Name: Distinguishing deflation
Start: 2023-11-22T18:35:00Z
End: 2023-11-22T18:35:13.000Z
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.

Market participants look to us for our expertise in developing and managing global index solutions across asset classes. Asset owners, asset managers, ETF providers and investment banks choose FTSE Russell solutions to benchmark their investment performance and create investment funds, ETFs, structured products, and index-based derivatives. Our clients use our solutions for asset allocation, investment strategy analysis and risk management, and value us for our robust governance process and operational integrity.

For over 35 years we have been at the forefront of driving change for the investor, always innovating to shape the next generation of benchmarks and investment solutions that open up new opportunities for the global investment community.

• 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

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?

What are the important investment trends in APAC now?  For investors in the APAC time zone

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

1. A Post-US Election Review of the Global Macroeconomic Environment (Mark Barnes, FTSE Russell)
2. FTSE Russell Index Construction and why it matters (Catherine Yoshimoto, FTSE Russell)
3. ETF Flows and Trends (Andrey Kotlyarenko, Vanguard) 




**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.**

Post-US Election: Global Equity Trends & ETF Flows

Join members of our Global Investment Research team, to hear the answers to key questions facing investors in Canadian fixed income markets, including:

• Is 50 the new 25 in the Bank of Canada’s easing cycle?
• Have Canadian yields reached the limits of de-coupling from Treasuries?
• Will increased fiscal activism in the G7 result in greater term premia and steeper yield curves?
• What are the market implications of the US elections?
• Are Canadian credits still in a sweet spot, or are valuations now stretched?
• Are better financial controls and credit metrics another legacy of Covid?

This is an ideal opportunity for you to hear actionable insights on currency-adjusted performance, macro drivers, shifts in yields, spreads and curves across conventional, inflation-linked, and corporate bonds. 

The discussion will draw upon key findings from our Fixed Income Insights (Canada) report, research papers and market commentary published shortly before this webinar.

Fixed Income Insights (Canada)

In tbhis presentation we talk about the requirements and opportunities of being part of the FTSE EPRA Nareit indices.

FTSE EPRA Nareit: Key Insights for Index Participation

Join our webinar for analysis on the global macro backdrop, equity and fixed-income markets, and cross-asset comparisons with members of our Global Investment Research team who will examine financial market drivers, including:

• Growth, inflation, monetary policy expectations and financial conditions
• Deep dive into various equity markets
• Factor rotation 
• Credit markets
• Alternative asset classes
• The status of market sentiment

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

Global Financial Markets Outlook - EMEA/Americas Timezone

Join us to get the answers to key questions on factor investing in equity markets. You will also hear actionable insights based on industry exposures, macroeconomic drivers and valuations across factors from a global and regional perspective.

The discussion will draw upon key findings from our quarterly Equity Factor Insights report being published shortly before this webinar.

· Get the details behind the (Small) Size factor’s broad-based outperformance over the quarter and Momentum’s underperformance, in a shift from 12-month trends

· Understand the macro context and key equity industries that impacted Q3 factor performance

· See where factor valuations stand after Q3’s continued equity rally

Equity Factor Insights: Your Quarterly Deep Dive - EMEA/Americas Timezone

Digital asset staking: a new frontier in income?

Join Lee Clements and Henry Morrison-Jones, sustainable investment (SI) experts from FTSE Russell's Global Investment Research team.

You will hear a review of investment outcomes through the lens of FTSE Russell's SI index strategies across asset classes and what these mean for sustainable investors in today’s market environment:

• How have different SI strategies performed in 2024 across asset classes?
• What are some of the key trends effecting SI at the moment, such as the changing nature of electricity generation, the evolution of equity and bond decarbonisation and asset owner preferences in addressing SI?
• How are market trends effecting SI fund flows?

The discussion will draw upon key findings from FTSE Russell's quarterly Sustainable Investment Insights Market Maps report published shortly before this webinar.

