Asset TV U.S.

Small Caps: Time to Turn the Tide? In this Newsletter: Small caps have dramatically underperformed large caps for a century! Could this be a buying opportunity? This week's Top Picks dives deep into the small-cap space with insights from industry leaders: - Brooke May, CFP®, Evans May Wealth - Ryan Thomes, CFA, Hotchkis & Wiley Capital Management Is the tide finally turning for small caps? Uncover the reasons behind the historic underperformance, learn how to identify potential opportunities in the small-cap market and discover if now's the right time to invest in small caps. Don't forget to subscribe!

Tom Kozlik, Managing Director and Head of Public Policy & Municipal Strategy at Hilltop Securities Inc., discusses muni yields, the impact of the macroeconomic backdrop on credit quality, and what is most concerning to muni investors right now 👉 https://lnkd.in/enqCXP8Q

Jason Britton, MBA, CSFA, Founder and CIO of Reflection Asset Management, takes a three-dimensional look at wealth, incorporating expected financial return, proximity to change, and intentionality 👉 https://lnkd.in/eQG_zYm5

Sound Shore Management, Inc.’s Investment Team discusses the evolution of the firm, its disciplined fundamental value strategy and how focus and a contrarian mindset have been keys to their long-term success as an extension of their clients' investment office 👉 https://lnkd.in/euyC2JeD

Sustainable Investing: Benefits, Challenges, and the Future of Our Economy 🏘️ Considering a shift towards #SustainableInvesting? This week's newsletter dives into the key aspects of this growing trend: - Charles French, Impax Asset Management: Explores the critical role of social investment in a #SustainableFuture. Discusses the "twin pillars" of environmental and social transition. - Jason Britton, MBA, CSFA, Reflection Asset Management: Shares his excitement about the positive impact of sustainable investing. Offers a realistic perspective on the challenges of ESG investing. Learn more about: 🌎 The benefits of sustainable investing for society and investors. ♻ Investing strategies that consider both environmental and social impact. 🚞 How to navigate the evolving landscape of sustainable investing. Don't forget to subscribe!

Cetera Financial Group Chief Legal Officer Lisa Gok spent 11 years with SEC earlier in her career and has a unique perspective on today’s regulatory environment 👉 https://lnkd.in/eEQBQwpV Watch as she discusses the current landscape, the importance of scale in implementing a compliance program, and tips to help advisors stay ahead of the regulatory curve.

#ESG has become a “meaningless term,” says Jason Britton, MBA, CSFA, founder and CIO of Reflection Asset Management 👉 https://lnkd.in/ek4h6FiU He discusses the politicization of ESG, common criticisms across parties, and his own critique with the space.

Looking for a low-cost core international #Equity #ETF that allows investors to pursue incremental yield without sacrificing a significant amount of a portfolio's risk budget? 👉 https://lnkd.in/emMp2yR7 Todd Mathias, CFA, Vice President, Head of US ETF Product Strategy & Development at Franklin Templeton, shares more about Franklin International Core Dividend Tilt Index ETF (DIVI).

In this View From the Floor, Ritika Gupta speaks with Michael Reinking, CFA, NYSE Senior Market Strategist, as he discusses fresh record highs for the S&P 500, the latest economic data and the upcoming presidential election 👉 https://lnkd.in/e-V6NShF

Chief Operating Officer Thomas Gooley shares how Cetera Financial Group is leveraging technology to simplify and improve service, the feedback from advisors about their experience, and what’s ahead for Cetera on the operational front 👉 https://lnkd.in/etD3peGQ