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Wealth & Investment Management

Adjusted For Risk Podcast: An investment management special

Posted by on 19 April 2024
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What does 2024 have in store for investors and their portfolios? Our partner, Zephyr has reached out to key experts in investment management to explore the biggest trends and survey the economic landscape that investors operate in. Listen to the podcasts below.

What investment trends is Pictet Asset Management's Gert van der Geer following?

Pictet Asset Management's Senior Investment Manager and Team Head Global Thematic Opportunities and Thematic Solutions, Gert van der Geer shares some fantastic insight regarding thematic investing and locating trends in this conversation with Ryan Naumann, Market Specialist, Zephyr.

Gert shares some of the themes he and his team are following, why it's difficult to locate long-term sustainable trends and how financial advisors can incorporate thematic investments in their client's investment portfolios.

Victory Income Investor's Jim Jackson gives his views on what's ahead for fixed income investors

With uncertainty around when the first rate cut will come, Jim Jackson, Co-Chief Investment Officer and Senior Portfolio Manager of Victory Income Investors, a Victory Capital Investment Franchise, talks about what fixed income investors should expect in 2024.

Jim talks about the importance of credit spreads and what the recent tightening of spreads mean for investors and why it's a risk. Jim also talks about opportunities as a result of attractive yields and the other fixed income sectors his team likes.

Finding the best fixed income opportunities with Newfleet Asset Management's David Albrycht

In this very informative and engaging conversation with Ryan Naumann, Newfleet Asset Management's President and CIO, David Albrycht talks about what is in store for fixed income markets in 2024.

David shares fantastic insights into the risks and opportunities that lie ahead for fixed income investors, the Fed, the yield curve, and some of the fixed income sectors that he believes are attractive in 2024.

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