22 episodes
First Trust ROI Podcast First Trust Portfolios
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- Business
On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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ROI Podcast | Episode 22 | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | Richard Bernstein | June 3, 2024
Richard Bernstein, CEO/CIO of Richard Bernstein Advisors, discusses deglobalization, the reindustrialization of America, and how most investors are ignoring one of the most powerful secular growth opportunities today.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios
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ROI Podcast | Episode 21 | A Recession is Still Likely…But Here’s Why We Could Be Wrong | May 20, 2024
Brian Wesbury joins the ROI Podcast for a wide ranging discussion about the state of the US economy, why government spending suppresses growth, and what factors could ultimately prevent an economic recession.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios
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ROI Podcast | Episode 20 | Will the Stock Market Continue to Defy Expectations? | May 6, 2024
In this episode, Dave McGarel, Chief Investment Officer at First Trust shares his perspective on the risks and opportunities that may lie ahead for equities. Dave shares why First Trust believes low volatility stocks are growing more attractive, why the technology sector has been the secular growth story of our lifetimes, and which data points investment professional should pay close attention to for the rest of 2024.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn h...
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ROI Podcast | Episode 19 | Rethinking Diversification: Are Stocks and Bonds Enough? | John Gambla | April 22, 2024
In this episode, we explore why more and more investment professionals are allocating to call-writing funds, long/short strategies, and commodities.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios
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ROI Podcast | Episode 18 | Navigating a Narrow Market | Chris Bush | April 8, 2024
Ryan discusses factor investing with Chris Bush, portfolio manager at First Trust, as well as risk and opportunities for various industries and themes, including artificial intelligence, regional banks, and more.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios
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ROI Podcast | Episode 17 | How Can Technical Analysis Guide Portfolio Allocations? | Jay Gragnani | March 25, 2024
In this episode, Ryan is joined by Jay Gragnani, Senior Market Strategist at Nasdaq Dorsey Wright for a discussion about how financial professionals are utilizing technical analysis and Dorsey Wright’s research as an objective input for their decision-making process.Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios
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