Volatile quarter proves challenging for sustainable investment

Join FTSE Russell and Blackrock iShares as we review what moved US equity markets in Q3.   We'll cover key drivers as well as hearing Blackrock's take on ETF flows and market strategy.

Russell US Indexes: We unpack Q3 so you can plan Q4

In this quarterly webinar presented by our Global Investment Research team you will hear valuable intel that will help you navigate opportunities and risks across fixed income markets.

Hey highlights:

• Cyclical factors, central bank easing and geo-political risks favour government bonds
• Two-speed easing cycles unfold, with Fed in the slow lane
• High debt/GDP ratios leave onus on monetary policy to deliver recoveries
• Historical evidence shows long US Treasuries outperform in easing cycles
• High yield credit remains strongest performer in 2024 risk rally & since Covid
• Relative valuations favour govt bonds and higher-grade IG credits
• But yields on HY credits are not dear, assessed versus 10-year means

Throughout the discussion you will hear answers to key questions facing investors on market expectations and performance – along with actionable insights on global yield curves and credit spreads across sovereign, inflation-linked and corporate indices, and FX-adjusted return performance using data from our global fixed income indices. 
The discussion will draw upon key findings from our Fixed Income Insights reports, published shortly before this webinar.

Easing cycle and geo-politics favour government bonds

Hear from fixed income specialists from FTSE Russell and Global X ETFs as they discuss:
• the current fixed income environment, 
• the FTSE US Treasury Laddered Bond Indexes, and 
• the new Global X US Treasury Ladder ETFs that offer investors targeted exposure to specific segments of the Treasury yield curve, providing a convenient and potentially cost-effective way to manage duration and reinvestment risk.

*** Please note that this webinar is addressed exclusively to professional investors in jurisdictions where the mentioned investment products are approved for distribution. Global X’s products 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. Global X is not affiliated to FTSE Russell or LSEG. ***

Climbing to income potential with a Treasury Ladder strategy [a webinar with Global X]

「2050年ネットゼロ」の目標に沿った投資ポートフォリオ構築の重要性が国内外の投資家の間で高まる中、日本の気候変動対策へのコミットメントがどのように新たな投資機会を引き出し、持続可能な未来に貢献できるのでしょうか。本ウェビナーでは脱炭素経済やネットゼロ経済へのシフトを加速させるために求められる日本企業の気候変動対策への取り組みとトランジション（移行）経路について掘り下げます。

ネットゼロ実現に向けた移行経路と投資ニーズに対する日本の取り組み

We will delve into the critical climate change initiatives and transition pathways that Japanese companies must undertake to accelerate the shift towards a decarbonized and net-zero economy. As the importance of building investment portfolios aligned with the 'Net Zero 2050' goal continues to grow, we will explore how Japan's commitment to climate action can unlock new investment opportunities and contribute to a sustainable future.

Exploring Japan's Transition Pathways Toward Achieving Net Zero

Join our new quarterly webinar that shines a light on financial markets within APAC. FTSE Russell's APAC financial market specialists will share analysis and commentary on the macro backdrop, market drivers and trends shaping the APAC financial markets, alongside insights into their implications for fixed income, equity, and currencies asset classes and individual geographies within this diverse region.

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 like FTSE Russell’s multi-asset indices, Lipper flows data, Datastream, YieldBook and proprietary platforms such as LSEG’s Workspace.

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

APAC Financial Markets in the Spotlight: for investors in the APAC time zone

Rob Arnott, founder and chairman of the board of Research Affiliates, shares his views on this year's markets with a focus on Fed policy, interest rates, the levers controlling inflation and 'heroic and horrific experiments' from a macroeconomic perspective.

Video recorded on June 5, 2023 at the FTSE Russell World Investment Forum.

Distinguishing deflation

ETFs

RAFI

Research Affiliates

Rob Arnott

Fundamental indices

Fundamental

FTSE RAFI

Russell RAFI

Equity Income

Investing

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

CFO Strategy

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Distinguishing deflation

Presented by

About this talk

More from this channel