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Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets ...
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Guiding Assets
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Celebrating 500 Episodes: Reliving the Best Moments From 2007 to Today
19:43
19:43
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Join us for a celebratory trip down memory lane as we mark the 500th episode of Guiding Assets! This little show we started all the way back in 2007 has now survived a dozen hosts, two financial crises, and a pandemic. We will look back at the history of the show and welcome back some familiar voices to share their favorite clips from memorable epi…
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Guiding Assets
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Marko Papic: Predictions and Insights for Investing in a Complex Geopolitical World
24:57
24:57
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24:57
In this fascinating episode, Andres Vinelli, chief economist at CFA Institute, sits down with Marko Papic, partner and chief strategist at Clocktower Group, to explore the geopolitical implications of a multi-polar world. Listen in as we discuss the role of the US and emerging markets, and provide tips for applying a geopolitical strategy toolkit t…
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Guiding Assets
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Susan HayesCulleton, CFA, on Making Financial Literacy Engaging and Accessible for Teens
31:55
31:55
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31:55
Susan HayesCulleton, CFA, a noted author, economist, and managing director of The HayesCulleton Group, shares her experience in building a successful financial literacy program called "Money Matters" that has been rolled out in every high school in Ireland. We discuss the importance of relationships, understanding the teacher and student perspectiv…
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Guiding Assets
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Anubhuti Gupta, CFA, CIPM: Lessons for Investors in Inflationary Environments
26:36
26:36
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26:36
Dive deep into the world of asset allocation with Anubhuti Gupta, CFA, CIPM, a senior principal consultant for Mercer's Wealth business in Singapore. We discuss the impact of inflation on portfolios and how investors can structure them for resilience amidst inflationary pressures. We also explore the challenges of diversification in 2022 and the im…
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Guiding Assets
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Gerry Fowler, CFA, of UBS Talks Strategies for Mastering Market Forecasts
22:21
22:21
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22:21
In this episode, we dive deep into strategies for building robust market forecasts with Gerry Fowler, CFA, Head of European Equity Strategy and Global Derivative Strategy at UBS. We discuss the importance of leading indicators in understanding potential future outcomes for market and business cycles, as well as the impact of rising interest rates o…
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Guiding Assets
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Joachim Klement, CFA: Former Credit Suisse Managing Director and UBS Head of Strategic Research Discusses the UBS–Credit Suisse Takeover and Current Market Turmoil
20:08
20:08
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In this thought-provoking episode, we dive deep into the challenges facing the European banking sector with expert guest Joachim Klement, CFA, an investment strategist at Liberum. We tackle the recent confidence breakdown in the industry, the potential risks of bank bailouts, and the impact on bond markets, while also reflecting on Joe's experience…
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Guiding Assets
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Barbara Stewart, CFA: Creating Your Own Personal Business Model
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21:40
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21:40
During the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, including what it means to have a personal business model and…
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Dagmara Fijalkowski, CFA: Good Governance of FX Markets Requires Support of All Market Participants
16:46
16:46
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16:46
Global FX markets with $2.1 trillion daily spot turnover far overshadow fixed income and equities markets in size, yet more can be done to assure their integrity and effective functioning. Mike Wallberg, CFA, speaks with Dagmara Fijalkowski, CFA, head of global fixed income and currencies at RBC Global Asset Management, about the FX Global Code, a …
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Guiding Assets
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Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships
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12:55
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One approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values …
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Guiding Assets
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Julia Dhar: Secrets to Disagreeing Productively
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27:55
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The tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you’re presenting an analysis to colleagues in your firm’s security selection process or fielding portfolio performance questions from clients. Mike Wallberg, CFA, speaks with Ju…
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Guiding Assets
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Martin Leinweber, CFA: Evolution of Cryptoassets Post-FTX
28:17
28:17
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28:17
In the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CFA, and Martin Leinweber, CFA, Digital Asset Product St…
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Guiding Assets
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Peter Zeihan: The Next Chapter in the Changing Global Economic Order and Why Geography Matters (Again)
27:41
27:41
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27:41
Geopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The End of the World is Just the Beginning. In this wide-r…
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George Cipolloni, CFA: Investing When the Tide Goes Out
23:52
23:52
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A Three-Component Approach to Stock and Bond Picking. As central banks swung from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfolio Manager and co-leader of the balanced income strategy…
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Reshma Rajagopalan, CFA: Keeping Risk Management at the Forefront to Achieve Return Goals
18:52
18:52
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“Risk” in investment management has many definitions and dimensions. For investors, it’s not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio’s risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA, Quant & Analytics Specialist at FactSet, discuss how …
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Guiding Assets
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Steve Cook: The Growth and Evolution of Active ETFs
26:24
26:24
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ETFs have been popular among investors for many years given the tax advantages, efficiency, and transparency afforded by the ETF structure, but it was regulatory changes implemented in 2019 that leveled the playing field for the issuance of active ETFs. Since then, more active managers, including traditional mutual fund firms, have been bringing ac…
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Guiding Assets
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Arezu Moghadam: Enhancing the Art and Science of Investment Management through AI and ML
24:14
24:14
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An emerging and critical application of data science in the asset management industry is the use of artificial intelligence and machine learning to support both the art and science of fundamental investing. Arezu Moghadam, Managing Director and Global Head of Data Science at JP Morgan Asset Management, speaks with host, Mike Wallberg, CFA, about ho…
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Richard Brandweiner, CFA: A Purposeful Career
23:15
23:15
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The Journey to Leading a Global Investment Firm Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected leader of a global investment organization, Richard Brandwe…
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How Asset Owners are Using DEI Metrics in Manager Selection and Investment Decision Making Diverse investment teams outperform on many levels. Having a dedicated DEI strategy and culture at your investment firm can not only enhance investment performance, but also can contribute to significant improvements in risk management, talent acquisition, an…
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Adam Rein: Investing for Impact and Return
16:04
16:04
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16:04
Aligning Client Objectives with Portfolios Demand for impact investments has never been higher among high net worth clients, but capital allocation to impact strategies is still a small fraction of demand. How can advisors help their clients align objectives, build portfolios and invest in solutions to societal and environmental challenges and prov…
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Guiding Assets
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Are Bitcoins Really Just Pet Rocks? The State of Crypto Assets in 2022
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28:00
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Matthew Hougan and David Lawant from Bitwise, the world's leader in crypto index funds, join Mike to talk about the current state of crypto currencies in 2022. They talk about market fundamentals, valuing crypto assets in the current volatile market, what has changed, and how to approach these assets going forward. -show notes- Link to Matt's paper…
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Do Relationships Really Matter? Let's Talk About the Future of Work in Wealth Management and Financial Planning.
20:07
20:07
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20:07
Financial advisors quickly embraced and implemented new technology and tools to bridge performance reporting and communications with clients during the pandemic. But as our guests, Ian Robertson, CFA and Sameer Somal, CFA tell us, continuing to build on relationships, fostering trust, providing superior communication, and more comprehensive advisor…
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Allen Sukholitsky, CFA: Art Investing is $1.7T+ Asset Class. Should It Be In Your Portfolio?
23:08
23:08
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Ever considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great inflation hedge, this episode is a fascinating look in…
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John Tobin, CFA: Rising Rates & Equity Duration
22:08
22:08
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What Bonds Can Tell Us About Equity Valuations While rising interest rates have had serious consequences for investors, there are some stocks that are performing better in the current financial climate. John Tobin, CFA, returns to the show to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-di…
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Kathryn Downey Miller, CFA: Exploring the Energy Market Outlook for 2022 and Beyond
24:01
24:01
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Energy price volatility has taken investors on quite a roller coaster ride over the past few years. From historic lows at the onset of the global pandemic to the surging highs seen in recent weeks, it begs the question if what we’re witnessing in the energy sector will continue, and for how long? Kathryn Downey Miller, CFA, VP of Energy Strategy at…
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Sachin Khajuria: Breaking Down the Winning Principles of Private Equity Investing
36:36
36:36
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36:36
Private equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations. That’s why it’s never been more important to understand this global econom…
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