Name: How have CLOs fared in the rising interest rates environment?
Start: 2023-05-16T14:00:00Z
End: 2023-05-16T14:00:51.000Z
Location: BrightTALK
Rating: 0

FTSE Russell is a leading global provider of index and benchmark solutions, spanning diverse asset classes and investment objectives. As a trusted investment partner we help investors make better-informed investment decisions, manage risk, and seize opportunities.

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Unlock the potential of the Canadian fixed income markets with our Global Investment Research team. Get the answers to some of the most pressing questions facing investors today. 

Gain actionable insights on currency-adjusted performance, macroeconomic drivers, and the latest shifts in yields, spreads, and curves. Explore the dynamics of conventional, inflation-linked, and corporate bonds within the Canadian market. 

Don't miss this opportunity to enhance your investment decision-making with expert guidance and stay ahead of the curve.

Throughout the discussion, our presenters will draw upon key findings from our Fixed Income Insights (Canada) report and research insights, published shortly before this webinar.

FTSE Russell's Fixed Income Insights (Canada)

Discover the pulse of the APAC financial markets with FTSE Russell's specialists. Dive into expert analysis and commentary on the macroeconomic landscape, key market drivers, and trends shaping the APAC financial markets. Gain invaluable insights into how these factors impact fixed income, equity, and currency asset classes across the diverse geographies of this region. 

Don't miss this opportunity to stay ahead of the curve and get support for your investment decision-making:

• Clarity around the macro backdrop, and multiple and diverse markets within the region
• How this diverse region is performing in the context of global financial markets, the interplay between the APAC markets and global events
• How critical drivers impact different asset classes across individual APAC markets
• Market analysis provided by using extensive data sources including FTSE Russell’s multi-asset indices, Lipper flows data, Datastream, YieldBook and proprietary platforms such as LSEG’s Workspace.

FTSE Russell's APAC financial markets spotlight - US/EMEA Timezone

FTSE Russell's APAC financial markets spotlight - APAC Timezone

Join our Global Investment Research team for an insightful review of investment outcomes through FTSE Russell's sustainable investment (SI) index strategies, covering global equities, fixed income, and our TPI Climate Transition indices.

Gain answers to some of the most pressing questions facing SI and stay updated on the key trends currently shaping the SI landscape and their impact on fund flows. Don't miss this opportunity to enhance your investment decision-making.

Throughout the discussion our presenters will draw upon key findings from FTSE Russell's quarterly Sustainable Investment Insights Market Maps report and research insights published shortly before this webinar.

FTSE Russell's Sustainable Investment: Strategy outcomes for equities and fixed income - US/EMEA Timezone

FTSE Russell's Sustainable Investment: Strategy outcomes for equities and fixed income - APAC Timezone

Unlock intel on factor investing in today’s equity markets with FTSE Russell's Global Investment Research team. Gain exclusive access to expert analysis and commentary on equity markets, focusing on industry exposures, macroeconomic drivers, and valuations. Discover actionable insights from both global and regional perspectives that can help you make smarter investment decisions. 

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Throughout the discussion, our presenters will draw upon key findings from our quarterly Equity Factor Insights report and research insights published shortly before this webinar.

FTSE Russell's Equity Factors Insights - US/EMEA Timezone

FTSE Russell's Equity Factors Insights - APAC Timezone

シリーズ第3回目となる今回のウェビナーでは、米国大統領選の結果やFRBの利下げを受けて揺れ動く米国株式市場について専門家が分析します。また、2024年のRussell 米国株インデックス のパフォーマンスについて、大型株、中小型株、グロース／バリュー株を取り上げ詳しく解説します。

お客様のインデックスファンドがどの指数を基準にするかで、投資目標の達成度が大きく変わります。本ウェビナーが米国株式インデックスについての理解を深め、最適なインデックスを見極める際の参考となれば幸いです。

登壇者:
Catherine Yoshimoto, Director of Product Management
Mark Barnes, PhD, Head of Investment Research, Americas
インデックス 投資部門日本代表 広瀬健

米国株式市場の最新動向とインデックス選びの重要性

Join our market experts for the inaugural quarterly webinar: India’s Financial Market Spotlight'. Dive deep into the macro backdrop, uncover the key market drivers, and explore the trends and themes shaping the Indian financial landscape, and gain exclusive insights into their implications for fixed income and equity asset classes. 

Stay ahead of the curve with expert analysis and commentary on:
• Growth, inflation, monetary policy expectations and financial conditions
• The status of market sentiment
• How critical drivers impact different asset classes 
• How the Indian financial market is performing in the context of global financial markets, the interplay between the Indian market and global events

Throughout the discussion, our presenters will draw upon market analysis provided by using extensive data sources like FTSE Russell’s multi-asset indices, Market Maps reports, Lipper flows data, Datastream, YieldBook and proprietary platforms such as LSEG’s Workspace.

Presenters:
• Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell, 
• Navneet Munot, CEO of HDFC Asset Management and the Chairman of the Association of Mutual Funds in India

India’s Financial Market Spotlight

Join experts from Blackrock/iShares and FTSE Russell as they review Q4 2024 performance of US equities and the key market drivers.

Russell US Indexes with Blackrock/iShares

Navigate the complexities of fixed income markets with our Global Investment Research team. Gain exclusive intel to help you seize opportunities and better understand risks. 

