Orion's The Weighing Machine

As we move into 2023, the global economy remains in flux. Despite some signs of recovery, uncertainty continues to dominate the financial markets, and investors are increasingly looking for a safe haven to protect their money. What are some of the investment strategies that can help investors manage risk and maximize returns?In this episode, Rusty and Robyn talk with Stanley Sattler, Director of Investment Solutions at Belle Haven Investments. In his role, Stanley is responsible for operating as a liaison between the investment team and Belle Haven's strategic partners. His primary duties are business development through supporting advisors and consultants across the country. Stanley is motivated by learning about clients' needs and wants to help ensure that their investments receive the attention they deserve.As a fixed-income expert, Stanley talks with Rusty and Robyn about what's in store for bonds and the fixed-income market in 2023, his outlook for bonds, Fed policy, and interest rates, and why municipal bonds are a unique investment opportunity.Key Takeaways [02:59] - Stanley's journey to becoming an investment solutions director. [03:47] - What Belle Haven does for its clients. [04:59] - Belle Haven's outlook on inflation. [06:38] - Stanley's perspective on how the Fed deals with interest rates. [09:21] - What Stanley thinks about the current recession risk. [13:57] - Belle Haven's view of municipal bonds. [17:17] - Why municipal bonds are a unique investment opportunity. [20:19] - Other fixed-income markets Stanley is interested in. [21:11] - Stanley's favorite investment strategy. [22:49] - How Stanley maintains his physical and mental health to perform at his best. [24:15] - The people Stanley is grateful to professionally. [25:52] - Stanley's recommendation for content. [28:36] - The best time to invest in fixed-income funds and laddered portfolios. Quotes[10:12] - "Recession probability is high to significantly high this calendar year, but it's just a scary word that's frowned upon. Recession is a natural part of the business cycle and a natural part of investing over long periods to grow and preserve wealth." ~ Stanley Sattler[15:19] - "For investors looking for a place to step out a few years on the yield curve and get incremental income and yield, you can do that in the municipal marketplace because the municipal bond space is 80+ percent individual investor driven." ~ Stanley Sattler[25:21] - "It's exciting to be involved and learn from a culture of entrepreneurship and service and putting the client first rather than what you typically see in the industry where ego or selfishness is involved." ~ Stanley SattlerLinks  Stanley Sattler on LinkedIn Belle Haven Investments Eye of the Tiger Fidelity Investments The Handbook of Fixed Income Securities Belle Haven Email Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0073-OPS-1/11/2023

Investing in the stock market can be tricky. With so many different strategies available, it can be difficult to know where to start. Considering the current rollercoaster scenario in the market, how can investors make informed decisions about buying and selling assets and maximize their returns?In this episode, Rusty and Robyn talk with David Lundgren, Founder and Chief Market Strategist at MOTR Capital Management and Research. David is a 30-year investment industry veteran focusing on technical analysis strategies, particularly momentum and trend following. He is the former Director of Technical Research at Wellington Management and held senior analyst positions at Fidelity & Thomson Financial.With a demonstrated history of working in the investment management industry, David talks about technical analysis, momentum and trend following, and his outlook for stocks, bonds, cryptocurrencies, and commodities for 2023.Key Takeaways [04:29] - David's career history in the investment management industry. [07:54] - How David defines technical analysis. [10:48] - What it takes to be a successful technical analyst. [12:21] - The strengths and weaknesses of technical analysis. [14:45] - The different schools of thought in technical analysis. [17:11] - What to do when trend following fails. [19:42] - The best allocation of trend following and technical analysis in a portfolio. [23:41] - How a CMT differs from a CFA. [26:09] - What is the CMT Association? [27:21] - A sneak peek at this year's CMT Symposium. [28:57] - The top charts to watch in 2023. [31:38] - How David's multiframework approach works. [33:06] - Among David's favorite equity stocks for 2023. [35:48] - David's outlook for the bond market. [39:27] - What Dave thinks about bitcoin and cryptocurrencies. [43:13] - David's favorite investment idea for 2023. [45:25] - How David maintains his energy to perform at a high level. [47:31] - The people David is thankful for