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Insight is Capital™ Podcast

Jan 31, 2018

In this podcast, we chatted at length with Stephen Lingard, SVP, and Portfolio Manager, Franklin Templeton Managed Solutions, about his Multi-Asset outlook for 2018.

Steven Lingard shares his candid views about what this year and forward holds in store for investors, and how to prepare in advance for the change in...


Jan 29, 2018

In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year and beyond.

Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin...


Jan 29, 2018

We asked Stephen Lingard for his thoughts on the argument that low dispersion in Index stocks is making it harder for active investors to beat their benchmarks.

Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and...


Jan 29, 2018

Stephen Lingard talks about why the return of volatility is heralded by active investors.

"If I was managing an ETF portfolio, I would probably have concerns about a changing regime – a lot of what has worked worked over the last few years has been because of high stock correlations, sector correlations, and even...


Jan 29, 2018

We exchange thoughts with Stephen Lingard on the very 'managed' economy, markets, prices, risk, and earnings of 'The Great Monetary Experiment,' that is nearly a decade old. What does the future hold as the central bankers turn down the volume?

Stephen Lingard is senior multi-asset fund professional directly responsible...