Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers

EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida

July 08, 2021 Season 1 Episode 7
Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers
EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida
Show Notes

While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist!  Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdness that is occurring at the macro level. And, as you know, everyone wants to talk macro, we just don’t want to admit it. There is also some great insight at the end of this episode where we have an “aha!” moment about socially responsible investing.