Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets.
Morningstar: Empowering Investor Success.
Find out more about PIMCO’s active approach to fixed income investing, visit their website.
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
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Investment Podcast #7 – Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …
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Investment Podcast #6 – Bonds
MHost James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …
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Investment Podcast #5 – Investment Committees
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
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Investment Podcast #4 – Small Caps
In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox …
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Investment Podcast #3 – Infrastructure
Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In …
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Investment Podcast #2 – Fixed Income
Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance …
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Investment Podcast #1 – REITs and Real Assets
James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for …
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#445 Anthony McInnes
Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into …
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The Growth Formula #1
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk …
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The Growth Formula #2
In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. …
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The Growth Formula #3
In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how …
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AdviceTech Podcast #82 – RetireMap
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …
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#444 Stefan Angelini
Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, …
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
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#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
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Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …