2019 Outlook: Markets and economies
Portfolio managers Rob Lovelace and John Smet, and economist Jared Franz share their thoughts on the outlook for global equities, fixed income and economies as they look ahead to 2019. Additionally, this event is available for CE credit (CFP* and CIMA). *CFP credit only available for U.S.-based viewers.
Factors as Goals-Based Tools
How are advisors implementing single and multi-factors as risk mitigators in long-term strategies? S&P DJI’s Ed Ware and Craig Lazzara take a strategic look at factors with Armbruster Capital Management’s President, Mark Armbruster.
Can We Measure the Value of Research?
How much should a portfolio manager be willing to pay for research? S&P DJI’s Craig Lazzara and Hamish Preston explore a framework for estimating relative research values across markets and constituents.
Applying Factor Views to Global Equities
As the factor toolkit continues to expand, knowing how and when to apply them becomes increasingly important. CLS Investment’s Rusty Vanneman and Joe Smith join S&P DJI’s Brent Kopp to discuss ideas for implementing index-based factor strategies to tailor global portfolios to meet client objectives.
Opportunities and risks in global equities today
Opportunities and risks abound for global equities in this extended bull market. Portfolio manager Jody Jonsson shares examples of both and how they affect her investment thinking.
The Next Generation of Risk Management S&P Managed Risk 2.0 Indices
Look inside an innovative managed risk strategy designed to stabilize volatility, reinforce core holdings, and protect on the downside without sacrificing potential gains.
Understanding the Global Impact of the S&P 500®
What is the relevance of the S&P 500® and U.S. markets internationally? S&P DJI’s Jodie Gunzberg and Tim Edwards sit with Hamish Preston to discuss the impact of the U.S. equity market and this renowned global benchmark.
International Growth Strategy Update
Head of Global Growth and Portfolio Manager Elisa Mazen highlights the team's diversified approach that targets three types of growth companies -- secular, structural and emerging growth stocks -- the drivers of first quarter results and her outlook for developed and emerging markets.
What’s Fueling Global Markets?
European and US perspectives on factors influencing global capital markets and their potential portfolio implications.
Equity Markets: Uncovering Opportunity in Turmoil
The first quarter was a wild ride for equity markets. Here, VP and Sr. Global & Non-U.S. Equity Portfolio Manager Brent Puff looks at what’s causing volatility, what it means for the equity market and how it presents a chance to be opportunists.
From Beta to Alpha: Why It Will Pay to Be the Last Active Manager Standing
Among the debates in the capital markets today, perhaps none is more acute than the role of active vs. passive management. We suggest both have an important role to play, but there’s a story within the story that is critical for investors to go forward. From the active perspective, it’s no secret that many managers have struggled to beat their indices over time. But it's important to keep in mind that the level of success varies by market segment, time period, environment and perhaps most importantly by level of active. White Paper
1Q:2018 Capital Markets Outlook
2017 began in uncertainty, but it ended in a stellar year across most asset classes. We’re still not free of uncertainty, but we have three navigating principles to guide investors through 2018. 1Q:2018 Capital Markets Outlook Presentation