Portfolio Intelligence

Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, returns to the podcast with tips on best practices for virtual meetings for financial professionals. He also explains what mistakes to avoid and shares top virtual meeting techniques. In this episode, Brendan also discusses the best way to set expectations with new and current clients regarding what's going to be virtual and what's going to be in person as we navigate a hybrid model going forward.

In this episode of Portfolio Intelligence, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss their 2022 economic projections and investment outlook. The strategists also share what factors they’re currently watching, their expectations from the U.S. Federal Reserve, and their concerns for the U.S. and global economy in 2022. Finally, the strategists share their views on the positioning of fixed income and equity investments in 2022.

Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, returns to the podcast with tips for financial professionals using LinkedIn Sales Navigator as a business-building tool. He discusses why it might be worth it for advisors to pay for the service rather than using the free version of LinkedIn. Barca also explains how LinkedIn Sales Navigator has built-in customer relationship management tools that can help advisors concentrate on the most promising leads while best serving existing clients in their practice.

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to address valuation worries and why overall market price-to-earnings (P/E) ratios have been steady due to strong earnings growth. The strategists also discuss what retail sales, jobs reports, and other indicators are saying about the health of the U.S. economy. Finally, they weigh in on what higher inflation means for investors and their outlook for lingering supply chain disruptions.

Global environmental change is one of the strongest factors driving interest in sustainable investing. In this podcast, Dr. Sarah Cornell of Stockholm Resilience Centre and Gabriel Micheli, CFA, senior investment manager at Pictet Asset Management, discuss thematic and sustainable investing during a time of accelerating climate change. Listen to this episode to hear expert insight on how sustainable investing works in practice and how to incorporate it into portfolios.

The inflation rate has been running hot lately, and Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, discuss how supply chain delays and supply shortages are affecting the consumer price index (CPI). The strategists think inflation will remain elevated for the next couple quarters, but that supply and demand will ultimately come back into balance. They also share their top portfolio ideas now for the equity and fixed-income markets.

Smart use of technology and social media is critical for investment professionals to help clients and grow their business. Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, teaches advisors how to seamlessly enter the digital age through live workshops, webinars, and online courses. In this episode, investment professionals can learn how to work with clients remotely and effectively with tools such as Zoom, WebEx, Google, and LinkedIn.

Fixed‐income investors are making some false assumptions about the market that could negatively affect portfolios, according to Co‐Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA. Using fixed‐income data analytics and market history, the strategists debunk narratives such as the U.S. Federal Reserve tapering its bond purchases will automatically lead to higher U.S. Treasury yields. Listen to this podcast to avoid four fixed‐income myths in today’s markets.

Cheryl I. Smith, Ph.D., CFA, portfolio manager at Trillium Asset Management, and Matthew A. Zalosh, CFA, portfolio manager at Boston Common Asset Management, join the podcast to discuss ESG investment strategy. The portfolio managers delve into the details of using environmental, social, and governance factors in investment portfolios. For example, when it comes to environmental impact, ESG managers are taking a close look at companies’ use of renewable energy, recycling, and resource efficiency. Listen to this episode to get the experts’ perspective on ESG investing.

Financial aid expert Mark Kantrowitz offers some timely wisdom for families with students seeking financial aid. Mark discusses the most common errors families make when filling out the Free Application for Federal Student Aid (FAFSA), and he serves up some great tips for applicants to get the most aid possible. As students prepare for the FAFSA filing on or after October 1 each year, Mark’s tips will come in handy to help you avoid leaving money on the table.