On the Money with Dynamic Funds

Portfolio Manager Nick Stogdill discusses the notion that financials could be part of the new market leadership in the next market cycle and the breadth of opportunity in the sector.

Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position.

Vice President & Portfolio Manager Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real Estate, ESG framework, and the outlook on residential Real Estate in light of the changing regulatory environment and rapidly tightening monetary policy.

Vice President & Senior Portfolio Manager Derek Amery provides his thoughts on what 30 years of investing in fixed-income has taught him about managing through inflation concerns and volatile markets. Topics covered include central bank policy outlook, positioning your bond portfolio with recession risk on the horizon as well as what kind of opportunities active managers see in these turbulent markets. 

Portfolio Manager Rose Devli shares her thoughts on the surging inflation we are seeing and how bonds can fit into your portfolio in the current environment. Rose also discusses her experience as a woman in capital markets and what it means to educate and empower others looking to succeed in similar roles. 

Erinn King CFA®, Managing Director & Client Portfolio Manager, Payden & Rygel, shares her perspectives on navigating through the market as we move from inflation concerns to growth considerations.

Frank Latshaw, Vice President & Portfolio Manager, shares his perspective on the key themes that are driving infrastructure investing today.

Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on how the dynamics in energy markets have changed in 2022 given the war in Ukraine and the associated sanctions, as well as the push for energy independence and the integration of renewable energy.

Money conversations with our kids made simple. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches joins us to share the tools that will help children develop a healthy relationship with money.

David Fingold, Vice President & Senior Portfolio Manager, discusses how the tragic situation in Eastern Europe is increasing geopolitical uncertainties and its impact on global equities.