professionally. [49:07] - David's recommendations for content. Quotes[08:18] - "Most money managers are schooled in the principles of fundamental analysis, capital asset pricing theory, dividend discount models, and other traditional fundamental analysis techniques. Unfortunately, almost 90% of active managers underperform their benchmark using the tools they learn in business school." ~ David Lundgren[09:30] - "The market is the best fundamental analyst on the planet. Listen to what the market's trying to tell. And the best way to do that is to identify trend change and stay with the trend as long as the trend changes and goes in the other direction." ~ David Lundgren[26:58] - "There's a big hole in the body of knowledge of most investors, which contributes to their difficulty in keeping pace with the benchmark. That hole can be filled with a better understanding of technical analysis." ~ David LundgrenLinks  David Lundgren on LinkedIn David Lundgren on Twitter MOTR Capital Management & Research Charting My Interruption Tick Tick Boom by The Hives Fidelity Investments Wellington Management Fill The Gap Podcast CMT Association The 2023 Annual Symposium Ralph Acampora Reminiscences of a Stock Operator How I Made $2,000,000 in the Stock Market Stocks on the Move: Beating the Market with Hedge Fund Momentum Strategies The Art of Execution: How the World’s Best Investors Get It Wrong and Still Make Millions No One Would Listen: A True Financial Thriller Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0032-OPS-1/6/2023

Sustainable investing has gained significant traction as more investors integrate environmental, social, and governance (ESG) factors into their investment decision-making process. Although there are many different sustainable investing strategies that investors can choose from, they are all intended to generate long-term financial returns while creating a positive impact on society and the environment.In this episode, Rusty and Robyn talk with Venk Reddy, Chief Investment Officer of Sustainable Credit at Osterweis Capital Management. Venk joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition, where he brings knowledge and experience in credit investing and absolute return investing. Also a portfolio manager for sustainable credit strategies, Venk talks with Rusty and Robyn about what sustainable investing means, how sustainable credit differs from green bonds, and what catalysts could make sustainable investments a hit.Key Takeaways [01:06] - The top things to watch in 2023. [02:45] - What brought Venk to Osterweis. [04:48] - What sustainable investing means. [07:12] - How sustainable credit differs from green bonds. [10:38] - Venk's insights into the future growth of the ESG market. [12:30] - How investors should allocate their funds to ESG investments. [14:12] - The catalysts that could make sustainable investments a hit. [19:42] - Venk's outlook on interest rates and sustainable income. [27:44] - One of Venk's favorite investments. [29:47] - How Venk maintains his physical and mental health to perform at a high level. [32:27] - What Venk has to say about the people he works with. [34:16] - Content recommendations from Venk. Quotes[06:41] - "Our goal is to align performance and progress. But to align performance and progress, you need a situation in which the investments you're making are truly impacted by the management team's decision to make more progress and improve their standing along the categories of risk that they have." ~ Venk Reddy[12:17] - "The more investors focus on ESG as a risk, the larger that market becomes. Not because the market's getting bigger but because people realize that this approach is as appropriate for traditional portfolios as it is for mission-driven ones." ~ Venk Reddy[18:02] - "Security selection matters when people think it matters, and risk is a long-term concept. Once we get to a place where that's the discussion around ESG, risks, and sustainability, the market will grow substantially." ~ Venk Reddy Links  Venk Reddy on LinkedIn Osterweis Capital Management It's The End Of The World As We Know It (And I Feel Fine) Zeo Capital Advisors Carl Kaufman Howard Marks Michaels Stores The Intelligent Investor by Benjamin Graham Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts Mindset: The New Psychology of Success Blindspot: Hidden Biases of Good People Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0034-OPS-1/6/2023

