Your Spring Podcast Playlist
11 April 2023
1. The Stage is Set for Emerging Markets Bonds with Eric Fine
VanEck Portfolio Manager Eric Fine shares insights on the state of the U.S. economy, including monetary policy and the strength of the dollar, and how these play into foreign exchange rates and the performance of emerging markets assets.
2. Wealth Planning for the Largest Generation, Millennials, with Stacey McKinnon
Millennial investors have recently taken over as the largest generation in the U.S. Stacey McKinnon, CMO and COO of Morton Wealth, talks about the values and behavior of millennial investors and how the business of financial advice will need to adapt.
3. Economic Updates with Milton Ezrati
Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Milton Ezrati, Chief Economist at Vested.
4. Caregiving Planning for the Sandwich Generation with Sarah Ricca
Sarah Ricca, Senior VP, Financial Advisor at Morgan Stanley, offers caregiving tools and tips to those in the “sandwich generation” and explains how financial advisors can serve as a key resource when planning for caregiving.
5. Saudi Arabia: A Rising Investment Destination with Ola El-Shawarby
This episode features Ola El-Shawarby, Senior Analyst for VanEck’s active Emerging Markets Equity Strategy, who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sectors.
6. Accessing Private Markets with Matt Malone
Learn about private market investments, how they provide more exposure, and how to determine if they’re appropriate for your clients’ investing needs from Matt Malone, President and Head of Investment Management of Opto Investments.
Don’t have time to listen to a full episode? Check out highlights from Trends with Benefits on YouTube Shorts!
