Kaynecast: Kayne Anderson Rudnicks Podcast Channel
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 32:19:51
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Sinopse
KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.
Episódios
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Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)
23/04/2025 Duração: 10minIn episode 280 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the first quarter of 2025.
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A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)
16/04/2025 Duração: 24minIn episode 279 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2025, and the firm's outlook for the rest of the year.
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Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024)
10/02/2025 Duração: 08minIn episode 278 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the fourth quarter of 2024.
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Tempered Optimism (Episode #277: MCC Review of Q4 2024)
08/02/2025 Duração: 08minIn episode 277 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the fourth quarter of 2024.
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A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024)
07/02/2025 Duração: 14minIn episode 276 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2024, and the firm's outlook for the rest of the year.
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Turning on a Dime, or Rather Two Quarter-Points (Episode #274: GDY Review of Q4 2024)
04/02/2025 Duração: 08minIn episode 274 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the fourth quarter of 2024.
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A Varied Landscape (Episode #273: SMID Review of Q4 2024)
31/01/2025 Duração: 10minIn episode 273 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the fourth quarter of 2024.
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Are We Paying Too Much? (Episode #272: SCQV Review of Q4 2024)
30/01/2025 Duração: 11minIn episode 272 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the fourth quarter of 2024.
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Will Animal Spirits Drive the Market? (Episode #271: MCG Review of Q4 2024)
29/01/2025 Duração: 12minIn episode 271 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the fourth quarter of 2024.
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What Will Be the New Normal for Interest Rates? (Episode #270: GDY Review of Q3 2024)
04/11/2024 Duração: 09minIn episode 270 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the third quarter of 2024.
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The Other Side of the Same Coin (Episode #269: ISC Review of Q3 2024)
29/10/2024 Duração: 11minIn episode 269 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the third quarter of 2024.
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Are We Hitting an Inflection Point in Growth Trajectories? (Episode #268: MCG Review of Q3 2024)
28/10/2024 Duração: 11minIn episode 268 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the third quarter of 2024.
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A Change in Direction (Episode #267: SMID Review of Q3 2024)
25/10/2024 Duração: 11minIn episode 267 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the third quarter of 2024.
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This Quarter Was Different (Episode #266: SCQV Review of Q3 2024)
24/10/2024 Duração: 12minIn episode 266 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the third quarter of 2024.
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Small Cap Unswing (Episode #265: SCC Review of Q3 2024)
23/10/2024 Duração: 09minIn episode 265 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the third quarter of 2024.
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The Bigger Picture (Episode #264: MCC Review of Q3 2024)
22/10/2024 Duração: 09minIn episode 264 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the third quarter of 2024.
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A Balancing Act (Episode #263: Market Review of Q3 2024)
16/10/2024 Duração: 19minIn episode 263 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2024, and the firm's outlook for the rest of the year.
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Divergence of Returns (Episode #262: ISC Review of Q2 2024)
26/07/2024 Duração: 10minIn episode 262 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the second quarter of 2024.
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Big Players Thrive (Episode #261: GDY Review of Q2 2024)
25/07/2024 Duração: 07minIn episode 261 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the second quarter of 2024.
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Investors Flocked to Companies with Robust Growth Outlook (Episode #260: SMID Review of Q2 2024)
24/07/2024 Duração: 10minIn episode 260 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the second quarter of 2024.