It’s that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage?In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida. He has been profiled in Index Universe articles and referenced in Barron’s, Wall Street Journal, Business Week, and Fortune Magazine. Kim talks with Rusty and Robyn about his outlook on inflation, the U.S. economy and corporate earnings, and the U.S. and international markets. As a portfolio manager, Kim also speaks about how investors should allocate their funds to international stocks and what advice he gives to investors in times of geopolitical crisis.Key Takeaways [03:24] - Kim's role at Main Management and what the firm is all about. [05:39] - Main Management's outlook on inflation. [07:20] - How investors should treat their bond allocations. [08:47] - Kim's outlook for the U.S. economy and corporate earnings. [11:01] - Kim's views on the U.S. and non-U.S. stock markets. [18:35] - How investors should allocate their funds to international stocks. [20:36] - Kim's advice to investors in times of geopolitical crisis. [22:40] - Kim's favorite investment strategy. [24:55] - A regimen that keeps Kim on top of his game. [26:57] - The people Kim is grateful to professionally. [28:42] - Kim's recommendation for content. Quotes[15:52] - "The U.S. dollar is the number one predictor of the international stock market outperforming the U.S. stock market. So if you're in a strong U.S. dollar environment, no matter how much you stomp your feet and want the U.S. market to underperform, it will not." ~ Kim Arthur[21:26] - "Investors need to realize that when geopolitical crises happen, you want to be putting money into the market because almost 12 or 24 months later, you're up significantly from those periods when they went down. It shows the tenacity and the growth mindset of the globe that when these things happen, everybody gets together and works to find a solution to that problem." ~ Kim Arthur[22:10] - "In the equity market, fear is temporary, and greed is permanent." ~ Kim ArthurLinks  Kim Arthur on LinkedIn Main Management Main Management on Twitter Zombie (Miley Cyrus Rendition) Howard Marks Breath: The New Science of a Lost Art Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2450-OPS-12/19/2022

As the need for sophisticated investment management has grown, OCIO has become an increasingly popular solution for institutional investors and advisory firms looking for comprehensive, turnkey investment management. Partnering with an OCIO team connects investment strategies and products directly to investors' unique financial goals, risk targets, and plans. It is a powerful model to increase operational efficiencies and drive growth.In this episode, Rusty and Robyn talk with Kurt Brown, Chief Investment Officer at TownSquare Capital and Head of OCIO at Orion. In his role, Kurt oversees the firm’s bespoke, high-touch services that power advisory practices, family offices, and institutions to more efficiency and higher growth. His team has consistently helped advisor practices accelerate their growth rates while enhancing investor returns, tax efficiency, and client retention.An Outsourced CIO for institutions and advisory firms, Kurt talks with Rusty and Robyn about how TownSquare Capital started the OCIO trend, what the role of the OCIO entails, and why advisors that should consider an OCIO's services.Key Takeaways [04:14] - An overview of Kurt's professional background. [05:33] - How Town Square Capital started the OCIO trend. [07:41] - What the Ballard Center for Social Impact is all about. [09:08] - What the role of the OCIO entails. [12:32] - Why advisors should consider an OCIO's services. [14:15] - The opportunity for OCIO in the market. [15:23] - Why Kurt chose Orion for his OCIO efforts. [16:18] - Why custom indexing is so popular today. [18:37] - Kurt's outlook for wealth management. [20:00] - What advisors and their clients want most these days. [24:47] - The qualities of a high-performing financial advisor. [28:26] - Kurt's outlook for the global economy. [32:48] - The advice Kurt has for aspiring entrepreneurs. [35:21] - Kurt's secret to success. [37:29] - One of Kurt's favorite investments. [40:04] - How Kurt maintains his physical and mental health to perform at his best. [41:24] - The people Kurt is grateful to professionally. [42:52] - Kurt's recommendation for content. Quotes[19:41] - "If you're an advisor living and dying by just having a basket of ETFs, it will be a much more challenging environment in the future. You have to be able to provide these other elements of customization, service, and sophistication." ~ Kurt Brown[27:10] - "It's difficult to build a great business without partners. It is possible, but partnership models are incredibly powerful." ~ Kurt Brown[33:27] - "The faster you can learn what you're exceptional at, the easier and quicker your career and income will grow." ~ Kurt BrownLinks  Kurt Brown on LinkedIn Kurt Brown on Twitter TownSquare Capital on Twitter Narco by Timmy Trumpet Brigham Young University Montgomery Securities Ballard Center for Social Impact Charles Schwab Fidelity Investments Brinker Capital Andy Rosenberger Vanguard Bank of America Eric Clarke Goldman Sachs Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2443-OPS-12/16/2022

