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06:06
The ETF Show - Ways to Hedge Volatility
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.
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06:10
The ETF Show - Remain Part-Goldfish, Part-Elephant During the Longterm Journey of Diversification Elements
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.
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06:21
The ETF Show - Commodities & Core Inflation-Fighting Assets
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.
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06:00
The ETF Show - New Digital Infrastructure & Rising Rate ETFs
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.
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05:25
The ETF Show - Introducing the Top 3 Megatrends of 2022
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.
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07:09
The ETF Show - Crypto's Breakthrough Year
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.