84 episodes

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Advisor Success Series Freedom Investment Management, Inc.

    • Business
    • 4.0 • 6 Ratings

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

    Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors

    Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors

    In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector positioning.

    • 30 min
    The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research

    The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research

    In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.

    • 27 min
    Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management

    Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management

    As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especially around fiscal and monetary uncertainties heading into this year's U.S. election.

    • 31 min
    Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds

    Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds

    In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavior of volatility pricing.

    • 36 min
    Addressing Factor Investing Research With Wes Crill of Dimensional Funds

    Addressing Factor Investing Research With Wes Crill of Dimensional Funds

    In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as value and size.

    • 31 min
    Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco

    Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco

    In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed income and commodities.

    • 37 min

Customer Reviews

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6 Ratings

6 Ratings

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