5 steps to successful dividend investing
In this video, our experts share what they’ve learned over decades of dividend investing. Senior portfolio managers Scott Davis, Mike Barclay and Pete Santoro explain the importance of total return, high-quality companies, diversification, thorough research and teamwork.
MASTERCLASS: ESG Investing - August 2019
ESG investing has evolved over the past decades with institutional and retail investors contributing to the growth in ESG assets under management. With an increase of flows into active management going into ESG funds and millennials boosting demand for different investment choices, it's not just ethic and values that are driving the growth. Investors are incorporating ESG factors and traditional financial analysis into the investment process. In this panel discussion, 3 experts discuss regional and generational trends in ESG investing and highlight some of the common misperceptions surrounding ESG solutions within multi-asset class portfolios: Guillaume Mascotto Vice President, Head of ESG and Investment Stewardship at American Century Investments Joshua Kendall, Senior ESG Analyst at Insight Investment Max Messervy, Responsible Investment Consultant at Mercer
The ETF Show - Disruptive Innovation
The record bull market created unprecedented wealth but exposure to unconventional strategies may be helpful in the late stage of the macro cycle. Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, discusses the outlook for the industry and presents his vision of how the NYSE will offer the DMM model for ETFs. ARK Invest's Client Portfolio Manager, Renato Leggi highlights long-term growth created by disruptive innovation.
NYSE to Add 'Human Market Makers' to ETFs
The NYSE plans to boost the 'human' element in the ETF listing process. Douglas M. Yones, Head of Exchange Traded Products at the New York Stock Exchange offers insights into the latest ETF Quarterly Report.
Stocks Pull Back on Trade Jitters
U.S. equity markets extended losses on trade tensions and the aftermath of the July Federal Reserve meeting. Trump announced that the U.S. would impose 10% tariffs on $300 billion of imported Chinese goods.
The ETF industry continues to expand at an accelerated pace. U.S.-listed ETFs saw a surge of inflows as U.S. equity indexes advanced to new record highs. The key industry trends and potential opportunities are highlighted at the midpoint of the year. In this panel discussion, 4 experts discuss the outlook for the ETF market and offer insight into the different types of exchange-traded funds: Ed Rosenberg | Senior Vice President, Head of ETFs, American Century Investments Dodd Kittsley, CFA | Director, Davis Advisors Richard Koerner | ETF Sales Manager, Fidelity Investments Mark Hackett, CFA, CMT | Chief of Investment Research, Nationwide
Ivy's Midyear Outlook: Rates, Risks and Rallies
U.S. and China trade friction has been the focal point for the markets in 2019. Will the two sides come to sides find common ground or will tensions heat up again? Our panelists discussed this and other risks facing the markets for the rest of the year. Global Midyear Outlook - 2019 Trade in the balance
Asset Allocation Strategy
Chris Dillon of T. Rowe Price shares his strategies for investing in stocks and bonds in a global balanced portfolio.
Lance Humphrey of Victory Solutions shares ways to weight portfolios to mitigate risk.
MASTERCLASS: Factor Investing
Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. Factors can enhance diversification and reduce volatility but there are a plethora of factor-based products that have flooded the market. An effective factor-based portfolio can be constructed with a better understanding on how to use factors and by customizing implementation strategies for targeted outcomes. In this panel discussion, 3 experts take a closer look at factors and explore how they can capture return and reduce risk: Darby Nielson, CFA®, Managing Director of Quantitative Research, Equity and High Income, Fidelity Investments Raina Oberoi, Executive Director, Head of Equity Solutions Research for Americas, MSCI Lance Humphrey, CFA®, Portfolio Manager, Victory Solutions
The Case for a Flexible Approach to Investing
Investing across the capital spectrum provides interesting opportunities, says senior portfolio manager David King. A flexible strategy can pursue an outcome rather than just looking for stocks or looking for bonds.
Exposure to Tech Innovation Beneficiaries
ETFs have expanded exponentially in the past decade but the only constant across markets is change. Goldman Sachs Motif ETFs provide exposure to the themes that GSAM views as driving transformational changes to the global economy: Data-Driven World, Finance Reimagined, Human Evolution, Manufacturing Revolution and New Age Consumer. Stephen Sachs, Managing Director at Goldman, Sachs & Co. highlights the importance of exposure to the beneficiaries of technological innovation.