Hear economic and market views from Matthew Bartolini, Managing Director at State Street Global Advisors and James Nickerson, Portfolio Manager at Cumberland Private Wealth Management. We’re providing this outlook to help you help your clients understand the market landscape and achieve their desired investment outcomes. We thank State Street Global Advisors for sponsoring this episode.
Podcast hosted by: Michael Venuto and Kedar Wilson
LIVE Show hosted by: Dave Armstrong and Dan Weiskopf
Guests: Matthew Bartolini, Managing Director at State Street Global Advisors and James Nickerson, Portfolio Manager at Cumberland Private Wealth Management
Sponsored By: State Street Global Advisors
00:00 Open/Introduction
02:03 Market Overview
05:16 Views on Volatility
06:28 Comparing International and US Markets
08:05 Views on Valuations
09:27 Views on Benchmarks
10:26 Views on Duration
13:54 Views on Income
18:21 Canadian Energy
20:49 Following the Flows
24:16 Active v Passive
28:06 Closing Comments
30:05 Charity: Pancreatic Cancer Society