Natural resources and commodities provide investors with a unique opportunity to benefit from the long-term appreciation of these assets. While global economic trends largely drive the performance of natural resources and commodities, these assets have historically outperformed traditional asset classes, such as stocks and bonds, during periods of inflation. In this episode, Rusty and Robyn talk with Shawn Reynolds, Portfolio Manager for the Natural Resources Equity Strategy at VanEck. Before VanEck, Shawn served as a board member of several private Latin American oil and gas exploration and production companies and an energy analyst at Petrie Parkman & Co., covering U.S. oil and gas exploration and production companies. At VanEck, Shawn oversees the Natural Resources Equity Investment Team, including asset allocation, company research, and security selection.Shawn talks with Rusty and Robyn about all things natural resources. He takes a deep dive into various natural resource sectors such as energy, agriculture, and precious metals, how natural resources fit into investment portfolios in the current environment, and how they complement other assets.Key Takeaways [03:02] - What drew Shawn to the energy industry. [04:18] - The role of a portfolio manager for an active natural resource equity strategy. [05:29] - VanEck's economic outlook. [07:24] - How VanEck views inflation. [11:07] - VanEck's take on a recession in 2023. [12:39] - How natural resource stocks will fit into portfolios in 2023. [13:58] - What is meant by natural resource stocks. [15:19] - Why natural resources are a great inflation hedge. [18:03] - Shawn's recommendations for natural resource allocation. [21:38] - How recession can impact natural resource stocks. [23:51] - Do natural resource stocks replace or complement other real assets? [25:11] - Why investors should consider an ETF for their natural resource exposure. [26:25] - The difference between VanEck Agribusiness ETF (MOO®) and YUMY VanEck Future of Food ETF. [28:14] - What investors need to know about gold mining ETFs. [30:57] - VanEck's other natural resource ETFs. [32:00] - Shawn's favorite investment. [33:39] - How Shawn maintains his physical and mental well-being to perform at a high level. [34:42] - The people Shawn is thankful for professionally. [35:32] - Shawn's recommendation for content. [37:11] - What Shawn thinks about infrastructure. Quotes[04:28] - "The active natural resource strategy looks at the whole natural resource space. It's trying to drive alpha from all the aspects that natural resources and the underpinning of the global economy provide." ~ Shawn Reynolds[14:15] - "When we think about inflation protection and leverage to global growth, which we think resources are, they are undoubtedly traditional oil and gas, renewable energy and green energy, and metal in all its forms." ~ Shawn Reynolds[15:29] - "The great thing about the natural resource is that it does what it is supposed to do when it is supposed to do it. In times of inflationary periods, natural resource equities outperform the rest of the market." ~ Shawn Reynolds Links  VanEck Humble and Kind by Tim McGraw Goldman Sachs Credit Suisse  Petrie Partners MOO - VanEck Agribusiness ETF YUMY - VanEck Future of Food ETF Veriten Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts  2447-OPS-12/19/2022

In this episode, Rusty talks with Jeff DeMaso, Editor and Founder of The Independent Vanguard Adviser. Jeff is also the interim CIO and Director of Research at Adviser Investments. He has been quoted in USA Today, Forbes, The Wall Street Journal, Barron's, InvestmentNews, and Kiplinger, to name a few, and named a Rising Star of manager research in 2019 by Citywire. Jeff launched The Independent Vanguard Adviser to provide independent, honest, and unbiased coverage of all things Vanguard. The goal is to give practical investment advice and education in a language everyone can understand.Jeff talks with Rusty about what's great about Vanguard, what could be improved, why the company is having a tough year of sales, and a whole lot more. Key Takeaways [02:30] - Jeff's career history and how he came to be in The Independent Vanguard Adviser. [05:22] - The best things about Vanguard as a company and a product. [08:50] - What Vanguard needs to do better. [11:50] - Why Vanguard is having its worst year of sales. [14:21] - Jeff's take on ETFs as the new trend. [17:04] - What Jeff thinks about Vanguard's asset allocation products. [21:09] - How Jeff rates Vanguard Wellesley Income. [22:13] - What Jeff expects for 2023. [25:22] - Jeff's outlook on inflation. [29:05] - Jeff's thoughts on real assets. [31:52] - The qualities Jeff looks for in a team member. [33:13] - How Jeff personally invests. [34:03] - How Jeff maintains mental and physical health to perform at his best. [35:30] - The people Jeff is grateful for on a professional