Deconstructing Alpha
Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.
Deconstructing Alpha
EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida
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Season 1
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Episode 7
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.