Markets & investing podcasts

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Large-cap growth equities, featuring Avantis® Investors

What do a bumpy plane ride, winter overcoats, and the magnificent-7 have in common? Listen to our latest podcast to find out how industry veteran Eduardo Repetto of Avantis® Investors navigates the world of U.S. large-cap growth stocks. Transcript

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Large-cap growth markets, with J.P. Morgan Asset Management

Giri Devulapally, CFA and portfolio manager from J.P. Morgan Asset Management discusses large-cap growth markets with Ken Kozlowski. Giri is a new portfolio manager in the lineup but brings decades of experience, impressive academic credentials and a unique approach in what can be a very crowded space of the market. Transcript


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High-yield bond markets, with AXA Investment Managers U.S.

Mike Graham, head of U.S. High Yield and Senior U.S. High Yield Portfolio Manager for AXA Investment Managers U.S., sits down with Ken Kozlowski to discuss the high-yield market, how it has evolved over the years and how the asset class may fit into the average investor's portfolio. Mike also opines on some of the criteria he considers when investing in the high-yield market. Transcript


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Hard assets markets, with Invesco's Darin Turner

Darin Turner, Head of Listed Real Assets at Invesco sits down with Ken Kozlowski to evaluate the market for hard assets. Listen in as they discuss how hard assets like real estate, infrastructure, and even commodities like oil, may offer a path to diversification in today's economy. Transcript


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Nancy Prial on small cap investing

Hear from Nancy Prial, Co-Chief Executive Officer & Senior Portfolio Manager at Essex Investment Management, LLC, as she sits down with Ken Kozlowski from Equitable Investment Management to talk about how she and her team approach small cap investing. Transcript


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Elaine Kan on multi-asset income investing

Elaine Kan, Portfolio Manager and Rate & Currency Strategist at Loomis Sayles & Company, sits down with Ken Kozlowski to discuss the different market regimes and the impacts of inflation. Transcript


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Brian Quinn on income-producing stocks

Brian Quinn, Portfolio Manager with Barrow Hanley Global Investors, sits down with Ken Kozlowski and discusses building a portfolio of companies that pay attractive or consistent dividends. Transcript


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