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Episode #5: Sunshine is The Best Disinfectant: Listen as we share data on investor behavior   NewSquare’s Joseph S. Rizzello, Chairman and CEO, and Ryan L. Kirk, President and Head of Portfolio Management, share remarkable data on how investor behavior can lead to significant underperformance. Astonishingly, the average investor underperforms the markets significantly, and the reason is their behavior, which is driven by emotions.   The adage “Sunshine is the best disinfectant” reminds us to search for the truth through data. The Dalbar study referenced here, and the insight Joseph and Ryan share, provide powerful knowledge for investors.   Listen so you can learn from the data, internalize the lessons, and avoid repeating the mistakes of those who went before you. https://lnkd.in/eq88eyuu

💡 Pinpointing winners in the private markets is becoming increasingly challenging, particularly as there are more private equity and #VC-backed companies than publicly traded entities. Due diligence has never been as essential or broad a task as now. During this year's Future Proof conference, PitchBook's vice president of institutional research, Nizar Tarhuni, joined Morningstar's The Long View Podcast with Christine Benz and Jeffrey Ptak to discuss manager selection, the crowded alternative market, divergent returns, and a panoramic outlook on private markets. You can check out the rest of the conversation here: https://lnkd.in/ga5m8rsE

Welcome to the second episode of our Quant Pulse podcast series. This periodical delves into market dynamics and what they mean for our whole suite of systematic strategies, divided across defensive, balanced and pro-cyclical categories. Each episode, clocking in at around 5 minutes, will be a compact and insightful exploration of the week’s highlights. In today’s episode, we discuss last week’s mixed markets and how they impacted our suite – pro-cyclical and balanced strategies rallied, while our defensive strategies were flat. Our Portfolio 365 (DBQSAWL5 Index) was up 0.98%. We provide more details on individual return streams, discuss the DB research team’s optimistic outlook for the medium term and more conservative in the short-term, and what these imply for the quant world. Finally, we wrap up by highlighting this week’s key economic indicators and events to watch out for and their potential impact on quant investing. Hyperlink: https://lnkd.in/gC6u4i5P

🔍📉 David Einhorn Raises a Provocative Point: Are the Markets 'Fundamentally Broken' by Passive and Quant Investing? 📈🤔 In a candid discussion on Barry Ritholtz’s Masters in Business podcast, David Einhorn, the founder of Greenlight Capital, voices a bold critique of today's financial markets. With a storied career in value investing, Einhorn's insights come from a place of deep experience and reflection. Einhorn suggests that the surge in passive investing and the dominance of algorithmic trading have led to a market that overlooks the intrinsic value of companies. "Passive investors have no opinion about value... They assume everybody else has done the work," he points out. This shift has not only changed the landscape for value investors but also raised questions about market efficiency and the role of active management in uncovering true company worth. As the financial ecosystem evolves, with passive vehicles now accounting for over half of US equity funds' publicly traded assets, Einhorn argues this paradigm shift may be sidelining the critical analysis of individual stocks. Meanwhile, the rapid rise of quant strategies, focused more on short-term price movements than long-term value, adds another layer of complexity. 🔄 But this brings us to a pivotal question for our professional community: Do you agree with Einhorn's assessment that the markets are "fundamentally broken"? How do you see the role of passive and quant investing evolving, and what implications does this have for the future of market analysis and value investing? Let's dive into this critical discussion. Your insights and experiences could shed more light on the path forward for investors navigating this transformed landscape. #finance #investment #passiveinvesting #quantinvesting #marketanalysis https://lnkd.in/dhxA2wP3

Due Diligence has never been as important as ever!!

What does it take to be a Value Investor in Emerging Markets? To celebrate the tenth anniversary of the Value Team as a value franchise at Schroders, we’ve turned the tables and asked past podcast guests on the Value Perspective and some of the team’s longest standing clients to interview us. In this episode, Scott Spencer, a partner within the Columbia Threadneedle Multi Manager Team sits down with Fund Manager Vera German. They discuss Vera’s journey to becoming a Value investor; how literature and legendary Value investors have influenced her and shaped her investment style; international value investing with a focus on emerging markets; and how she thinks of macro in the context of Value investing. Enjoy! https://okt.to/XZzn3o

In this week's episode of Another Fine Mezz, Tom Lemmon, deputy securitization editor at GlobalCapital welcomed Katie Prideaux, director of sustainable investment analytics product at LSEG (London Stock Exchange Group) analytics who talked to us about the evolution of #ESG as it becomes an ever larger consideration for market participants. 🎧 Listen to the podcast now: https://lnkd.in/egUnpvbs #Capitalmarkets #securitization #podcast

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Important disclosures: https://bit.ly/2JzEDWl .

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Important disclosures: https://bit.ly/2JzEDWl .

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Important disclosures: https://bit.ly/2JzEDWl .