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
How are advisors discussing the current market with clients
How to guide younger investors through their first downmarket
What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm
As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies.
Douglas and Christian discuss:
Amplify’s position in the ETF marketplace
The long term trends within investment portfolios
The biggest challenges investors face today
Where advisors should look for future investment opportunities
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, fit within modern portfolios and how they differ from traditional investment options.
Douglas and Nancy discuss:
Her pioneering vision for the ETF industry
The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year
Where the IVOL ETF can fit within a model portfolio
How should advisors consider IVOL across traditional investment planning
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 as part of a tax efficient portfolio
Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.
Douglas and Jon discuss:
Jon’s start in the ETF and model portfolio industry
Current ETF product trends near term opportunities
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 development for advisors
Important year-end tax planning considerations for portfolios
How can ETFs and tax planning can maximize opportunities in today’s market
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
While markets have continued to remain volatile, ETFs have maintained their potential for growth.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool and how they fit within the current market environment.
Douglas and Noel discuss:
How and why Noel entered the ETF industry
What drew AllianceBernstein to the ETF market
Why TAFI and YEAR ETFs strategies made the most sense during the recent period of volatility
How AB ETFs fit within the opportunity available in the current market
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 in today’s capital markets
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 business
A review of high growth sectors
ETF selection across economic themes
Targeting high growth industries for the year ahead