Gaining Perspective

Latest Episodes:

Understanding Multifactor Portfolios May 15, 2019

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While there are many ways to gain individual exposure to the value, size, quality, momentum and low volatility factors, multifactor strategies combine exposure to all of them. Choosing the right one for client portfolios is incredibly difficult.

The Six Themes Driving the Global Economy May 14, 2019

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The chief investment strategist at one of the world’s largest asset managers provides insight into the six themes that will drive the global economy and capital market returns.

Beyond Traditional Asset Management May 13, 2019

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The traditional role of asset managers has been limited to investment management, which is understandable considering the challenge of consistently delivering superior returns. While many asset managers provide resources and education to advisors, rarely do they make that part of their core mission.

Achieving Financial Wellness May 09, 2019

Show notes

American investors are confronted by accelerating complexity, sub-par returns and minimal coordination between their assets, investment strategies and underlying liabilities. When one considers that millions of investors struggle with the same challenges, you realize that America’s multi-trillion-dollar personal savings market is plagued by systemic inefficiency.

The Changing Landscape of Investment Offerings Apr 29, 2019

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In the aftermath of the global financial crisis, many individual investors were left questioning the effectiveness of their investment strategies. While many believed their portfolios were well-diversified, as the financial system faltered, they saw a large portion of their investments decline. Investors have grown weary of fund managers who profess to provide excess returns, while gains they realize are diminished by fees. Investors are more keenly focused on portfolio risk and efficient, cost-effective implementation. So given this heightened focus, how can advisors help investors work toward their goals efficiently and effectively?

The Top Performing U.S. Large Cap ETF Apr 24, 2019

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VSL uses a volatility-driven, short-term capital appreciation model. Don Catrambone explains how that has made VSL the top performing large-cap ETF in 2019 year-to-date.

Capturing the Outsized Returns from Robotics and Artificial Intelligence Apr 23, 2019

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It will soon be possible for guests at Marriott hotels in China to bypass lines at the registration desk and check in at a kiosk using facial recognition. Halfway across the globe, Marriott workers are going on strike, seeking higher wages and workplace safety. Artificial intelligence and robotics are at the heart of those highly promising but disruptive innovations. I am speaking today with someone whose index invests in robotics, automation and artificial intelligence companies that are at the heart of those trends.

Investing to Solve the Global Water Crisis Apr 22, 2019

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One billion people lack access to safe drinking water, and this number is likely to grow to nearly 3 billion by 2050. To complicate this problem, 60 percent of the world’s population lives in crowded water basins shared by multiple states — many of whom are failing or are at war with one another. There is a lack of fresh water resources to meet water demand. It affects every continent and was listed in 2015 by the World Economic Forum as the largest global risk in terms of potential impact over the next decade. My guest today invests in solutions to this looming global water crisis.

The Biggest Development in ETFs in the Last Decade Apr 10, 2019

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I speak with Steve Deroian about the future of the partnership between Dimensional and John Hancock, and explore the reasons behind their fee reductions and the new products coming from this relationship.

GMO’s Approach to ESG Investing Apr 05, 2019

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In the U.S., $12 trillion of investments carry an environmental, social and governance – or ESG – mandate. That is nearly a quarter of all professionally managed assets in the U..S. – and the same percentage of global assets have an ESG mandate. Boston-based Grantham Mayo van Otterloo and its chairman, Jeremy Grantham, are among the leading and most outspoken proponents of ESG investing and related issues.

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