Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
Release Date: 05/16/2023
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock
Advisor Success Series
In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower interest rate environment, a renewed focus on improving U.S. physical infrastructure for transportation and manufacturing, and the buildout of artificial intelligence capabilities. We’ll also cover essential factors to consider when incorporating thematic exposure into your portfolio.
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Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant
Advisor Success Series
In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in systematically-managed portfolios using a quantitative approach. We discuss the current environment where U.S. large caps have handily outperformed small caps over the last decade and why the environment is shaping up to favor small caps over large caps. We also discuss why one should be more selective with respect to fundamental characteristics when building a small cap portfolio.
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Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS
Advisor Success Series
In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers spanning state and local municipalities to public use facilities such as mass transit, airports, and toll roads. We also discuss the interest rate environment in light of Federal Reserve policy and the upcoming federal elections.
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Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds
Advisor Success Series
In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatility traders to navigate around both the spike in market volatility as well as its quick reversion back to low levels. What happened in August is but another reminder of the challenges for do-it-yourself traders trying to positioning themselves to...
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Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management
Advisor Success Series
In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, he does highlight some potential pockets of turbulence and why investors should incorporate some tactical strategies to navigate through this turbulence.
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A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors
Advisor Success Series
In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to navigate between slowing growth and elevated inflation. Astoria studies economic and business cycles and emphasizes diversification across asset classes and investment styles but favors higher quality segments of the market as long as interest rates...
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Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
Advisor Success Series
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology but in other economic segments across industrials and consumer discretionary.
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Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors
Advisor Success Series
In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector positioning.
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The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
Advisor Success Series
In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.
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Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management
Advisor Success Series
As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especially around fiscal and monetary uncertainties heading into this year's U.S. election.
info_outlineIn this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. We discuss the current macro environment as well as investment themes that have captured investor attention such as generative artificial intelligence and robotics.