Kaynecast: Kayne Anderson Rudnicks Podcast Channel
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 32:19:51
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Sinopse
KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.
Episódios
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KAR Global Dividend Yield Strategy Prepared for Possible Recession (Episode #210: GDY Review of Q4 2022)
01/02/2023 Duração: 05minIn episode 210 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the fourth quarter of 2022.
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Economic Slowdown Impacts Q4 2022 Small Cap Investing, But Create Opportunities (Episode #209: ISC Review of Q4 2022)
01/02/2023 Duração: 08minIn episode 209 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the fourth quarter of 2022.
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Mid Cap Growth Opportunities to Increase in 2023 (Episode #208: MCG Review of Q4 2022)
01/02/2023 Duração: 10minIn episode 208 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the fourth quarter of 2022.
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Small Cap Equities Show Signs of Recovery (Episode #207: SCQV Review of Q4 2022)
27/01/2023 Duração: 09minIn episode 207 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the fourth quarter of 2022.
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Good News, Bad News – A Look Back at 4Q22 (Episode #206: Market Review of Q4 2022)
09/01/2023 Duração: 10minIn episode 206 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2022, and the firm's outlook for the rest of the year.
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Early Signs of Market Recovery Dashed by Inflationary Fears in Q3 2022 (Episode #205: Long Short Review of Q3 2022)
14/11/2022 Duração: 06minIn episode 205 of KayneCast, Chris Wright, Co-Portfolio Manager of Kayne Anderson Rudnick’s Long Short strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Long Short Portfolio in the third quarter of 2022.
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Poorly Performing Equity Markets May Provide Opportunity in Q3 2022 (Episode #204: ISC Review of Q3 2022)
09/11/2022 Duração: 07minIn episode 204 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the third quarter of 2022.
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Interest Rate Increases Impact Global Dividend Stocks in Q3 2022 (Episode #203: GDY Review of Q3 2022)
09/11/2022 Duração: 06minIn episode 203 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the third quarter of 2022.
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Mid Cap Index Takes Some Punches in Q3 2022 (Episode #202: MCC Review of Q3 2022)
03/11/2022 Duração: 07minIn episode 202 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the third quarter of 2022.
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Small Cap Core Investing Strategies for Weakened Economies (Episode #201: SCC Review of Q3 2022)
03/11/2022 Duração: 07minIn episode 201 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the third quarter of 2022.
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Weathering the Volatility of Mid Cap Growth Portfolios in Q3 2022 (Episode #200: MCG Review of Q3 2022)
03/11/2022 Duração: 08minIn episode 200 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the third quarter of 2022.
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Inflationary Pressures Dominate the Q3 Small Cap Quality Value Review (Episode #199: SCQV Review of Q3 2022)
03/11/2022 Duração: 10minIn episode 199 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the third quarter of 2022.
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Recession Fears Impact Small-Mid Cap Outlook for Q3 2022 (Episode #198: SMID Review of Q3 2022)
03/11/2022 Duração: 10minIn episode 198 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the third quarter of 2022.
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Hiking in a Bear Market (Episode #197: Market Review of Q3 2022)
10/10/2022 Duração: 10minIn episode 197 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2022, and the firm's outlook for the rest of the year.
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Geopolitical Pressure and Central Bank Tightening Impact Small Cap Investing (Episode #196: ISC Review of Q2 2022)
03/08/2022 Duração: 07minIn episode 196 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the second quarter of 2022.
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Slowing Economic Growth and Inflation Dominate Small Cap Quality Value Outlook (Episode #195: SCQV Review of Q2 2022)
03/08/2022 Duração: 10minIn episode 195 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the second quarter of 2022.
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A Flight to Quality? (Episode #194: Small-Mid Cap Core Review of Q2 2022)
03/08/2022 Duração: 10minIn episode 194 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the second quarter of 2022.
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Long-Short Investments Volatile in Expectation of Recession (Episode #193: Long Short Review of Q2 2022)
02/08/2022 Duração: 07minIn episode 193 of KayneCast, Chris Wright, Co-Portfolio Manager of Kayne Anderson Rudnick’s Long Short strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Long Short Portfolio in the second quarter of 2022.
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Inflationary Pressures Impact Mid Cap Growth Equity Outlook (Episode #192: MCG Review of Q2 2022)
02/08/2022 Duração: 11minIn episode 192 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the second quarter of 2022.
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Global Dividend Yield Portfolio Performs Well Despite Recession Fears (Episode #191: GDY Review of Q2 2022)
29/07/2022 Duração: 06minIn episode 191 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the second quarter of 2022.