Month: February 2022

ETF Evolution Through the Pandemic with PIMCO’s David Braun

ETF Evolution Through the Pandemic with PIMCO’s David Braun

Throughout the substantial COVID-19 recession, and the equally aggressive bounceback, advisors have been forced to address market volatility and ensure prudent handling of clients’ portfolios. 

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Braun, Head of US Financial Institutions Portfolio Management and senior member of the portfolio management team at PIMCO. David shares how PIMCO provides information to investors and advisors, revealing how the market has evolved and the recession we experienced during COVID-19.

Douglas and David discuss: 

  • How PIMCO outperforms their benchmarks
  • How PIMCO benefits financial advisors through their ETF expertise
  • The impact of recent market volatility on ETFs and other diversified portfolios
  • What lessons can be learned from past recessions
  • The long-term impacts of core inflation on investors

Resources

Connect with Douglas Yones

Connect with David Braun

The Future Of Finance and ETFs with Grayscale’s David LaValle

The Future Of Finance and ETFs with Grayscale’s David LaValle

Over the past several decades, technology has become increasingly present in all aspects of life. Investments and finance will be no different as technology continues to integrate our lives more each year.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David LaValle, the global head of ETFs at Grayscale Investments. David shares his knowledge of ETFs, starting from his first experience trading ETFs on the Floor of the Exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients.

Douglas and David discuss: 

  • What drives to many investors into the world of ETFs
  • How advisors should choose ETFs for their clients
  • What the future holds for investors and advisors
  • Why Grayscale entered the ETF market
  • The integration of technology and finance for the future of investments

Resources

Connect with Douglas Yones

Connect with David LaValle