This is the first part of our chat with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy’s exemplary career on both the buy-side and sell-side in equities, and more notably in high yield, on Wall Street. have earned him a reputation as a shrewd, no-nonsense high yield and corporate bond portfolio manager.

In this final segment of our conversation with Tom O’Gorman, CFA, Portfolio Manager and Director of Franklin Bissett Fixed Income, we discuss the areas of opportunity in the bond market that he and Franklin Bissett Fixed Income are currently favouring.

In this segment of our conversation with Tom O’Gorman, CFA, SVP, Director of Fixed Income as Franklin Bissett Investment Management, we discuss the possibility that China’s Forex reserve bond buying, which has resumed very strongly in the second half of 2017, may be the White Knight of the Fed’s unwinding of QE as it turns down the volume on it’s bond purchase program.

In this segment of in depth discussion about the bond market, Tom O’Gorman points out that while there is definitely inflation within financial market prices, its not clear whether there is clear pricing and consumer inflation.

Are central banks caught between a pillar and post of conflicting views on inflation? What lies ahead? Our conversation continues.

We recently chatted with Tom O’Gorman, Senior Vice President, Director of Franklin Bissett Fixed Income, at Franklin Bissett Investment Management. Via the flattening of the yield curve the bond market has been expressing doubts about the economy, so we asked Tom O’Gorman to share his outlook, his perspectives on the market, and his thoughts on perception versus reality. Is the bond market right about the economy?

In this podcast, we chatted at length with Stephen Lingard, SVP, and Portfolio Manager, Franklin Templeton Managed Solutions, about his Multi-Asset outlook for 2018.

In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year and beyond.

We asked Stephen Lingard for his thoughts on the argument that low dispersion in Index stocks is making it harder for active investors to beat their benchmarks.

Stephen Lingard talks about why the return of volatility is heralded by active investors.

“If I was managing an ETF portfolio, I would probably have concerns about a changing regime – a lot of what has worked worked over the last few years has been because of high stock correlations, sector correlations, and even cross-country correlations,” says Lingard.

We exchange thoughts with Stephen Lingard on the very ‘managed’ economy, markets, prices, risk, and earnings of ‘The Great Monetary Experiment,’ that is nearly a decade old. What does the future hold as the central bankers turn down the volume?