level. [38:33] - Jeff's recommendations for content. Quotes[05:45] - "There's a lot to like about Vanguard. It's bringing low-cost investing to the masses. And not just within Vanguard, they put fee pressure on other players in the industry. We can thank Vanguard for that general pressure on fees coming down and making it such a great time to be an investor today." ~ Jeff DeMaso[09:07] - "There are some things Vanguard could improve upon, without a doubt. The biggest one is the customer service and technology side. And this is the other coin of their low-cost effort, where Vanguard has been cutting costs for years and years." ~ Jeff DeMaso[18:50] - "I always recommend ETFs and index funds, particularly for someone looking to get exposure to the market, keep costs low, keep things straightforward, and don't feel they have an edge." ~ Jeff DeMaso Links  Jeff DeMaso on LinkedIn Jeff DeMaso on Twitter The Independent Vanguard Adviser Storm by Yoshida Brothers Morningstar VWINX - Vanguard Wellesley Income Fund Investor Shares VWELX - Vanguard Wellington fund Investor Shares VNQ Real Estate ETF Daniel Wiener Palm Valley Capital Baillie Gifford Sir John Templeton Warren Buffett Charlie Munger John Bogle Diversification Works Common Sense on Mutual Funds Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts  2253-OPS-11/21/2022

In the current market conditions, investors are looking for more than just average returns. They are looking for protection against downside risk and the ability to generate alpha. While the question of how to best construct a portfolio has no one-size-fits-all answer, certain best practices can help advisors build a better portfolio.In this episode, Rusty and Robyn talk with Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity Institutional Asset Management. Paul and his team at Fidelity focus on helping advisors build a better portfolio.Paul talks with Rusty and Robyn about the trends in portfolio construction and diversification, how he builds a better portfolio, and how to adapt the classic 60/40 portfolio to the current environment.Key Takeaways [02:56] - Paul's career history and how he came to join Fidelity. [03:50] - How Paul helps advisors build better portfolios. [04:42] - Paul's key message to financial advisors and investors in today's market. [05:25] - Paul's recommendation for rebalancing. [06:52] - Is the classic 60/40 portfolio dead? [07:42] - The role inflation plays in a 60/40 portfolio. [08:50] - The latest trends advisors use to go beyond stocks and bonds. [11:31] - Fidelity's benchmark for liquid alternatives and real assets. [12:52] - Paul's personal investment strategy. [13:48] - How Paul maintains his physical and mental health to perform at his best. [14:34] - The people Paul is grateful for professionally. [15:34] - Paul's recommendation for content. Quotes[04:07] - "We try to help advisors be more forward-looking because one of the biggest mistakes advisors make is by whatever's working, looking backward. And we are open architecture and find the best breed names from different fund families to help advisors build a better portfolio." ~ Paul Ma[07:13] - "I hear people say that 60/40 is dead almost every year for the last decade. And they were wrong. 60/40 was awesome for two decades, with a sharp ratio much higher than a hundred percent equity sharp ratio." ~ Paul Ma[11:05] - "The most famous disclaimer in finance is that past performance is no predictor of future performance. Being contrarian, we are moving into a different era of higher inflation. So, new era, new asset classes like commodities and liquid alts." ~ Paul MaLinks  Fidelity Institutional Fidelity Investments Waterfalls by TLC BlackRock Putnam Investments Quarterly Market Update 2022 | Fidelity Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2158-OPS-11/9/2022

Advisors are an important part of the investment ecosystem. They help clients develop investment strategies and provide guidance on allocating assets best. Although every advisor has a unique approach to managing portfolios, they share one goal in common: to manage a portfolio that meets their client's expectations.In this episode, Rusty talks with Bryce Skaff, Co-Head of Global Client Group at Dimensional Fund Advisors. Bryce has been with Dimensional since 1998. He was most recently Dimensional's Head of U.S. Financial Advisor Services, which helped advisory firms design more effective investments, messaging, and business strategies. Before joining Dimensional, Bryce was a secondary markets analyst for Provident Funding.Bryce talks with Rusty about the value Dimensional Fund Advisors place on advisors, why the firm introduces exchange-rated funds in addition to their mutual funds, and the motivation behind Dimensional's recent introduction of ETF models.Key Takeaways [02:11] - An overview of Bryce's personal and professional