Getting Paid to Park – A Cross-Asset Allocation Update with Jason Bloom from Invesco

In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year’s rise in interest rates and why investors are being paid to park in fixed income and commodities.

The information, statements, comments, views, and opinions expressed or provided in this podcast are not necessarily those of 3D/L Capital Management, LLC (3D), and may not be current. 3D does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast. 3D does not endorse any products or securities mentioned.

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Defense Caught Offsides: 2023 Q3 Market Commentary Summary

By the end of the quarter, real interest rates sharply rose, pressuring interest-sensitive assets and foreign currencies

Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers

The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead should nominal interest rates see a peak over the next year. Listen in as we discuss the real estate outlook with Brian Cordes from Cohen & Steers, a specialty investment firm with a long history in real estate investing.

The information, statements, comments, views, and opinions expressed or provided in this podcast are not necessarily those of 3D/L Capital Management, LLC (3D), and may not be current. 3D does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast. 3D does not endorse any products or securities mentioned.

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Soft Landing in Sight: August 2023 Market Commentary Summary

Economic consensus has (grudgingly) accepted soft landing as the base case outcome and that the Fed has achieved its policy goals with no need for further rate hikes.

The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.

The information, statements, comments, views, and opinions expressed or provided in this podcast are not necessarily those of 3D/L Capital Management, LLC (3D), and may not be current. 3D does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast. 3D does not endorse any products or securities mentioned.

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Hike in July and Say Good-Bye: July 2023 Market Commentary Summary

Markets interpreted the aftermath of the July FOMC as the final rate hike for this cycle, cementing expectations that the Fed would start cutting rates as early as the 2nd quarter of 2024.

What If Nothing Breaks?

Does the Fed have enough fiscal gas left in the tank to let nature take its course, bringing down inflation without crashing the economy by curtailing excess demand through higher unemployment?

Pay Now, Grow Later: 2023 Q2 Market Commentary Summary

Outsized gains from a handful of stocks, namely mega-cap technology and consumer growth stocks, are driving the broader indices.

Out of Breadth: May 2023 Market Commentary Summary

Outsized gains from a handful of stocks, namely mega-cap technology and consumer growth stocks, are driving the broader indices.

Investing for the Future – A Conversation with Scott Helfstein, Global X ETFs

In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. We discuss the current macro environment as well as investment themes that have captured investor attention such as generative artificial intelligence and robotics.

The information, statements, comments, views, and opinions expressed or provided in this podcast are not necessarily those of 3D/L Capital Management, LLC (3D), and may not be current. 3D does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast. 3D does not endorse any products or securities mentioned.

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