Episode 9 - The impact of market timing and getting a haircut
In today’s episode we look at the history and effectiveness of market timing in portfolio management. Looking at results of being out of the market during key times, measuring expert returns, and the impact of style drift.
Episode 10 - Not all fixed income is created equal
There are various forms of fixed income, or bonds, and not all of them are the same. Today’s episode looks at what some of those forms are and asks the question about why own fixed income at all? Exploring market cycles and expected return from bonds.
Episode 11 - The importance of trust, compassion and kindness in investing.
Tim Noonan joins us today as our first guest speaker. Tim is the former Managing Director of Strategic Business Initiatives with Russell Investments. Tim is also an accomplished author, his book titled ’Someday Rich: Planning for Sustainable Tomorrows Today” is a must read for future retirees. Join us for a discussion with Tim on the evolution of advice in the investment channel. Discussing the importance of a trusted relationship and compassion and empathy during these volatile times.