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Throughout the discussion, our presenters will draw upon key findings from our Fixed Income Insights reports and research insights published shortly before this webinar.

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FTSE Russell's Fixed Income Insights (Global) - US/EMEA Timezone

Elevate your investment decision-making by joining our exclusive webinar. Our Global Investment Research team will provide in-depth analysis and commentary on the global macro backdrop, equity and fixed-income markets, and cross-asset comparisons.

Gain expert insights into:
• The global macro backdrop and its impact on financial markets
• A deep dive into drivers of major asset classes – rates, credit, equity, alternatives like listed real estate and infrastructure, digital assets, commodities and currencies. 
• Cross-asset dynamics impacting portfolio construction 
• Current market sentiment exhibited by fund flows

Throughout the discussion, our presenters will draw upon key findings from our Asset Allocation Insights, Performance Insights, Fixed Income Insights, and other research papers and market commentary published shortly before this webinar.

FTSE Russell's Global Financial Markets Outlook - US/EMEA Timezone

FTSE Russell's Global Financial Markets Outlook - APAC Timezone

• Learn how blockchain is reshaping traditional finance and driving innovation.
• Understand the dynamic interplay between CeFi and DeFi and their future roles.
• Engage with experts to understand the challenges and opportunities of the FTSE Grayscale Financials Crypto Sector Index.
• Stay informed on post-election updates and the emerging role of AI in token generation.

Financials crypto sectors in focus: navigating the intersection of crypto and traditional finance

Discover the benefits of using ETFs for (US) tax loss harvesting. This strategy involves selling stocks or funds at a loss to offset gains and up to $3,000 in income, while staying invested through ETFs, adhering to IRS wash sale rules.

Tax loss harvesting isn't about exiting the market, but finding opportunities. Staying invested allows participation in potential market gains, as seen in 2023 when US equities surged by 14% in the last two months.

In this short video, Daniel Prince, CFA, explains how you can avoid missing out by sticking to your plan and considering ETFs like IWF (iShares Russell 1000 Growth ETF) for exposure to growth-oriented stocks or funds, or IWD (iShares Russell 1000 Value ETF) for exposure to value stocks or funds.

*** Please note: iShares ETFs are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. iShares is not affiliated to FTSE Russell or LSEG. ***

Using ETFs for (US) tax loss harvesting   [a joint video with iShares/BlackRock]

Join digital asset market and data experts from WAVE and Digital Asset Research to discuss staking rewards as a component of digital assets returns.

Digital asset staking: a new frontier in income? (APAC Time Zone)

Join APAC financial market specialists from FTSE Russell’s Global Investment Research team to hear analysis and commentary on the macro backdrop, market drivers, and trends shaping the APAC financial market. You will gain insights into their implications for fixed income, equity, and currency asset classes, as well as individual geographies within this diverse region.

What’s important to watch in APAC now?

• Monetary Policies: Inflation pressure eased in most APAC economies. Korea, Indonesia, New Zealand have begun their rate cut cycles. China eased further. Australia and India have kept rates on hold. Diverging monetary policies across the region have significantly influenced asset performance over the last three months.

• Fixed Income: Government bond returns were strongest in Thailand and Indonesia. APAC government bond spreads to UST narrowed in October due to stronger economic data. The government bond curve steepened in China.

• Equity Performance: China and Hong Kong advanced significantly, driven by substantial monetary easing. Tech stocks drove Taiwan’s equity outperformance, while Korea’s equity lagged. Thailand equities led ASEAN gains. 

Throughout the discussion, our presenters will draw upon key findings from our APAC Financial Markets Spotlight Market Maps report, published shortly before this webinar.

What are the important investment trends in APAC now?

Join experts from Vanguard and FTSE Russell for a review of global equity trends & ETF flows. And the benefits of FTSE Global Equity Index Series (GEIS) for targeting specific countries and regions.

- Overview of the FTSE GEIS, its high-level methodology and rebalance observations
- Application of FTSE GEIS index changes and ETF industry observations
- Benefits of FTSE GEIS for targeting specific countries and regions
- ETF Flows Review

**Please note that this webinar is addressed exclusively to investors in jurisdictions where Vanguard's products are approved for distribution. The ETF(s) presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Vanguard Asset Management Ltd is not affiliated to FTSE Russell or LSEG.**

Global Equity and ETF Flows: Q4 FTSE GEIS Rebalance

After proving its resilience during the 2020 pandemic, the Collateralized Loan Obligations (CLOs) market now faces pressures from rising interest rates and growing downgrade concerns. With credit and collateral conditions deteriorating in 2023, how are the CLOs set to weather this storm?

Please join us for our webinar on 16 May 2023 at 15:00 UK/10:00 ET to learn about:
- Current market trends, emerging themes, potential risks, and challenges facing CLOs.
- Yield Book’s new CLO credit model
- The methodology and drivers of the new CLO Credit Model
- Demo of the CLO Credit Model prototype


Presented by:
- Luke Lu, Head of CMBS/CLO Research and Quantitative Modeling, Yield Book, an LSEG Business
- Loy Weng, CLO Quantitative Researcher, Yield Book, an LSEG Business
- Anton Karnaukh, Quantitative Developer, Research, Yield Book, an LSEG Business

How have CLOs fared in the rising interest rates environment?

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How have CLOs fared in the rising interest rates environment?

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