PODCAST · business
The Logan Update
by Logan Capital Management, Inc.
Updates from our portfolio team on the markets, asset allocation and the economy.
Episodes
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The Growth Outlook October 2021
Stephen Lee reviews the opportunities in Growth for the remainder of the year
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Dividend Performers - Quarterly Review October 2021
Chris O'Keefe reviews the third quarter of 2021
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Logan's value team looks outside the US
A review of the quarter and our outlook for Logan's International Value portfolio.
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Logan Growth Review
Stephen Lee's quarterly update on our Growth portfolios.
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Logan's Core Rebalance - What drove returns and what is next?
Stephen Lee & Bill Fitzpatrick discuss the recent rebalance in our Core strategy
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A look outside the US with Bill Fitzpartick
Dan & Bill discuss the opportunities our international value team are seeing outside the US
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Increasing opportunities for Dividend Growth
Chris O'Keefe and Dan Beckworth check in on the improving outlook for the Dividend Performers portfolio.
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Checking in on the opportunity in Value - One month later
We get an update on the opportunity in Value given the recent move in the style.
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Looking for income in Value - opportunity in 2021?
Bill Fitzpatrick shares his outlook on our Value portfolios.
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Value? Growth? Technology Wins!
A round table with our Growth and Dividend Performers team on the opportunities in technology.
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Logan Growth Review and Outlook 3Q 2020
Another quarter of positive returns - where do we go from here?
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Dividends Performers Quarterly Interview - 3Q 2020
So far so good for the recovery - so where do we go from here?
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We look at the increasingly bumpy recovery and the health of the consumer
Sarah Henry and Stephen offer a Logan Update
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How likely are we to test the March lows for the Equity markts?
A technical take with Al Besse
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How does value look now?
Dan Beckworth and Bill Fitzpatrick discuss the opportunities in our Value strategies.
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Where do we go from here?
Chris O'Keefe, Sara Henry, and Stephen Lee review our outlook for the markets. Where is there opportunity>?
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Logan Update - Checking in on the banks
We have a conversation with Bill Fitzpatrick from our value team on the security of dividends paid by the banks.
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Logan Update June 10, 2020
We discuss the disconnect between the equity market performance and the headlines.
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Technology - The new utility?
We follow up on our discussion about how the nature of technology has changed over the past few years.
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Dividend Performers Quarterly Review - 1Q 2020
We talk with the management team of Logan's Dividend Performers strategy to review the quarter and the team's outlook.
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How secure are the Dividends?
An interview with two members of our investment teams that focus on cash flow and dividends as a part of their investment process. Chris O'Keefe represents our Dividend Performers team and Bill Fitzpatrick works with our Concentrated Value and International Dividend strategies.
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Logan Update March 3, 2020
Logan's Growth, Value, International and Dividend Performers teams review the market and the path forward during volitility.
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January 2019 Review with the Dividend Performers Team
We discuss the portfolio's performance in 2019 and the outlook for 2020.
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An interview with the Value Team
Stephen Lee and Bill Fitzpatrick review Logan's domestic and international value portfolios and the Value Team's outlook for the remainder of the year.
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Technology - Offering growth and the new utility?
We discuss the role the technology sector is playing in our growth and value strategies.
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Introducing Bill Fitzpatrick
We welcome the newest member of the value team.
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Logan Update Aug 23, 2019 - An interesting end to an interesting week
Quick update on the markets and our Growth outlook.
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July 2019 - Working with insurance companies
Stephen Lee & David Kafes review how Logan's team worth with mutual insurance companies to align their portfolio with the business goals.
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The Bull Market at 10 years.
Chris O’Keefe and Stephen Lee discuss the impact of the long bull run and what it means going forward.
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Logan Update June 27, 2019 - David Kafes and Stephen Lee @ NAMIC Management 2019
We discuss the current markets and how we are investing proceeds from equity re-balances in to the fixed income side of the portfolio.
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Frequently Asked Questions
How many episodes does The Logan Update have?
The Logan Update currently has 30 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Logan Update about?
Updates from our portfolio team on the markets, asset allocation and the economy.
How often does The Logan Update release new episodes?
The Logan Update has 30 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Logan Update?
You can listen to The Logan Update on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Logan Update?
The Logan Update is created and hosted by Logan Capital Management, Inc..
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