You can see more when you’re on the leading edge
In our more than 20 years developing risk-managed, downside-first investment strategies, Frontier Asset Management has also developed our own way of viewing and evaluating the world around us. We share our knowledge and perspectives to help you make informed, well-rounded decisions for your clients and for your business.
Market Commentary | May 18
For the time being, attention has turned from the Fed, and all eyes are on the President and Congress, as the game of chicken regarding the debt ceiling takes us perilously close to the unthinkable. And with the headline inflation print coming in at 4.9%, below March’s 5.0% number and slightly below expectations, it does […]
EP 21 Inside First Eagle Mutual Funds
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 secrets of First Eagle’s success.
EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?
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.
EP 19: What is the next phase of this market cycle? (Guest: Brad Neuman, Alger)
So here we are, 9 months into a market decline. What now? In this interview we discuss what is likely to happen to the economy and earnings, what is next for capital markets, and where is the opportunity.
Who doesn’t want to know that? I don’t know anyone that can deconstruct it better than Brad Neuman.
EP 18: Rezo Kanovich – Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy
Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing.
We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing. After listening to this, you might be left pondering, who would index this space?
Buckle up, ear bud up, or grab the dog and go for a walk. What a rare treat this interview is.
EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse
Stocks down, bonds down, managed futures up! What are managed futures, how do they work, and why are they performing so well in this “everything down” environment? To answer these questions, we go right to the source – Yung-Shin Kung, Head of Quantitative Strategies, & Portfolio Manager of the Credit Suisse Managed Futures fund. Tune in and listen up, this is something totally different!
EP 16: Have you ever wondered how much gold can fit into a swimming pool?
In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold?
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Past performance is no guarantee of future returns. Performance discussed represents total returns that include income, realized and unrealized gains and losses, but gross of advisory fees. Nothing presented herein is or is intended to constitute investment advice or recommendations to buy or sell any types of securities and no investment decision should be made based solely on information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for an s investor’s financial situation or risk tolerance. Diversification and asset allocation do not ensure a profit or protect against a loss. All performance results should be considered in light of the market and economic conditions that prevailed at the time those results were generated. Before investing, consider investment objectives, risks, fees and expenses. Frontier may modify its process, opinions and assumptions at any time without notice as data is analyzed.
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