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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

00:24:54 [Speaker Changed] So what was the 2019 promotion? So, so 00:24:56 [Speaker Changed] The 2019 promotion was head of client, co-head of client solutions and analytics. And I was focused more on the a LM side of the business, 00:25:07 [Speaker Changed] A LM Beam 00:25:08 [Speaker Changed] Asset Liability Management.

Investing 144
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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

When we talk about over the counter OTC, that’s one bond desk calling another bond desk and saying, Hey, do you guys have this 2019, you know, muni, California muni series, whatever, and someone has to go locate that. You need to get those assets allocated, you know, on a risk basis. We, we launched money market ETFs.

Portfolio 130
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Ten Questions on Tariffs, the Economy, Markets, and Our Outlook

Carson Wealth

This is what happened in 2018 2019, but during the recent bout of high inflation (in 2021 2022), companies passed down costs and margins even expanded. At the same time, the Fed did cut rates back in 2019 when they thought elevated rates were hurting economic growth. Investors cannot invest directly in indices.

Economy 87
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Checking In On The United States Sovereign Wealth ETF

Random Roger's Retirement Planning

MCW also did great in 2021, 2020 and 2019. The prompt was a mention of the Cambria Global Asset Allocation ETF (GAA) somewhere and since the market has done so poorly, I though it would be worth revisiting. Occasionally of course, MCW gets pasted. It certainly has been valid the whole time.

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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

She was named to CIO Magazone’s “40-Under-40” (2017) and received the Industry Innovation Award/Power 100 in 2019. We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators.

Assets 301
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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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MiB: Ed Yardeni on the Roaring 20s

The Big Picture

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.