As one of the most anticipated surveys in the industry each year, the Trackinsight Global ETF survey, co-sponsored by J.P Morgan and State Street, provides a deep understanding of how professional investors and fund selectors are leveraging ETFs. Join Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management,…

This episode of The Outthinking Investor examines risk through the lens of alternatives. Experts discuss the challenges investors face in making the right decisions for their portfolios, taking a holistic view of diversification, and the role that alts can play in both managing risk and capturing opportunities that emerge…

Andrew Craig, Co-Head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. These open the way for ETFs managed against…

Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assumed the CEO seat in 2020 after serving as Chief Investment Officer for six years. Our conversation focuses on the significant…

What are the potential benefits of a passive approach to covered calls? S&P DJI’s Phil Brzenk and ProShares’ Simeon Hyman take a closer look at the S&P 500 Daily Covered Call Index, its performance, and why the index uses a daily approach vs. a more standard weekly or monthly approach.

This episode of The Outthinking Investor examines risk through the lens of alternatives. Today, investors must heed the lessons from volatile markets of the past and take stock of hidden risks that may reveal themselves as current market conditions evolve. What strategies can investors employ to mitigate downside risks in…

Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.

How have S&P 500 Equal Weight Index’s exposures informed its performance over time? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas look under the hood at the features influencing S&P 500 EWI’s risk/return and explore what its expanding ecosystem, including sectors and futures could mean for its range of…

Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights.

Swaha Pattanaik sits down with Annalisa Usardi, Senior Economist at Amundi Investment Institute, and Bastian Drut, Head of Thematic Macro Strategy at CPR Asset Management, to discuss the transformative impact of AI and its implications for economies in the short and longer term.

Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.

The results of State Street’s third annual Private Markets Survey, conducted among more than 500 institutional investors worldwide, forms the basis of this webinar. Participants will learn how their peers are responding to the continued global economic challenges facing the industry, and how regulatory developments and…

Robert Lam and Paul Kamenski, Co-heads of Credit at Man Numeric, join Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, to discuss adopting a quantitative approach to investing in credit markets. They discuss the rise of quant credit, the alpha opportunities it presents, as well as…

What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.

Hollie Briggs, Head of Global Product Management at Loomis Sayles, delves into the alpha thesis philosophy of the Growth Equity Strategies team.

Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.

Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.

Terry Smith is the Founder & Chief Investment Officer of Fundsmith and has been referred to as the “English Warren Buffet.” Terry began his career in 1984 as a stockbroker, quickly rising to consistently holding the title of the top-rated bank analyst in London from the years 1984-89. Prior to founding Fundsmith, he was…

We talk with Robin Wigglesworth about quantitative investing and the ideas he lays out in his article ‘A Quant Winter’s Tale’, before hearing his insights on the private credit trend and his intriguing new book titled Bonds, all about the history of the bond market. We also speak with Mark McGrath about the Canada Pension…

Marcos López de Prado and Joseph Simonian join Frank Fabozzi to explore the latest developments and biggest potential pitfalls in the use of machine learning and artificial intelligence in investing. Watch the recording.