Access to Alpha

John Gomez , President and Co-founder of Brentview Investment Management , joins the latest Access to Alpha Podcast to discuss the similarities between 2025 and early 2026 markets and why stock selection, particularly in AI-related companies, is becoming increasingly important.

As fixed income investors reassess their portfolio allocations, Erin Spalsbury , Head of Investment Grade at Insight Investment highlights her expectations both near-term and into 2027: Volatility likely to remain elevated given the number of macro uncertainties  Federal Reserve expected to remain on hold near term, with potential cuts later in the year or into 2027 dependent upon the impact and d...

Ian Venzon, AVP at Pence Capital Management explores the economic implications of recent developments in Iran and offers his expectations for the U.S. markets.   Escalating geopolitical tensions involving Iran have contributed to upward pressure on global oil prices. Despite this, the US economy has become less sensitive to oil shocks over time. Consumer spending on gasoline has steadily declined,...

With markets reacting to the onset of the Iran war, we invited Gene Peroni of Peroni Portfolio Advisors to the Access to Alpha podcast series where he put today’s volatility in perspective and offered his thoughts on what may lie ahead. 3 Key Takeaways: Investors ought to focus on longer-term trends, as opposed to often short-lived, event-triggered corrections. Since October 2025, many traditional...

We invite you to listen to Erin Spalsbury, Head of Investment Grade at Insight Investment, as she shares her expectations for 2026 and select areas worth watching. In short, Insight is focused on managing risk while seeking consistent income and long-term value. 

In this episode, Erin Spalsbury, Head of Investment Grade at Insight Investment provided a brief overview of the fixed income markets and detailed areas of potential opportunity.  

On this episode, Jack White, Senior Portfolio Manager and Partner at Todd Asset Management provides some macro market thoughts on why international and value investing makes sense today. 

John Gomez, President, Brentview Investment Management recaps the shifting dividend landscape and where he sees opportunity in today’s markets.