Matthew Benkendorf on Managing Equities

Matthew Benkendorf on Managing Equities

Bloomberg Opinion columnist Barry Ritholtz interviews Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, which manages about $35 billion.

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Episoder(742)

At The Money: Managing a Portfolio in a Higher Rate Environment

At The Money: Managing a Portfolio in a Higher Rate Environment

Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in t...

3 Apr 202412min

Angus Deaton on the Financial Advantage of College Degrees

Angus Deaton on the Financial Advantage of College Degrees

Bloomberg Radio host Barry Ritholtz speaks to Angus Deaton, senior scholar at the Princeton School of Public and International Affairs. In 1976, he became a professor of econometrics at the University...

28 Mar 20241h 34min

At the Money: Using Volatility to Rebalance Portfolios

At the Money: Using Volatility to Rebalance Portfolios

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sond...

27 Mar 202412min

Listen Now: The Big Take

Listen Now: The Big Take

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories tha...

26 Mar 20241min

Liz Ann Sonders on Behavioral and Sentiment Measures in Markets

Liz Ann Sonders on Behavioral and Sentiment Measures in Markets

Bloomberg Radio host Barry Ritholtz speaks to Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab & Co. Inc. A keynote speaker at numerous company and industry confere...

22 Mar 20241h 16min

At the Money: Benefits of Quantitative Investing

At the Money: Benefits of Quantitative Investing

Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ri...

20 Mar 202416min

Mark Wiedman on Managing Money at BlackRock

Mark Wiedman on Managing Money at BlackRock

Bloomberg Radio host Barry Ritholtz speaks to Mark Wiedman, senior managing director, head of the global client business and member of the global executive committee of BlackRock. He joined the firm i...

14 Mar 202456min

At the Money: How To Know When The Fed Will Cut

At the Money: How To Know When The Fed Will Cut

Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro...

13 Mar 202412min

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