Name: Fixed income in 2025 - dealing with debt, deficits and divergence
Start: 2025-01-14T14:00:00Z
End: 2025-01-14T14:00:37.000Z
Location: BrightTALK
Rating: 4.7

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.

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 us 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.

You will 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.

Top Sustainable Investment Trends for 2025

Join our panel of portfolio managers as they discuss listed real estate trends and index performance during H2 2024. Gathering practitioners from three global regions, our panellists will delve into H2 drivers of performance and share insights into recent fund flows and investors’ focus.

– The right investment product starts with the right index –

The FTSE EPRA Nareit Global Real Estate Index Series is designed to represent general trends in listed real estate equities worldwide. Relevant activities are defined as the ownership, trading and development of income-producing real estate. The index series covers Global, Developed and Emerging markets.
In addition, the FTSE EPRA Nareit Green Index Series provide a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series.
Fund managers across the global are benchmarked against the FTSE EPRA Nareit Global Real Estate Index Series.

Panellists:
- Raj Rehan, Head of Real Estate Securities, BlackRock
- Bernadetta Sobiczewska, Portfolio Manager - Global Listed Real Estate, CPP Investments
- John Worth, Vice President - Research and Investor Outreach, Nareit
- Iskren Marinov, Index Analyst, EPRA

- Read the article "How industry collaboration drives greater access to commercial real estate": https://www.lseg.com/en/insights/ftse-russell/how-industry-collaboration-drives-greater-access-to-commercial-real-estate
- More about listed real estate indices: https://www.lseg.com/en/ftse-russell/indices/real-estate

Listed real estate: H2 2024 drivers of performance

This webinar from FTSE Russell will provide 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.

You will 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.

Top Sustainable Investment Trends for 2025 - APAC Timezone

Join us to get answers to key questions on factor investing in equity markets. You will 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 Momentum’s rebound and the (Small) Size factor’s underperformance over Q4, in keeping with the overall trend in 2024

·         Understand the macro context and key equity industries that impacted Q4 and 2024 factor performance

·         See where factor valuations stand after Q4’s diverging global equity performance

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 India's financial landscape, and gain exclusive insights into their implications for fixed income and equity asset classes. 

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

In the first part of the webinar, Indrani will share her insights into macro drivers for India’s economic trends, the performance of various asset classes in India, provide an analysis on Indian Equities & Fixed Income, and analyse India in the global context.

In the second part, Indrani will discuss with Navneet on topics such as macroeconomic factors, the Indian equity markets, the performance of major indices, earnings growth in India, the impact of U.S. Presidential Election results, capital flows, opportunities & risks, etc.

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: We unpack Q4 and 2024 so you can plan 2025

Enhance your investment decision-making with insights from our Global Investment Research team who will provide in-depth analysis and commentary on critical investment themes, including:

• Country-specific divergences and market fragmentation
• Rising real sovereign yields versus narrowing corporate credit spreads
• The re-rating of emerging markets
• Opportunities in alternative investments
• The growing importance of hedging strategies

Additionally, the webinar covers:

• 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 reports authored by the Global Investment Research team including Asset Allocation Insights, Performance Insights and Fixed Income Insights, along with research papers and market commentary published shortly before this webinar.

Key investment trends in global financial markets

• 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

Join our experts for an insightful webinar as they delve into the most critical questions facing fixed income investors in 2025:

What are the key fixed income themes for 2025, including debt, deficits, and divergence?
Has the balance between monetary and fiscal policy shifted permanently?
Will sovereign spreads remain volatile as bond vigilantes gain influence?
Is duration still a challenge in 2025 as yield curves normalize?
After another year of strong performance, is credit still in a sweet spot, or is high yield in a bubble?

Gain actionable insights on global yield curves, credit spreads, and FX-adjusted return performance across sovereign, inflation-linked, and corporate indices, using data from our comprehensive global fixed income indices.

The discussion will draw upon key findings from our Fixed Income Insights report published shortly before this webinar.

Fixed income in 2025 - dealing with debt, deficits and divergence

Asset Allocation

Fixed Income

FTSE Russell

Global Bonds

Global Markets

Inflation

Macro Economics

Bonds

Financial Markets

Credit

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.

Fixed income in 2025 - dealing with debt, deficits and divergence

Presented by

About this talk

More from this channel