The best videos and podcasts for wealth professionals, from asset managers, advisors and industry events, each with a short take from our editors.
The video offers a short framing of how one large wealth firm's principal thinks about Fed policy and its limits, a recurring input for client conversations about rate moves. It is a commentary segment rather than data-driven research, so it is best treated as a stated view.
Agency MBS sits in many core bond mandates, so a manager's read on spread levels and on where active selection might add value is relevant background for advisors reviewing fixed income exposure. The discussion of pricing inefficiencies also speaks to the case managers make for active rather than index exposure in the sector.
It offers a large bond manager's framing of where AI infrastructure funding needs may create credit opportunities, using cash-flow resilience as the stated lens. That can help advisors understand how a manager is approaching the theme across data centers, chips and energy.
For wealth professionals weighing fixed income allocations, the item frames global bond diversification and developed and emerging market opportunities in a higher-yield environment.
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
It is a short, first-person account of the criteria one advisor used when choosing a firm, which may be useful context for advisors weighing independence against platform scale and resources. It is a promotional piece from the host firm, so it offers perspective rather than analysis.
For wealth professionals, it frames the competitive question as less about access to information and more about how advice is applied in client conversations and decisions.
For wealth professionals, the item is framed around how a managed-futures ETF strategy is discussed relative to 60/40 portfolios and asset allocation, along with the growth story of DBMF.
The episode touches on subjects advisors are likely fielding questions about — AI positioning, retail flows, and how a large holding company is putting money to work — in a discussion format rather than a research note. It is framed as opinion and commentary, with the publisher's own disclosure that the hosts may hold positions in securities discussed.
For wealth professionals, it frames technology as a way to support practice growth and client relationships when market-driven growth is described as less dependable.
The bond segment and the mortgage-paydown-versus-bonds comparison map onto common client conversations about fixed income and debt. The discussion of home country bias and currency risk touches on portfolio construction questions advisors field from clients.
It offers a framework for explaining a sharp move in yields to clients, including which explanations the guests set aside and which they emphasise. The comparison of today's starting yields with a decade ago is relevant to how advisors frame fixed income positioning in client conversations.
For wealth professionals thinking about income positioning after money market yield declines, the video offers a portfolio manager's view on limited-term bonds and on areas of fixed-income value and risk.
It addresses the oversight and compliance questions that arise when a private fund manager puts AI into live workflows, framed from the perspective of an in-house general counsel and compliance officer.
For wealth professionals, it offers a CFO’s perspective on pre-IPO planning, liquidity events and employee communication around a liquidity window, framed through workplace financial benefits.
A wealth professional may spend time on it for a plain explanation of buffer ETF mechanics and the trade-offs the material says investors should understand.
The episode is a first-person account of a career break and a structured reentry route back into an asset management role. For wealth professionals involved in hiring, team building or their own career planning, it describes how one large manager frames that path and the issues a returning employee raises.
The item offers a manager's framing of AI capacity constraints, rates and cost of capital, and how those themes are described across private equity, real estate and credit. Its chaptered format lets wealth professionals focus on the specific segments most relevant to client conversations.
The episode touches on market breadth, falling valuations, risk appetite, philanthropy, and property tax views that can inform client conversations about markets and financial planning. It is framed as broad market commentary rather than specific investment guidance.
The episode touches on bond allocation, the trade-off between mortgage paydown and bond purchases, and international diversification with currency risk, all of which can come up in client conversations. The housing discussion may also be relevant for advisers fielding questions about home prices and higher mortgage rates.
Advisors fielding client questions about election-year politics get a concise framing of one firm's argument that political outcomes matter less to markets than investors assume. It is also a prompt for discussing how political risk aversion can shape client behavior around elections.
Wealth professionals who use or evaluate active managers may find a short discussion of one large fund manager’s research process and a regulatory change that affected active management.
For advisors weighing active and passive ETF exposures, the discussion offers a manager’s view on portfolio construction, manager selection and tax efficiency. It also gives context on how one asset manager describes its advisor-facing consulting and service model.
It is positioned as a plain-language primer on private equity mechanics and fund categories, which may be useful as a client-facing or staff-training reference for firms introducing the asset class. The scope is definitional rather than analytical.
It is short-form educational content from a platform provider, useful as a plain-language explainer to share with clients or staff who are new to alternatives. Advisors should note the source is an alternatives platform, so the framing reflects that vantage point.
It offers a manager's view on AI-related credit issuance and stress in lower-rated credit, two areas wealth professionals may need to understand when assessing credit exposure. The description also outlines how DoubleLine describes its own positioning as prices have moved.
It offers a short weekly macro update touching on oil, AI investment sentiment, U.S. earnings breadth and Canadian rate policy. Wealth professionals can use it to track how a manager is framing near-term market drivers.
For advisors discussing market risk with clients, the video offers a manager's account of policy-driven and sentiment-driven bear-market triggers beyond a standard recession call.
For wealth professionals working with fixed income allocations, the segment offers a large manager’s framing of duration positioning, Fed policy and fiscal and foreign-demand risks. It is a short window into how one bond manager is interpreting the Treasury rally.
It is a same-week roundup of the themes advisors are hearing from clients, with AI capital spending and market breadth among the items. Useful as a quick listen for the framing of those debates rather than for detailed analysis.
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