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
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
Fidelity Model Portfolios
Matt Goulet, SVP of Model Portfolios, discusses the blend of active and passive management within Fidelity’s Model Portfolios.
AdvisorHub News of the Week - 5/11/2019
Industry veteran registers with LPL Financial, Merrill Lifer signs up with RBC, and 401(k) accounts at Fidelity grow sixfold in decade. To learn more about these stories visit www.AdvisorHub.com for the full length reports from Mason Braswell, Jed Horowitz and the AdvisorHub team.
Putting Factors to Work
Bobby Barnes, Quantitative Analyst at Fidelity Investments discusses Fidelity’s history of using factors as part of its investing strategy, the merits of a factor-based approach to portfolio construction, and how factors can be combined to target specific outcomes.
MASTERCLASS: 2019 Outlook
2018 started out just great for companies and the investors that put money into them with the U.S. Corporate Tax Rate slashed to twenty percent. But these last few months of 2018 have been bogged down by worries on trade, rates, the economy that's led to anemic returns. Three experts in bonds, stocks and economics join together to discuss what’s in store for next year, what should they expect, and where should they be putting their money for 2019. Owen Fitzpatrick - Managing Director, Lead Portfolio Manager of Aristotle Atlantic Partners Jacob Weinstein, CFA - Research Analyst, Asset Allocation Research of Fidelity Investments Megan E. Greene - Global Chief Economist at Manulife Asset Management Francis Gannon - Co-Chief Investment Officer, Managing Director of The Royce Funds
MASTERCLASS: Fixed Income - October 2018
As the Federal Reserve raises rates for the third time, despite criticism from President Donald Trump about higher rates, Bond Markets are finally seeing some drama in its after years of untouched interest rates. Doug, Mark, and Celso join together to discuss corporate bonds, loans and how to plan ahead. Doug Peebles - Chief Investment Officer, Fixed Income at AllianceBernstein Celso Munoz, CFA - Portfolio Manager at Fidelity Investments Mark Redfearn, CFA- Senior Managing Director, US Investment Grade Portfolio Manager at PPM America, Inc.