EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets
I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at ...
Dec 6, 2024
46 min
I think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. You are in for a treat, so tune in for a fascinating ride.
Aug 5, 2024
47 min
I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a ...
May 2, 2024
51 min
Welcome to 2024! Feeling optimistic? The economy seems to be dieseling along, asset prices are high, and the Fed is likely to cut rates. What’s not to like? We kick off the year with a roadmap tour the opportunities and risks ahead for 2024 with Rob Almeida, Global Strategist for MFS Investments. Tune in and buckle up, let’s go for a ride.
Feb 1, 2024
52 min
Did you know that there are three types of non-investment grade (credit) bonds in the marketplace today? When investors think about credit bonds, they are usually referring to just high-yield bonds. Post the Great Financial Crisis (GFC) though, the non-investment grade bond market has changed and is no longer dominated by just high-yield bonds. Investors today also have the opportunity to invest in floating rate notes/leveraged loans, as well as private credit. ...
Oct 30, 2023
37 min
Many of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is steeped in experience and joins us to discuss how changes around the world can lead to winning investments, and to losers. Surprises often scare investors. However, when changes occur, this can often mean opportunities for some businesses, and losses for others...
Aug 28, 2023
42 min
For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics than when the Fed Funds Rate was 0%. Instead of low inflation, we have inflation higher for longer. We currently have an inverted yield curve, where short-term bonds offer higher yields than longer dated bonds. Further, we have whole segm...
Jul 27, 2023
54 min
In this episode we discuss managing resilient equity portfolios that can endure multiple market environments with Adam Sues of Yacktman Funds. For those of you who don’t know Yacktman, they have been a pillar of quality focused equity management for the past 30 years. Morningstar might classify Yacktman as a large cap value manager, but they are so much more than this arbitrary moniker. Want to know more about achieving more consistent equity returns? Tune in and let’s g...
Jun 20, 2023
59 min
For institutional investors, First Eagle has long been one of the most revered investment firms in the nation. Their mutual funds have been a pillar of strength in Frontier portfolios, providing consistent performance year after year, for decades, even during some of the most difficult of times. If you ask them how they have been able to achieve this track record, their response will likely be “scarcity” and “persistence”. What does that mean? Tune in for unprecedented access to the sec...
Feb 15, 2023
43 min
Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation and the Fed.
Jan 18, 2023
45 min
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