In this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Management, will discuss the state of the U.S. municipal bond market during and after the mid-March capital markets meltdown and why much of the market has not fully recovered from the first quarter sell-off. The muni market is not fully out of the woods but is also presenting compelling opportunities.

Advisor Success Series

State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management

In this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Investment Management. Andy provides insights into the advisory world and how advisors can efficiently and effectively communicate their value propositions to clients. To learn more about how John Hancock Investment Management and how they are helping advisors go to: https://www.jhinvestments.com/

Communicating your Value with Andy McFetridge from John Hancock Investment Management

3D sits down with Steve Sachs, Managing Director and Head of ETF Capital Markets at Goldman Sachs.  Steve shares his views on why he believes ETF capital markets largely functioned the way they were designed to do despite the significant price and liquidity dislocations during the depths of the March bear market.  We also debate about the Federal Reserve’s role in providing emergency lending and liquidity support and whether the Fed will be able to extricate themselves without causing major disruptions. 

A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market

We had the pleasure of speaking with WisdomTree Investment’s Kevin Flanagan, Head of Fixed Income Strategy, and Michael Barrer, Associate Direct in Capital Markets.  In this special episode, we discuss the disruptions seen across fixed income market pricing and liquidity – one of several fallouts from the Coronavirus pandemic.  In addition, we discuss the longer-term implications of the Federal Reserve and U.S. Treasury Department’s emergency initiatives to unclog the financial plumbing and making sure businesses do not get cut off from lending. 

Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity

We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree.  In this episode, Jeremy provides his take on how to make sense of the extreme market volatility this past month.  We then discuss WisdomTree’s foray into the digital asset ecosystem with their recent investment in Seccurency, a blockchain-based financial infrastructure company focused on the compliance side of how digital asset transactions do not run afoul of applicable laws and regulations such as know-your-customer.  One of WisdomTree’s goals is to position for a possible integration of blockchain technology into the ETF ecosystem that would revolutionize how investors can gain access to ETFs beyond the traditional custodial/brokerage account set-up.

A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services

3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, provides an update on the crypto-currency landscape including the recent launch of insured custodial services for institutional crypto-currency accounts, the emergence of stable coins and tokenization of financial assets, and movements on the regulatory front to launch retail investment vehicles. [11:35] Jason Bloom, Senior Director, Global ETF Strategy and Research at Invesco, provides an update on the commodity and fixed income markets in light of the January 2020 coronavirus outbreak in China. [22:51] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, provide an outlook on trends in ETF product development including the launch of semi-transparent active ETFs. -The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice. The third parties listed are independent companies and are not affiliated with American Century Investments. Listing them does not suggest a recommendation or endorsement by American Century Investments.

3D at Inside ETFs 2020

In this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at DFA, to discuss DFA’s approach to sustainability and socially responsible investing.  We discuss the importance of data integrity and efficient implementation of equity and fixed income portfolios oriented toward sustainable investing.

A Discussion with Dimensional Fund Advisors (“DFA”) on a Data-Driven Approach to Sustainability Investing

In this episode, we discuss Bob’s overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he sees attractive relative value.  In addition, Bob shares his outlook on interest rates heading into 2020 and why investors should expect a steeper yield curve.  There is no guarantee that past trends will continue or projections will be realized. Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. This information is subject to change and does not guarantee future results. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether or not the allocations are appropriate for their clients. FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

“Investing for Relative Value Amidst an Uncertain Global Growth Outlook” – A Conversation with Bob DeRochie, Chief Market Strategist at First Trust Advisors

In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria’s market outlook, why it’s difficult to predict recessions, and how to position for the coming year.

"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors

In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he is not concerned over the SEC’s latest rejection of Bitwise’s proposal for a crypto exchange-traded fund (ETF).  Matt also provides valuable insights on the latest crypto-currency trends, increases our understanding of the crypto-currency investment ecosystem, and clears up some misconceptions.

Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise

In this podcast episode, Andrew Opdyke from First Trust shares a more sanguine outlook for the U.S. economy and equities despite lingering concerns over US-China trade conflicts and global manufacturing slowdown.

U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke

On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice.   Be sure to listen to the end of the episode for an exclusive offer! https://proadvisorcoach.com/

A Conversation with Brian Cooper of ProAdvisor Coach

In this episode, we sit down with Hardeep Walia, founder and CEO of Motif.  Hardeep discusses Motif’s approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation.  This podcast highlights the increased systematization of the asset management industry by advancements in artificial intelligence and big data processing. 

A Conversation with Motif: Investing in the Next Wave of Innovation

In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks.  Listen to why Rich is cautious in the near-term about stocks and credit pricing. Although he is not forecasting a recession, he believes gold and cash are preferable to taking on further equity and fixed income risk.      

Gold and Cash: A Conversation with Rich Farr, Merion Capital Group

On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China’s growing economy.  Brendan also shares some counterpoints to some bear market arguments concerning China’s sensitivity to a slowdown in global trade activity and China’s ability to manage its significant debt levels. 

Navigating China’s Market with Brendan Ahern, CIO of Kraneshares ETFs

Hosted by 3D Asset Management,  we bring you innovative ideas from investment experts and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

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Advisor Success Series

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