15 episodes

How will today’s market impact client retirement portfolios? Gain new investing insights for your next client portfolio planning discussion.
Investing Perspectives with Brighthouse Financial examines the key concerns and questions financial advisors (and their clients) have about the markets, including the impact of tax law changes, trade wars, rising rates, today’s political environment, and more.
From Brighthouse Financial, join Phil Melville, Chief Market Strategist/Head of Credit, Victor Soto, Head of Investment Research and Analysis, and Kevin Russ, Advanced Sales Consultant, for unique, in-depth insight and perspective.

Investing Perspectives with Brighthouse Financial Brighthouse Financial

    • Investing

How will today’s market impact client retirement portfolios? Gain new investing insights for your next client portfolio planning discussion.
Investing Perspectives with Brighthouse Financial examines the key concerns and questions financial advisors (and their clients) have about the markets, including the impact of tax law changes, trade wars, rising rates, today’s political environment, and more.
From Brighthouse Financial, join Phil Melville, Chief Market Strategist/Head of Credit, Victor Soto, Head of Investment Research and Analysis, and Kevin Russ, Advanced Sales Consultant, for unique, in-depth insight and perspective.

    15: Global Tensions Rise With U.S. Equity Highs

    15: Global Tensions Rise With U.S. Equity Highs

    The S&P 500 returned over 25% in 2019, but the potential for slower growth and global events has caused some uncertainty.   How will this impact my 2020 investment strategy?  Listen as Phil Melville, Chief Market Strategist for Brighthouse Financial, provides his perspective.  This edition of Investing Perspectives with Brighthouse Financial covers the Q1 2020 outlook on capital markets while addressing the key questions financial advisors (and their clients) have for the new year.  Additional topics include:
    -          China trade deal update and impact
    -          Global political tensions and market reaction
    -          Evaluating the likelihood of a recession
    -          U.S. Presidential election implications 

    • 14 min
    14: Dr. David Kelly from JP Morgan Discusses 2020 Asset Allocation Opportunities

    14: Dr. David Kelly from JP Morgan Discusses 2020 Asset Allocation Opportunities

    What is the forecast for interest rates and where are there opportunities for advisors to help clients generate income?   Is there still room for growth in this uncertain market and what can we expect in 2020?  Listen to expert insights from JP Morgan’s Chief Global Strategist, Dr. David Kelly.
    Brighthouse Financial brings you this latest edition of Investing Perspectives with Dr. David Kelly, Chief Global Strategist for JP Morgan.  Dr. Kelly leads the team at JP Morgan responsible for delivering the Guide to the Markets and is widely recognized for his capital markets and broad economic analysis. He is featured regularly on CNBC and other financial services outlets. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation. Join their discussion about 2020 investing opportunities across domestic and international equity and fixed income, along with other asset classes. Additional topics covered include:  
    -  Market volatility and equity uncertainty
    -  Fed policy and interest rate implications
    -  Impacts of the Brexit deal and China trade war

    • 29 min
    13: Market Swings and the Presidential Election: The Forecast for Year-End

    13: Market Swings and the Presidential Election: The Forecast for Year-End

    Uncertainty in the markets continues amid geopolitical events and Fed policy debate.  What can we expect?  Listen as Phil Melville, Chief Market Strategist for Brighthouse Financial provides his perspective.  This edition of Investing Perspectives with Brighthouse Financial covers the fall forecast for capital markets while addressing the key questions financial advisors (and their clients) have about the remainder of the year. 

    • 12 min
    12: Revisiting Asset Allocation in Today's Market - Part 2

    12: Revisiting Asset Allocation in Today's Market - Part 2

    How do advisors navigate today’s market for clients?  Where are growth and income opportunities for the remainder of 2019?  Listen to expert insights from leading investment managers including, Invesco, Western Asset Management, Schroders, and JP Morgan.
    This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss mid-year investing opportunities across domestic and international equity and fixed income, along with other asset classes.  Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.

    • 40 min
    11: Revisiting Asset Allocation in Today's Market - Part 1

    11: Revisiting Asset Allocation in Today's Market - Part 1

    How do advisors navigate today’s market for clients?  Where are growth and income opportunities for the remainder of 2019?  Listen to expert insights from leading investment managers including, Invesco, Western Asset Management, Schroders, and JP Morgan.
    This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss mid-year investing opportunities across domestic and international equity and fixed income, along with other asset classes.  Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.

    • 38 min
    10: Trade Wars & Rate Cuts: The Markets at Mid-Year

    10: Trade Wars & Rate Cuts: The Markets at Mid-Year

    Volatility has returned amid trade negotiations and interest rate uncertainty.  What can we expect? Listen as Phil Melville, Chief Market Strategist, provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers capital markets at the midpoint of 2019 while addressing the key questions financial advisors (and their clients) have about the remainder of the year. Learn more (https://www.brighthousefinancialpro.com/pro/products/annuities/investing-perspectives/quarterly-market-q3-2019-weaker-markets/)

    • 11 min

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