background. [04:25] - How Bryce got started at Dimensional Fund Advisors. [06:29] - The value Dimensional Fund Advisors places on advisors. [10:10] - A historical overview of Dimensional Fund Advisors and its value factors. [15:54] - Are value investments finally on the rise? [20:10] - Why Dimensional introduces exchange-rated funds in addition to their mutual funds. [23:53] - The motivation behind Dimensional's recent introduction of ETF models. [29:03] - How investors and advisors can access Dimensional's material resources. [31:10] - Bryce's perspective on what makes a good financial advisor. [34:38] - Some of the people Bryce is grateful to on a professional level. [38:25] - How Bryce maintains his physical and mental well-being. [41:04] - Content recommendation from Bryce.  Quotes[07:11] - "We strongly believe advisors are a linchpin in the process. Advisors do a good job increasing the odds of success for investors." ~ Bryce Skaff[27:53] - "As an industry, we default to complexity. When in reality, it's often the simplest of concepts that make the biggest impact on investors." ~ Bryce Skaff[33:29] - "Great advisors are doing the right thing because they understand the truth and are willing to embrace it and give that dose of reality to the investor." ~ Bryce Skaff Links  Bryce Skaff on LinkedIn Dimensional Fund Advisors Good Vibes by Jahboy The Surf Conservation Partnership The University of Chicago Wells Fargo Vanguard Atomic Habits by James Clear Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts  1735-OPS-9/22/2022

Inflation has been rising steadily since the beginning of the year and is now at a level considered concerning by many economists. And while the Fed has been raising interest rates to keep inflation in check, it is becoming increasingly difficult. With inflation remaining stubbornly high, many believe a recession is becoming increasingly likely. What does this mean for the fixed-income market and the bond market?In this episode, Rusty and Robyn talk with Colleen Ambrose, Director of Fixed Income Markets at Capital Group. Colleen has 35 years of industry experience and has been with Capital Group for two years. Before joining Capital Group, Colleen was a portfolio manager at Bank of America. Before that, she was a fixed-income client portfolio manager at American Century Investments. Colleen holds the Chartered Financial Analyst® designation and is a member of the CFA Institute, the CFA Society of Chicago, and Women Investment Professionals. Colleen talks with Rusty and Robyn about her outlook for fixed income, the bond market, and the headwinds in the economy, including inflation, Federal Reserve policy, and a potential recession.Key Takeaways [02:34] - Colleen's professional background and what she does at Capital Group. [04:29] - What Women Investment Professionals is all about. [05:27] - Colleen's advice to investors in light of global financial market events. [07:54] - Capital Group's outlook on inflation. [09:32] - Colleen's thoughts on the Federal Reserve's inflation policy. [10:24] - What Capital Group has to say about recession risk. [11:46] - The impact of geopolitical risks on the fixed-income market. [13:17] - How the fixed income bear market will end. [14:59] - Colleen's view on long-term interest rates. [15:46] - What Capital Group thinks about investment grade bonds, high yield bonds, emerging markets, and debt.  [17:21] - Why investors should consider fixed-income assets during market volatility. [19:30] - Colleen's personal investment strategy. [20:28] - How Colleen maintains her physical and mental health to perform at her best. [21:29] - The lessons Colleen learned from her mentors. [22:35] - Colleen's recommendation for content. Quotes[04:05] - "I love being that point person between our investment team and the end user clients to help them optimize what they're doing with their fixed income. Fixed income can be archaic and complex to understand. I like putting it in user-friendly terms to help people understand the messaging and move forward the right way." ~ Colleen Ambrose[10:39] - "We're not there yet. But 2023 is likely to see a recession, potentially a global recession. The U.S. will be slowing from the impact of Federal Reserve hikes and higher inflation. In terms of the employment landscape, we start to see layoffs in the economy that could impact things." ~ Colleen Ambrose[22:01] - "In the real world, you learn so much by doing. I equate learning about the bond market or financial markets to being plopped down in the middle of a foreign country, not knowing the language. And every day, you have to get up and learn the language." ~ Colleen AmbroseLinks  Colleen Ambrose  Capital Group Walking On Sunshine Women Investment Professionals Bloomberg The Wall Street Journal The Economist Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2145-OPS-11/8/2022