Asset TV U.S.

A 40% discount? 🧐 US equities have had a 15-year run, but the tide may be turning for international stocks. Bill Fitzpatrick of Logan Capital breaks down the "perfect storm" that created this historic valuation gap and the catalysts for change. Watch the full interview on Asset TV: ow.ly/jyq350WQeHE #Investing #Stocks #ValueInvesting #International

Watch as Jeff Mindlin, CIO at ASU Enterprise Partners, discusses the growth and strategic asset allocation of ASU Foundation's endowment, touching on market trends, #AI integration, and challenges in #PrivateEquity and #VentureCapital 👉 ow.ly/PSny50WI3w2

Watch as William Fitzpatrick, Managing Director at Logan Capital, defines the opportunities and challenges in international equities 👉 ow.ly/3mQs50WI3hL

In this video, elections, Fed policy, and the fall factor may ignite volatility in the second half, says Gateway Investment Advisers 👉 ow.ly/2HCb50TnW4l @NatixisWM.

Watch as @NatixisWM macro experts discuss the market correction, interest rate cuts, and positioning in the Natixis model portfolios: ow.ly/5xHl50TlJvm

Gold's on a tear! ?? Despite economic uncertainty, gold prices continue to surge. @sprott's experts attribute this to central bank buying, emerging market demand, and a growing recognition of gold as a safe-haven asset. Learn more: ow.ly/RuOR50Thnn3

In this Masterclass Highlight, Troy Gayeski, Chief Market Strategist at @fsinvestments, discusses the advantages and opportunities within middle market private equity as compared to large mega capital, highlighting performance, valuation, and risk metrics: ow.ly/gsOz50Tgf8t

In this session, @TRowePrice's experts explore what health care costs really look like in retirement, how innovations in health care have the potential to disrupt the current cost trends, and how to incorporate these insights into planning with clients 👉 ow.ly/gSik50TgecG

Host Goshka Folda, Global Head of Research, invites Christopher Davis, Head of U.S. Fund Research, back to the show to discuss @ISS_Mkt_Intel's five-year outlook for the U.S. asset management business, the growth of alternatives, and more. Watch here: ow.ly/8XZV50TgeFH

What explains the surge in profitability, and where is this momentum headed in 2022 and beyond? Tune into the latest episode of MI Talk, the podcast series brought to you by @ISS_Mkt_Intel to discuss asset manager profitability: ow.ly/l59M50TftEk

In this edition, @PIMCO's experts discuss a variety of topics, including a hard landing versus a soft landing and implications of both, #CentralBank policy divergence and portfolio implications in the short & long term. Learn more: ow.ly/fEaR50TfpVE

In this AI News, Head of Thematic and Active ETFs at @BlackRock Jay Jacobs sees the landscape shifting with #AI within the next few years 👉 assettv.com/video/blackroc… He explained how the industry is bucketed into three layers and how he sees opportunities in the future.

What are the challenges ? and solutions ? for asset managers globally regarding #ESG product development, distribution strategies, advisor adoption, and other topics relevant to ESG investing? Find out here with @ISS_Mkt_Intel: ow.ly/Br5G50TesOe

In this Masterclass Highlights, @fsinvestments Client Portfolio Manager Daniel Wilk, shares his perspective on today’s markets and explains why investing in private equity may be a compelling way to diversify 👉 ow.ly/Ryzv50Tejci

The MarketSage research platform categorizes content by industry segment, distribution channel, topic area, and geographic region, and includes solutions previously offered separately through Market Metrics, Investor Economics, SIOnline and others: ow.ly/Ar2I50TcCfA

Explore the opportunities @PIMCO's experts see in consumer-related lending, which offers quality and potentially a great runway for growth: ow.ly/2ArV50Tcztr

Discover Polen Capital's quarter-end update discussing factors that impacted the Focus Growth Portfolio & what long-term opportunities may lie ahead: ow.ly/iImA50TcxYs

Explore key themes from our Secular Outlook, including fiscal policy, geopolitical risks, #AI, and upcoming elections, and learn how these factors could shape the future of fixed income markets with @PIMCO: ow.ly/ghL350TcwQG

Allen Li, Head of @GuggenheimPtnrs Municipal Bond Sector Team, reviews trends, opportunities, and idiosyncratic risk in municipal bonds. And U.S. Economist Matt Bush discusses the implications of the soft June CPI release. Watch here: ow.ly/MoAR50TcozI

Discover how starting yields in high-quality fixed income can set a solid foundation for multi-year returns and how active management works to boost these yields even further with @PIMCO: ow.ly/l2F750TcmzI