videos

Portfolio Manager Q&A - Joe Maginot

Joe Maginot, Large Cap Portfolio Manager, discusses how companies are navigating tariffs, his team’s strategy for assessing macro risks, and where they see investment opportunities amid market selloffs.

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Mike Sanders Joins the Schwab Network to Discuss his Bond Market Outlook

In his interview with the Schwab Network, Mike Sanders, Head of Fixed Income, shares his bond market outlook, including the impact of tariffs, recession concerns, the Fed’s approach to rate cuts and what he’s watching ahead of the March jobs report.

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Portfolio Manager Q&A - Bill Ford

Reinhart Fixed Income Portfolio Manager Bill Ford discusses rate volatility, tight credit spreads, sector positioning, and why fixed income remains a key component in portfolios.

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Portfolio Manager Q&A - Andy Romanowich

Mid Cap Portfolio Manager Andy Romanowich discusses mid caps' role in a portfolio, valuations, artificial intelligence, and where the team is finding opportunities for 2025.

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2025 Fixed Income Outlook

Head of Madison Fixed Income, Mike Sanders, shares what he is expecting from fixed income markets in the new year.

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Portfolio Manager Q&A - Patrick Ryan

Portfolio Manager Patrick Ryan discusses the potential impact of tariffs, where U.S. stocks might be headed, and opportunities within the fixed income market in this month's Conversation with a Portfolio Manager. 

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Portfolio Manager Q&A - Drew Justman

Dividend paying stocks are beginning to show signs of a rebound, with many up double digits in the third quarter. Portfolio Manager Drew Justman explains why dividend-paying stocks could be poised for a comeback.

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Mike Sanders Joins the Schwab Network to Discuss Key Factors in Rate Decisions

In his interview with the Schwab Network, Mike Sanders, Head of Fixed Income, explains the disconnect between market pricing and Fed expectations, and what it could mean for investors.

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