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Investment Management

Managed Accounts Update Videos

Latest Presentation

Multimedia - ING SMA Update March 2012: In the Spring, there is growth

Recorded: March 20, 2012

The economy is better. Many, including the Fed, think we have a long way to go.


Multimedia - ING SMA Update February 2012: Bond Market Update

Recorded: February 22, 2012

Fixed income is performing well in the new year and continues to attract new funds.


Multimedia - ING SMA Update January 2012: Statement on FOMC Action on 1/25/12

Recorded: January 26, 2012

The Fed left rates on hold and did not announce further quantitative easing, but the FOMC has extended the period over which rates are "likely" to be kept "exceptionally low" to at least late 2014. As this has been “mid-2013”, the Fed is now all-in on their forward rate commitment.


Multimedia - ING SMA Update December 2011: Everybody has a 2012 Outlook; this is the 2012 Look Out

Recorded: December 19, 2011

Bond managers are supposed to play defense in tough times and make sure clients make it through to better days.


Multimedia - ING SMA Update November 2011: Occupy Safe Investing

Recorded: November 17, 2011

The US economy is improving slowly, but investing is buffeted by global economics and policy uncertainties.


Multimedia - ING SMA Update October 2011: Our Uncertain Path

Recorded: October 17, 2011

Second half growth should be better but we’re still in the woods.


Multimedia - ING SMA Update September 2011: US looks for traction as Europe looks worse

Recorded: September 19, 2011

Policy responses are likely, but will they be effective?


Multimedia - ING SMA Update July 2011: Too much debt, yet too few safe bonds.

Recorded: July 19, 2011

Stay invested in safe income-producing vehicles.


Multimedia - ING Separately Managed Accounts: Talk of a Fed Exit Strategy is Replaced by “What Else Can They Do?”

Recorded: June 20, 2011

With weak job gains, cautious consumer spending and sliding housing prices, removal of Fed accommodation looks increasingly distant.


Multimedia - ING Separately Managed Accounts: Economic and Market Update – May 2011

Recorded: May 25, 2011

Economic growth has softened and so have forecasts for the rest of the year. What does this mean for bondholders?


Multimedia - ING Separately Managed Accounts: Fixed Income Update April 2011

Recorded: April 18, 2011

Can we listen to inflation hawks at the same time we see US GDP estimates dropping?


Multimedia - ING Separately Managed Accounts: Fixed Income Update March 2011

Recorded: March 16, 2011

“Investors are rocked by tragic events in Japan, as well as turmoil in the Middle-East and peripheral Europe. Coupled with slow US economic growth, the result is a well supported bond market.”


Multimedia - ING Separately Managed Accounts: Fixed Income Update 02/2011

Recorded: February 18, 2011

The economy struggles through an anemic recovery.


Multimedia - Bonds got clocked in early December. What drove that?

Recorded: December 22, 2010

As rates backed up what is really being challenged is the US’s place as a fiscally responsible country. Maybe we have a year or so to get our long run imbalances in order, or our debt starts to look more like a sovereign risk, rather than a flight to safety trade.


Multimedia - Is this QE2 or the Titanic?

Recorded: November 17, 2010

Since the announcement of round two of quantitative easing, which is designed to raise asset prices, bonds and stocks have moved lower, the opposite of Fed intentions. What is driving this?


Multimedia - Managed Accounts Fixed Income Update from Rick Kilbride

Recorded: October 15, 2010

Markets soar on anticipated Fed actions, but the route to economic recovery remains to be seen.