Guy Haselmann: A Look at World Order After COVID-19

Our conversation with Capital Markets Strategist, Guy Haselmann, on COVID-19’s market, economic and social shock, and contemplating what the exit from the economic shutdown may look like, and how it may reshape things.

Transcript (coming soon)

Ep. 41 Sandy Liang: The Correction/Opportunity Set of 2020's Bond and Credit Market Crisis

Sandy Liang, Portfolio Manager of the Purpose Credit Opportunities Fund, Purpose Investments shares his expert critique on the differences and similarities between the 2008 and 2020 Bond and Credit Market Crisis.

In our conversation, Sandy Liang provides valuable insight on how the credit market works, his fund’s defensive posture going into the drawdown, and the correction/opportunity set that has revealed itself.

Ep. 40 Mark Noble: Did ETFs Pass the Pandemic Sell-Off Test?

Mark Noble, EVP, Horizons ETFs, and Head of ETF Strategy joins us for this in-depth conversation. We explore some controversial long-time questions about ETFs, equity and fixed income markets liquidity in the context of the high-speed COVID-19 pandemic market panic, in this honest discussion about whether or not ETFs have been a blessing or a curse to capital markets.

Transcript (coming soon)

Time to get comfortable being uncomfortable

When your clients think about risk they most often recall or imagine losing money or enduring volatile markets. You, as an advisor, however, have to widen your perspective on risk to include your clients’ feelings about their investments, and the potential decisions they may make as a result.

Som Seif: Conventional Bond Investing Will Be A High Risk, Low Return Proposition for Most

We recently sat down with Som Seif, Founder and CEO of Purpose Investments, to catch up with him on markets and strategy. Conventional bond investing are now a high risk, low return proposition for most investors today. What’s a fixed income solution that works right now? What does the optimal equity investments sleeve look like to Seif right now. These are some of the points we chatted about.