Advisor Success Series

In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges financial advisors are facing in the wake of market volatility, especially in fixed income which has typically served as a ballast to equities, but not so much so far in 2022. We also discuss how advisors might address client inquiries into cryptocurrency / digital asset investing when viewed within the context of expected risk/returns applied to traditional assets.

In this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discuss retirement plan compliance. Endeavour Retirement is a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers. Her background and experience give her a unique and informed perspective on the retirement plan industry. Our conversation covers timely topics such as PTE 2020-02, ESG Investing, and much more around the compliance landscape.

In this episode, we have the opportunity to hear from American Century's Joyce Huang, Portfolio Specialist on the Emerging Market Fixed Income Management team. We discuss the current investment landscape for the emerging markets following the Russian invasion of Ukraine and the resulting spillover into other regions. Joyce Huang shares with our listeners how the team has been able to navigate the market turmoil (hint: the team had hedged their Russian debt exposure prior to the invasion) and some of the opportunities they are finding following the broader sell-off in emerging market fixed income.

We are pleased to be joined by Michael Green from Simplify ETFs to discuss the decision by the Federal Reserve to raise interest rates for the first time following the March 2022 meeting. We dig into the rationales for the course of action the Fed has committed itself to as it seeks to help restore price stability through tighter monetary policy actions without tipping the U.S. economy into recession. We provide our views on the challenges the Fed faces given signs of an economic slowdown, largely a result of the higher prices feeding into a more expensive basic cost-of-living environment that many are struggling to keep up with. What the Fed will do and what it ought to do is subject to much debate as we try to move past the 2020 pandemic shutdowns.

In this episode, we catch up with ETF industry veteran Dave Nadig from ETF Trends to discuss the latest developments within the fund industry. Of particular interest is the attempt by the investment industry (the public markets ecosphere) to create product giving access to the digital world whose innovation and evolution is occurring with lightning speed. Can the public sphere and regulators keep up with the innovation, technological changes, and lower levels of transparency that have given a Wild West feel to digital asset investing? Should the two spheres be crossed or kept separate from an investment perspective? We also discuss some social media 'disagreements' concerning possible negative fallouts from the popularity of indexing and target-date funds as well as disagreements over what constitutes the proper role of 'stewardship' by vis-à-vis shareholder proxy voting and shareholder activism.

To kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Management, to discuss what is top-of-mind in capital market pricing, namely persistently high inflation and the U.S. Federal Reserve's response. We discuss the inflationary/deflationary pickle global central banks find themselves contending with and how one can be positioned for both a rising rate environment and a less-than-aggressive central bank response over fears of going overboard on monetary tightening. The information, statements, comments, views, and opinions expressed or provided in this podcast are not necessarily those of 3D/L, and may not be current. 3D/L does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast. 3D/L does not endorse any products or securities mentioned.

3D/L's President, John O'Connor and CIO, Benjamin M. Lavine, CFA, CAIA, RICP recently hosted a webinar with Jordan Farris of Nuveen, and John Braccio of Wright-Pierce to discuss the state of ESG investing and real-world applications. The full webinar video can be watched here

On this episode, we are joined by Jillian DelSignore, CIMA, the Managing Director, Head of ETFs & Indexing at FLX Distribution. FLX is a unique technology platform that brings together asset managers, distribution professionals, wealth advisors, and advisors. Prior to joining FLX, Jillian was worked at J.P. Morgan Asset Management, BlackRock iShares, and Goldman Sachs. Jillian currently serves on the Board of Women in ETFs, Inc, the first women's group for the ETF industry, and serves as an Independent Board Member for the Uncommon Investment Funds Trust.

In this episode, we catch up with Nate Geraci, President of the ETF Store and host of the ETF Prime podcast. We discuss the latest buzz around digital asset ETF product launches, how to manage investor behavior in the face of volatility, and whether ETF product development has been largely tapped out. (Hint: it hasn't so far).

In this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss the latest issues surrounding value investing. Stocks trading at low price/book valuations have historically outperformed the broader market due to their inherent riskiness, whether due to the cyclical nature of their businesses, capital intensity, or higher financial leverage. However, an increasing number of academics and investors are questioning the relevance of book value (assets less liabilities) as the basis for measuring company valuation as opposed to earnings, cash flow, sales, etc. As global economies transition to the digital age with capital investments increasingly focused on research and development and software licenses, is book value still relevant as a valuation metric for today's investors?