251 episodes

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

KayneCast: Kayne Anderson Rudnick’s Podcast Channel Kayne Anderson Rudnick Investment Management

    • Business

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

    Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)

    Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)

    In episode 251 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the first quarter of 2024.

    • 10 min
    When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)

    When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)

    In episode 250 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the first quarter of 2024.

    • 6 min
    Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)

    Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)

    In episode 249 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the first quarter of 2024.

    • 10 min
    Positive Sentiment for Small Caps Spills Over into Q1 2024 (Episode #248: SCC Review of Q1 2024)

    Positive Sentiment for Small Caps Spills Over into Q1 2024 (Episode #248: SCC Review of Q1 2024)

    In episode 248 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the first quarter of 2024.

    • 9 min
    Strength in the Equity Markets Continues (Episode #247: Market Review of Q1 2024)

    Strength in the Equity Markets Continues (Episode #247: Market Review of Q1 2024)

    In episode 247 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2024, and the firm's outlook for the rest of the year.

    • 18 min
    Tech Stocks and Financial Sector Deliver a Strong Quarter (Episode #246: GDY Review of Q4 2023)

    Tech Stocks and Financial Sector Deliver a Strong Quarter (Episode #246: GDY Review of Q4 2023)

    In episode 246 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the fourth quarter of 2023.

    • 8 min

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