Featuring:
Nicholas Horne, Dennis Ruhl, Paul Shutes

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Maximizing your alpha using beta 1 strategies

Are all beta 1 managers the same? Hear our U.S. equities experts and portfolio managers discuss different approaches to beta 1 investing, how this approach has evolved and their current views as investors. (32:47 min.)

Featuring:
Jon Sherman, Susan Bao, Scott Davis, Ralph Zingone

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The benefits of active management

Is it possible to still have an information advantage? Hear our U.S. equities experts and technology analysts discuss the critical role fundamental research plays in creating a competitive advantage for active managers. (27:30 min.)

Featuring:
Lee Spelman, Jon Sherman, Rob Bowman

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New equities episodes coming soon

Regional and emerging markets equity investing - Release date: September 28
Global research - Release date: October 12



The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.