Dan Fuss: It's Too Early to Relax

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 8 April 2020

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

A veteran bond manager compares the current economic and market crisis to previous ones and reflects on the attractiveness of various asset classes at this juncture.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview. I'm Jeff Battak, Global Director of Manager Research for Morningstar Research
0:37.6	Services. And I'm Christine Ben's, Director of Personal Finance for Morningstar, Inc. Our guest this week is Dan Fuss.
0:44.6	Dan is vice chairman of the Lumis Sales Board of Directors and is the longtime manager of the firm's
0:50.4	flagship Lumus Sales Bond Fund, as well as a number of other strategies. Dan is one of the
0:55.9	most experienced bond managers in the industry today. He recently entered his seventh decade in
1:01.5	the investment business. He's also one of the most accomplished bond managers around,
1:05.9	racking up an excellent long-term record over his career. In recognition of this, we named Dan the outstanding
1:12.1	portfolio manager at last year's Morning Star Awards for Investing Excellence. Dan has twice served
1:18.3	as president of the CFA Institute's Boston Chapter. He earned a bachelor's and MBA from Marquette
1:24.3	University and served in the United States Navy from 1955 to 1958.
1:30.5	We thank Dan for his service and are pleased to have him as our guest.
1:35.0	Dan, welcome to the Longview.
1:37.0	Thank you.
1:37.7	Good to be here.
1:39.2	So let's start on a somewhat mundane note, your work setting.
1:44.0	We're curious where you're doing your work,
	...

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