INTV

Phillips-Gaines: Building bridges out of poverty

September 26, 2014 | Runtime: 2:17

People in poverty aren’t needy or deficient, they are survivors, according to Lynn Phillips-Gaines. The 2014 Volunteer of the Year says that she wants to launch more programs in Mississippi to help people help themselves.

Darst and Royce's Kaplan: What high-altitude markets mean for portfolio selection

September 26, 2014 | Runtime: 5:09

Independent investment consultant David Darst and Royce Funds portfolio manager Jay Kaplan weigh in on how market valuations are affecting their investment decisions now.

Why ETF managed portfolios are rapidly gaining in popularity

September 23, 2014 | Runtime: 5:17

Scott Burns, Morningstar Inc.'s global director of fund research, explains what's behind the growth in actively managed ETF portfolios, and explains how advisers might utilize these investments.

YieldShares' Magoon: Advisers need to look outside the traditional bond box

September 22, 2014 | Runtime: 2:06

Bond-oriented ETFs can replace income from traditional bonds and provide the consistency advisers are seeking, according to Christian Magoon, founder and CEO of YieldShares.

Morningstar's Davidson: The active vs. passive misnomer

September 22, 2014 | Runtime: 3:34

Contrary to the adversarial nature of the active versus passive debate, there is room for both in a portfolio, according to Lee Davidson, senior quantitative analyst at Morningstar Inc.

Pimco's Schneider: Don’t shy away from fixed income because of looming rate hikes

September 19, 2014 | Runtime: 2:05

Jerome Schneider, a managing director at Pacific Investment Management Co. and head of its short-term funding desk, says fixed income remains an essential way to mute volatility even if the Federal Reserve goes ahead with raising interest rates.

Russell’s O’Keeffe: Drilling down on the inflows to U.S. equity ETFs

September 19, 2014 | Runtime: 1:32

With 2014 on track to be a record year for ETF inflows, Ken O’Keeffe, managing director of indexes at Russell Investments, looks at how ETF flows have changed in the last year, particularly the shift in U.S. equity ETFs.

Morningstar's Johnson: Why the term 'smart beta' needs to be kicked to the curb

September 18, 2014 | Runtime: 3:29

Using the term 'smart' to describe strategic beta funds sets a level of expectation that they may not be able to meet all the time, according to Ben Johnson, director of passive funds research at Morningstar Inc.

BlackRock's Koesterich: Now is the time to rethink your bond holdings

September 17, 2014 | Runtime: 3:04

Russ Koesterich, BlackRock’s chief investment strategist, lays out the big themes advisers should focus on when evaluating their clients’ bond portfolios.

Eaton Vance's Gaffney: Why bonds have become riskier

September 17, 2014 | Runtime: 5:40

Investors reaching for yield have turned to investment grade and high-yield bonds, but the rate risk those investments involve could lead to a loss of principal, according to Kathleen Gaffney, portfolio manager at Eaton Vance Bond Fund.

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