Episodes
Tuesday Oct 04, 2022
Macro pressures affecting private markets
Tuesday Oct 04, 2022
Tuesday Oct 04, 2022
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can find the most promising investment opportunities.
Wednesday Aug 24, 2022
Is this the time for offense or defense in portfolios?
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns.
Friday Jul 22, 2022
A framework for investing in climate technology
Friday Jul 22, 2022
Friday Jul 22, 2022
David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions.
Thursday Jun 30, 2022
Inflation, interest rates and volatility, oh my!
Thursday Jun 30, 2022
Thursday Jun 30, 2022
For long-term investors, there are a number of challenges in today's market environment. We take stock of where we are in mid-2022 and where we are headed in the months and years to come.
Thursday Jun 02, 2022
A macro snapshot into Canada
Thursday Jun 02, 2022
Thursday Jun 02, 2022
David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year.
Thursday May 05, 2022
Investment opportunities in genetic medicine, automation and cybersecurity
Thursday May 05, 2022
Thursday May 05, 2022
Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the dramatic changes afoot in genetic medicine, automation, and cybersecurity.
Monday Mar 28, 2022
Inflation and monetary policy
Monday Mar 28, 2022
Monday Mar 28, 2022
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term shift in interest rates.
Tuesday Feb 22, 2022
Accessing Alternatives in 2022
Tuesday Feb 22, 2022
Tuesday Feb 22, 2022
Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, joins David Lebovitz, Global Market Strategist, to discuss his framework for investing in alternatives, how it can be a solution to public market volatility, and the ways investors can access the asset class in 2022.
Thursday Jan 27, 2022
Engineering portfolios for climate change
Thursday Jan 27, 2022
Thursday Jan 27, 2022
David Lebovitz and Meera Pandit, Global Market Strategists, and Garrett Norman, Investment Specialist, Quantitative Solutions, discuss the latest on global climate change and the solutions institutional investors can incorporate into their portfolios.
Tuesday Dec 14, 2021
The 2022 Asset Allocation Draft
Tuesday Dec 14, 2021
Tuesday Dec 14, 2021
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the biggest risks and challenges investors will face in 2022.