Episode 22: 2021 Capital Markets Forecast Who Will Be Left Standing: The Outlook for Real Estate

Tony Roth |
Capital Considerations with Tony Roth

The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result.How has COVID-induced working from home changed commercial real estate? Tony talks with Kelly Rush, CIO of Principal Real Estate Securities, on the future of real estate.Kelly Rush, CIO of Principal Real Estate SecuritiesPlease listen to important disclosures at the end of the podcast.

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Episode 18: Out of (Small) Business?

Tony Roth |
Capital Considerations with Tony Roth

September 21, 2020—Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping.

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Episode 17: Are Value Stocks Dead?

Tony Roth and Matthew Glaser |
Capital Considerations with Tony Roth

August 26, 2020—Is the declaration of death of value stocks premature? After a decade or so of weakness relative to growth, value’s heartbeat is suddenly quickening. Hear our Head of Equity and Nontraditional Investments Matt Glaser and our Chief Investment Officer Tony Roth tackle the age-old value/growth debate and discuss what trends we can expect to unfold for equities overall.Please listen to important disclosures at the end of the podcast.Don’t let important insights pass you by.

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