Equitable Investment Management presents

Markets & investing podcasts

Markets & investing podcasts

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Emerging Markets with EARNEST Partners

In this episode, Paul Viera of EARNEST Partners shares his perspective on why emerging markets may deserve a closer look—from demographic trends and evolving technology to potential valuation opportunities. Paul and Ken discuss how Paul's and his team use a unique approach and long-term view help uncover potential in regions sometimes overlooked by mainstream investors. Transcript

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A Look into Alternatives

Dive into the world of alternative investments with insights from Ken Kozlowski, Xavier Poutas, and Kevin McCarthy of Equitable Investment Management. Discover how diverse assets like real estate, commodities, and private equity, alongside strategies such as managed futures and merger arbitrage, have the potential to enhance a portfolio's diversification and risk management. Transcript

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The small-cap investment landscape

Chief Investment Officer Ken Kozlowski and the Markets & Investing Podcast present a conversation about  the small-cap investment landscape. This month, guest host Jessica Baehr talks with Janice Musselwhite (GAMCO Investors) and Nancy Prial (Essex Investment Management) to examine the small-cap market outlook and the potential factors in play for 2025. Transcript

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Fixed income investing, featuring DoubleLine Capital

What is one important reminder for investors as we move through the next 12 to 18 months?" Listen to EIM's latest podcast to find out how Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine Capital, responds to Ken Kozlowski, Chief Investment Officer at EIM. Transcript.

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Large-cap growth equities, featuring Avantis® Investors

What do a bumpy plane ride, winter overcoats, and the magnificent-7 have in common? Listen to our latest podcast to find out how industry veteran Eduardo Repetto of Avantis® Investors navigates the world of U.S. large-cap growth stocks. Transcript

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Large-cap growth markets, with J.P. Morgan Asset Management

Giri Devulapally, CFA and portfolio manager from J.P. Morgan Asset Management discusses large-cap growth markets with Ken Kozlowski. Giri is a new portfolio manager in the lineup but brings decades of experience, impressive academic credentials and a unique approach in what can be a very crowded space of the market. Transcript

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The investment strategies discussed here include mutual funds, variable annuity, variable life insurance products and model portfolios, which entail certain risks. This website does not make an offer or solicitation to buy or sell any securities or services. Equitable Investment Management does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.

The investment strategies are subject to the volatility of the financial markets, including that of the underlying investment options’ asset class (with respect to certain strategies that employ an asset allocation model). Diversification may not protect against market risk, loss of principal or volatility of returns. An investment may be risky and may not be suitable for an investors’ goals, objectives and risk tolerance. Investment returns and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Mutual funds are subject to the risk that the securities markets will move down, sometimes rapidly and unpredictably, based on overall economic conditions and other factors, which may negatively affect the fund’s performance. Equity securities held in a mutual fund involve the risk that the value of the securities may fluctuate, sometimes widely fluctuate, in response to changes in a company’s financial condition as well as general market, economic and political conditions and other factors. Investing in foreign securities involves specific additional risks, including but not limited to currency risk, political risk, and risk associated with varying accounting standards; investing in emerging markets may accentuate these risks. A mutual fund’s fixed-income investments are subject to fluctuations in price due to issuer and credit quality, rising interest rates and inflation.

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GE-6199836.1 (01/2024) (Exp. 01/2026)