Manager Insights | Market Volatility and Valuation Resets After Reporting Season

Manager Insights | Market Volatility and Valuation Resets After Reporting Season

Chris Gosselin, CEO of FundMonitors.com, spoke with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management and Martin Pretty, Director at Equitable Investors.

They discussed the sharp market volatility during the latest reporting season, driven by elevated expectations around AI, shifting investor sentiment, and significant valuation resets across industrial stocks. The conversation also explored how changing money flows, speculation, and indexing influenced portfolio management and highlighted the importance of diversification in an increasingly volatile investment environment.


Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(110)

Manager Insights | Digital Asset Funds Management

Manager Insights | Digital Asset Funds Management

Chris Gosselin, CEO of FundMonitors.com, speaks with Clint Maddock, Director and Co-Founder at Digital Asset Funds Management. Clint discusses how the fund has remained profitable despite Bitcoin’s re...

27 Maj 10min

Manager Insights | Datt Capital

Manager Insights | Datt Capital

Chris Gosselin, CEO of FundMonitors.com, speaks with Emanuel Datt, founder and Chief Investment Officer at Datt Capital. Emanuel discussed recent market volatility, the divergence between large and sm...

14 Maj 8min

Manager Insights | Altor Capital

Manager Insights | Altor Capital

Chris Gosselin, CEO of FundMonitors.com, speaks with Benjamin Harrison, Chief Investment Officer at Altor Capital.

29 Apr 10min

Manager Insights | East Coast Capital Management

Manager Insights | East Coast Capital Management

Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management. Simone discussed the fund's positive March quarter performance, the imp...

28 Apr 9min

Manager Insights | Allspring Global Investments

Manager Insights | Allspring Global Investments

Chris Gosselin, CEO of FundMonitors.com, speaks with George Bory, Chief Investment Strategist at Allspring Global Investments. They discussed Allspring’s public-markets fixed-income approach, focusing...

11 Mars 16min

Manager Insights | East Coast Capital Management

Manager Insights | East Coast Capital Management

Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management. They discuss ECCM’s systematic global trend-following strategy, recent ...

25 Feb 8min

Manager Insights | Magellan Investment Partners

Manager Insights | Magellan Investment Partners

Chris Gosselin, CEO of FundMonitors.com, speaks with Alan Pullen, Portfolio Manager at Magellan Investment Partners.Alan explains how the team focuses on high-quality global businesses, disciplined va...

20 Nov 202510min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
lastbilspodden
fill-or-kill
rss-dagen-med-di
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
borsmorgon
24fragor
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
tabberaset
market-makers
rss-hos-psykologen
rss-den-nya-ekonomin