Manju Boraiah, head of Systematic Fixed Income and Custom Separately Managed Accounts (SMAs) at Allspring, explains to Sean Burke, head of the Remi Specialist Group, and our listeners why he thinks tax management is much more than just tax-loss harvesting.
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
This episode features a conversation between Manju Boraiah, head of Systematic Fixed Income and Custom SMA (separately managed accounts) at Allspring, and Sean Burke, head of the Remi Specialist Group, on the topic of megatrends and, specifically, the megatrend of the massive generational wealth transfer over the next two decades.
Sean Burke, head of the Remi Specialist team at Allspring, speaks with Nick Venditti, senior portfolio manager and head of the Municipal Fixed Income team, and Kim Nakahara, senior research analyst and portfolio manager for the Municipal Fixed Income team, about why now is a great time for investors to consider municipals.