Tag Archives: WealthManagement

The Inside ETFs Podcast: ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard

Janus Henderson is a global asset manager with over 360 billion in assets under management. Today’s round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, Head of Exchange Traded Products; John Kerschner, Portfolio Manager for JAAA CLO ETF; Greg Kuhl, Portfolio Manager for JRE US Real Estate ETF; and Tim Gerrard, Portfolio Manager for the Net Zero Transition Resources ETF JZRO.

Douglas, Nick, John, Greg, and Tim discuss: 

  • What should financial advisors focus on right now
  • How to think about the role of bonds in an inflationary environment
  • How adding real estate investments can benefit portfolios during inflationary markets
  • The impact of inflation on net zero transition resource companies


Connect with Douglas Yones

Connect with the Leadership Team of Janus Henderson

The Inside ETFs Podcast: A Global ETF perspective with DWS Group’s Arne Noack

As advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alongside global investment capability. 

Douglas and Arne discuss: 

  • The evolution of DWS’s ETF line-up and its unique value proposition.
  • Many of the biggest challenges for advisors in today’s markets.
  • How international investments and foreign currency fluctuation can impact the risk of a portfolio.
  • Current opportunities that advisors can seize today.


Connect with Douglas Yones

Connect with Arne Noack

The Inside ETFs Podcast: Timing Opportunities Utilizing ETFs with Direxion’s David Mazza

There was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Mazza, Managing Director and Head of Product at Direxion, in discussing the capital markets and how Direxion provides a unique view of investment opportunities based on current and expected market volatility.

Douglas and David discuss: 

  • How Direxion aims to “democratize access” for all investors.
  • How market trends and volatility can impact optimal product options.
  • Best practices for utilizing ETFs (including a list of ETFs that are worth knowing about).
  • Investment opportunities are presented by future market trends.


Connect with Douglas Yones

Connect with David Mazza

The Inside ETFs Podcast: Franklin Templeton’s Dina Ting on Engineering Portfolios of ETFs

Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing their increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs.

Douglas and Dina discuss: 

  • Pivotal career points and how Dina evolved both her career and Franklin Templeton’s ETF business. 
  • ETF trends in the marketplace and how investment products are responding, including COVID, the Russian-Ukraine conflict and inflation.
  • The key challenges for Advisors in today’s markets. 
  • Opportunities on a global scale when using ETFs, as it relates to a given region or resource rich company.



Connect with Douglas Yones

LinkedIn: Douglas Yones, ChFC®

Connect with Dina Ting

LinkedIn: Dina Ting
Franklin Templeton

The Inside ETFs Podcast: Dimensional’s Lisa Dallmer on culture, volatility, and portfolio allocation in today’s capital markets

Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors. Lisa shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business.  

Douglas and Lisa discuss: 

  • Lessons learned through acquisition and how she approaches her leadership role today.
  • How the culture of Dimensional attracts new advisors to the business.
  • The future of ETFs, portfolio allocations, and overall investment trends. 
  • How advisors can best handle market volatility, alongside ways to engage with the investment content and thought leadership available from Dimensional.


Connect with Douglas Yones

Connect with Lisa Dallmer


The Inside ETFs Podcast: Agriculture Investing with Teucrium’s Sal Gilbertie

Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of Teucrium. Sal discusses the agricultural side of ETF investments, sharing how and why he decided to build an ETF franchise focused on the opportunities in commodities.

Douglas and Sal discuss:

  • The ETF commodities market
  • How the commodities market has changed over time and the impact that change has had on investment access, cost and trading
  • The case for considering agriculture products within a portfolio
  • The difference between the spot versus future markets and investor considerations when building a portfolio


Connect with Douglas Yones

Connect with Sal Gilbertie

Inside ETFs

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


Connect with Douglas Yones

Connect with David Braun

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


Connect with Douglas Yones

Connect with David LaValle


The Inside ETFs Podcast: The Impact of the Pandemic on ETFs with Michael Arone

2021 was a year to be attentive to market trends for many ETF investors. But what have investors learned as we approach 2022? Will trends change in the new year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge. He shares his personal preferences for ETFs and inflation beneficiaries, discussing both positive and negative aspects of the investments.

Michael discusses: 

  • His recommendations for asset allocation as the new year approaches
  • Lessons learned about ETF investing throughout the pandemic
  • Strategies advisors can utilize with their clients after a year of volatility
  • The truth about inflation beneficiaries
  • How investors should be approaching international markets in 2022

Resources: WealthManagement.com | Douglas Yones, ChFC® | State Street Global Advisors | Michael Arone

The World Of ETFs – The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer

In the early days of ETFs, investors focused solely on the headline indices, and some believed ETFs could be a fleeting trend. Today, you can barely open a newspaper without reading something about the growth and benefits of ETFs.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by John G. Feyerer III, CFA, Head, Innovation & Commercialization at Invesco. John shares his experience with ETFs and the growth his company predicted for the asset class back in 2007. John discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking towards in 2022.

John discusses: 

  • How ETFs have evolved beyond the S&P 500
  • Smart Beta: what it means and how it has become an accepted strategy
  • How advisors are utilizing RSP/RSPE in investment portfolios
  • What ESG solutions provided by Invesco in the form of ETFs
  • What Invesco is doing in the crypto and digital asset space

Resources: WealthManagement.com | Douglas Yones, ChFC® | John G. Feyerer | Invesco