Inside ETFs
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The Inside ETFs podcast is the only podcast that specifically provides financial advisors with a targeted summary of the key trends, innovations, and developments in ETFs. Each episode of the Inside ETFs podcast is a deep-dive with an ETF industry thought leader and is designed to help financial advisors understand how they can construct portfolios that are highly customized, cost-efficient,..
Inside ETFs
4M ago
The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today’s investors.
In this special episode of the Inside ETFs Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist with ProShares and Devon Drew, CEO of DFD Partners. They explore the evolving landscape of investment with insights into technology, AI and emerging asset classes, including cryptocurrency.
Na ..read more
Inside ETFs
6M ago
In this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients.
Nabia and Shana discuss:
The importance of alternative investments in portfolio planning
How asset allocation has evolved
The impact of new investment strategies on ..read more
Inside ETFs
1y ago
After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.
In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance.
Specifically, Mark and Brett discuss:
The outlook for equities, fixed income and key investment sectors ..read more
Inside ETFs
1y ago
When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock
Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD ..read more
Inside ETFs
1y ago
The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth.
Douglas and Ed discuss:
Current product development trends in focus
Future growth areas that can drive near term investment decisions
How to utilize ETFs ..read more
Inside ETFs
1y ago
ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.
Douglas and Will discuss:
How GraniteShares came to be and its role in the ETF industry
What they focus on ETF product d ..read more
Inside ETFs
1y ago
The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace, and her approach to supporting career growth across the industry.
Douglas and Camille discuss:
Market needs and how Cohen & Co continues to evolve
Key ETF trends for ..read more
Inside ETFs
1y ago
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions.
Douglas and Jed discuss:
The ways in which JP Morgan focuses on product development for ETFs
Best practices for advisors when considering the impact of global market events on portfolios
ETFs as a tool for executing tax strategies during market downturns
Opportunities for investors ..read more
Inside ETFs
1y ago
Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs.
Douglas and Sylvia discuss:
The growth of Defiance and their ETF busines ..read more