Nuveen: The Innovator in ESG/SRI Investing
Martin Kremenstein is senior managing director and head of retirement products and ETFs at Nuveen, a TIAA company. In this interview, he discusses the latest trends and innovations in ESG/SRI investing.
The Best Practices of Fast-Growing Advisory Firms
Lisa Salvi is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. In this interview, she discusses her research that identified the best practices of the fastest growing financial advisory firms.
Neil Hennessy: The Case for Japan and Energy Stocks
Neil J. Hennessy is portfolio manager and chief investment officer at Hennessy Funds, where he personally manages or co-manages six of the firm’s funds. In this interview, he discusses his outlook for the market and the economy, and why he thinks Japanese and energy stocks are exceptionally attractive.
JP Morgan: What Advisors Want from ETFs
Jillian DelSignore is head of ETF distribution for J.P. Morgan. In this interview, she discusses the overarching needs of financial advisors with respect to ETFs.
Charitable Giving Opportunities Under the New Tax Law
Kim Laughton is president of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. In this interview, she discusses how advisors and their clients can take advantages of the changes in the new tax law.
Weighing the Week Ahead: Storm Warnings
We have a normal economic calendar. Tuesday’s election will take center stage. Markets have less than expected interest in the election. Partly this reflects confidence in a split outcome, with no major policy changes.
Janet Yellen: I Don’t Understand Trump’s Trade Policies
A central focus of the Trump administration has been to reduce the U.S. trade deficit and to force our trading partners – mostly China – to eliminate what he claims to be unfair trade practices. Yet former Fed Chair Janet Yellen doesn’t understand what Trump is doing.
Niall Ferguson: The Destructive Power of Social Networks
The conventional wisdom promoted by the developers of social networks was that they would provide immense benefits to society through faster and broader connectivity. That view was shattered by Niall Ferguson, who called services like Facebook and Twitter “crazy ideas gone viral, with deeply negative implications.”
Guggenheim: Prepare for Recession in 2020
Brian Smedley is Senior Managing Director and Head of Macroeconomic and Investment Research at Guggenheim Partners. In this interview, he discusses his outlook for the economy and the capital markets, and how the economy is likely to run into a recession in the first half of 2020.
At Schwab IMPACT, stop by the Guggenheim booth (620), to meet Brian Smedley, and see him present Forecasting the Next Recession on Tuesday 10/30, at 11:15 AM ET, Showcase Stage C.
The Emerging Trends in ESG/SRI Investing
Anthony Eames is a vice president of Eaton Vance Management and director of responsible investment strategy. In this interview, he discusses the emerging trends in ESG/SRI products and how advisors can better serve their clients with responsible investing solutions.
Stop by to see us at booth 300 in the exhibit hall, where you’ll have a chance to talk with our product representatives.
Inside Litman Gregory’s High Income Alternatives Fund
Jeremy DeGroot, CFA, is a principal and the chief investment officer of Litman Gregory, a boutique wealth management firm based in the San Francisco Bay Area. In this interview, he discusses the Litman Gregory Masters High Income Alternatives Fund, which seeks to generate a high level of current income from diverse sources, consistent with the goal of capital preservation over time. It was launched on September 28, 2018.
Stop by booth #610 at Schwab IMPACT® to learn more about the Litman Gregory Masters High Income Alternatives Fund (MAHIX).
New Research: The Secrets HNW Investors Keep from Advisors
Mike Van Wyk is a senior market research manager at American Funds, part of Capital Group. His research has revealed several secrets that high-net worth investors keep from their advisors, and what advisors can do to reveal them.
Visit us in the exhibit hall at booth 463 to learn about our latest research on high net worth clients and discover ways to serve them better. American Funds Distributors, Inc.
A Top-Performing, Global ESG Fund
Di Zhou and Jim Gassman are co-managers of the Thornburg Better World International Fund (TBWIX), a global ESG fund. Since its inception on 9/30/15, through 9/30/18, the fund has earned an annualized rate of return of 10.96%, outperforming its benchmark, the MSCI ACWI Ex-US USD index, by 117 basis points. As of 9/30/18, the fund has been rated five stars by Morningstar.
Stop by to see us at booth #388 (near the Bear & Bull Pub) in the exhibit hall, where you’ll have a chance to talk with our product representatives and pick up our latest features in the Wall Street Transcript and Value Investor Insight.
Six Themes That Will Drive the Next Five Years
Those looking for an optimistic forecast for U.S. equities can turn to Northern Trust. Bob Browne, its chief investment officer, identified six themes that will drive the capital markets over the next five years. Taken together, they translate to 5.9% annual returns for U.S. stocks over that period, which includes 2017.
Neil Hennessy – The Opportunities in Mid-Cap and Japanese Stocks
Neil Hennessy is a portfolio manager and chief investment officer at Hennessy Funds. In this interview, he discusses the compelling opportunities in mid-cap and Japanese stocks, and what RIAs should be doing in advance of the next market correction.