The ETF Show - What's Driving Inflows & Preferred Securities 00:05:12 Philippe Bodereau, Portfolio Manager & Head of Credit Research Europe for PIMCO discusses the advantages of preferred securities and PIMCO’s ETF (PRFD). Douglas Yones, Head of Exchange Traded Products at The New York Stock Exchange discusses ETF trends to look out for in 2023 and the advantages of bringing ETF trading back to the most famous trading floor in the world. Create new playlist Create new playlist The ETF Show - 2023 ETF Outlook & Precious Metals 00:05:15 James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition. Create new playlist Create new playlist The ETF Show - ESG & Innovation 00:05:15 Chad Miller, CFA®, Senior Portfolio Manager at Thrivent Asset Management discusses small-mid cap ESG ETFs. Michael Oh, CFA®, Portfolio Manager at Matthews Asia, also weighs in on structural trends and innovations in Asia. Create new playlist Create new playlist The ETF Show - Actively Managed Fixed Income Opportunities 00:04:56 Tim Coyne, Global Head of Exchange Traded Funds at T. Rowe Price, and Bill Sokol, VP, Director of Product Management at VanEck, take a closer look at the use case for CLOs and high-yield bonds. Create new playlist Create new playlist The ETF Show - Strategies for Hedging Inflation 00:07:18 Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation. Create new playlist Create new playlist The ETF Show - $290 Billion Flows into U.S. ETFs in 1H of 2022 00:06:37 D.J. Tierney of Schwab Asset Management breaks down the strong flows into ETFs in the first half, sectors to watch, and expectations for the rest of the year. And as inflation remains historically high, Jeff Spiegel of BlackRock shares his outlook for agriculture and why infrastructure has been a bright spot in the market. Create new playlist Create new playlist The ETF Show - Ways to Hedge Volatility 00:06:06 2022 has been very volatile so far with the war in Ukraine, rising interest rates, and elevated inflation. Jason Chen, Senior Research Analyst at DWS Group, discusses how some investors are using currency hedging to reduce volatility. Growth has underperformed in the rising rate environment, but Alger Portfolio Manager Amy Y. Zhang remains bullish on the mid-cap growth space. Create new playlist Create new playlist The ETF Show - Remain Part-Goldfish, Part-Elephant During the Longterm Journey of Diversification Elements 00:06:10 Columbia Threadneedle Investments just launched its first semi-transparent ETF focused on a growing part of the technology industry. Head of Strategic Beta Marc Zeitoun, CFA explains the bull case for semiconductors and the many ways we use them in our day-to-day lives. State Street Global Advisors Head of SPDR Americas Research Matthew Bartolini, CFA also weighs in on why investors should still consider bonds despite their poor start to the year alongside equities. Create new playlist Create new playlist The ETF Show - Commodities & Core Inflation-Fighting Assets 00:06:21 Inflation has reached the highest levels in four decades, and it could be here to stay, says VanEck Portfolio Manager and Head of Quantitative Investment Solutions David Schassler. He gives an overview of inflation-fighting assets, such as commodities and REITs, and the strategy behind the VanEck Inflation Allocation ETF, RAAX. Franklin Templeton Fixed Income Senior Vice President Ben Barber, CFA® also joins the show to share his outlook for the $4 trillion municipal bond market. Create new playlist Create new playlist The ETF Show - New Digital Infrastructure & Rising Rate ETFs 00:06:00 Byte Index Founder Chas Cocke discusses the launch of BYTE and the many applications of digital infrastructure, which he says is kind of like real estate coupled with digital growth. FolioBeyond Global Head of Distribution George Lucaci also talks about a new ETF, RISR, that was built for the rising rate environment. Create new playlist Create new playlist The ETF Show - Introducing the Top 3 Megatrends of 2022 00:05:25 BlackRock has identified the top three themes to watch in 2022. US Head of BlackRock Megatrend, International and Sector ETFs Jeff Spiegel walks through ways that investors can gain exposure to the cloud, automation and what he calls the next major medical breakthrough. MSCI’s Mark Carver, Managing Director, Global Head of Equity Factor Products and Equity Portfolio Management, also discusses market behavior, the rotation out of growth into value, and the four most common questions he is hearing from clients right now. Create new playlist Create new playlist The ETF Show - Crypto's Breakthrough Year 00:07:09 Amplify ETFs CEO Christian Magoon shares why he is bullish on blockchain, batteries, and cannabis heading into 2022. Bitwise Asset Management CIO Matthew Hougan also shares his expectations for cryptocurrencies in 2022, and ways to access the space. Create new playlist Create new playlist The ETF Show - Tipping Point for Active Fixed Income 00:06:03 American Century Investments Head of ETFs Ed Rosenberg reflects on the rise of active ETFs, fixed income allocations, value vs. growth, and why he says potential tax changes have sparked inflows into ETFs. PIMCO EVP and Product Strategist Avi Sharon also reflects on how the ETF space has evolved since PIMCO launched its first active fixed income ETFs back in 2009. Create new playlist Create new playlist The ETF Show - The Small but Growing Slice of the Fixed Income Universe 00:06:00 T. Rowe Price Head of ETFs Tim Coyne shares how he sees the market developing and points to one area where he expects to see a lot more growth. VanEck Product Manager, ETFs Bill Sokol also discusses the launch of another fixed income ETF and lists some of the environmentally friendly projects that green bonds are financing. Create new playlist Create new playlist The ETF Show - Flows Crush Calendar Record 00:06:19 Fund flows have already cruised to a new calendar year records and we still have 3 months to go in 2021. Matthew Bartolini of SSGA shares two areas where he is eying opportunities and Marc Zeitoun of Columbia Threadneedle Investments explains how investor appetite for the short end of the curve led to the launch of a new smart beta bond fund. Create new playlist Create new playlist The ETF Show - Goldman Sachs Makes $750 Billion Pledge to the Environment 00:05:10 Two new active ETFs dedicated to the environment just launched. John Creswell of Virtus Duff & Phelps and Cole Feinberg of Goldman Sachs share more about how they are investing in the future of the planet. Create new playlist Create new playlist The ETF Show - Expect More Products & Managers Getting in the Game 00:05:29 T. Rowe Price Head of ETFs Tim Coyne reflects on the rise of active ETFs and how the market has evolved since his firm launched its first ETF. Chris Hempstead of IndexIQ also discusses the growth of ESG and what's new with ESG ETFs. Create new playlist Create new playlist The ETF Show - Investing in Water & the Modern Economy 00:05:51 Portfolio Manager Austin Graff shares the strategy behind the TrueShares Low Vol Equity Income strategy. Evan Lang of TortoiseEcofin describes what is driving the growth in water investments and how align with ESG goals. Create new playlist Create new playlist Load More
