FTSE Russell Convenes

In our first episode of FTSE Russell Convenes, Season 4, we welcome Michael Brandt, Professor of Finance, Duke University at The Fuqua School of Business whose career on strategic and tactical asset allocation spans 25 years. In his discussion with Indrani De, Head of Global Investment Research at FTSE Rusell, Michael explains why asset allocators need to pay particular attention to market structu...

Janice Kan Pui Yoke, Co-Head of Equities and Head of Derivatives, SGX Group  shares insights on the developments she has seen during her time there over the past three decades. Well-positioned to talk about its history, Janice explains how the Euro dollar futures contract  transformed the face of trading in Singapore before explaining how product offerings and innovations are determined.

In this episode of FTSE Russell Convenes, Tony Campos, Head of Sustainable Investment, Index Investments Group at FTSE Russell, provides the lowdown on ESG. He begins with the three categories that institutional investment clients are broadly falling into with climate-related and green-focused investing, before providing an update on the reengineering of ESG indexing, regulation, and risk. 

Sean O'Hara, President at PacerETFs joined us for an episode of FTSE Russell Convenes at our World Investment Forum in June 2023.  He discusses the need to be innovative, disruptive and unique in light of the competitive ETF landscape, along with differentiating on distribution.  He also talks about the macro headwinds of this year, his concerns over valuations and how 'narratives' could play out...

At the World Investment Forum in June 2023, Rob Arnott, founder and chairman of the board of Research Affiliates, shares his thoughts on Fed policy, interest rates and inflation from a historical viewpoint and where he sees them heading. He also talks us through the key findings of a RAFI research paper “Reports of Value’s death may have been greatly exaggerated” published in the FAJ in 2021. From...

How could the explosive growth of Zero Days to Expiration (0DTE) options affect markets? While at the World Investment Forum in June 2023, Rob Hocking, Senior Vice President and Head of Product Innovation at CBOE Global talks about the biggest developments he’s seeing in the world of options, including short terms 0DTEs. Rob also discusses whether he was surprised by the VIX’s performance and reve...

Kingsley Ford, Global Head of Index Investments at LSEG joins us to talk about how ETFs evolved to become a trading suite in their own right, how attitudes towards fixed income ETFs shifted during the pandemic and why structured products are particularly ripe for innovation. Kingsley also discusses what makes an index successful and if he thinks clients will build indices focused specifically on A...

Today, investors have endless options to choose from when tailoring their portfolios, particularly when targeting specific investment factors. But how can you create the perfect factor playlist for your portfolio? In this episode,  Andrew   Ang , Head of Factors, Sustainable Solutions at BlackRock discusses how factor investing has evolved to create more democratised access for investors, and whic...

How should you allocate your assets today to set yourself up for success tomorrow? Mo Haghbin, Head of Investment Solutions at Invesco joins us to discuss his thoughts on the future of the banking system, why he believes a diversified approach to asset allocation is so important and where on the yield curve he thinks is most exciting for investing. Mo also dives deep into his thoughts on the marke...

Could AI change how we perceive ourselves and therefore how we work? Having studied AI since the 90s when it was a more obscure term, David Sol, Head of Index Policy at LSEG joins us to share his knowledge on the developments in AI from its debated origins to the present day and its potential impact. David talks about his thoughts on the increasing intelligence of AI in recent years, how developin...

What is driving the rise in popularity of ETFs and will we see a slowdown? In this episode, Ravi Goutam, Managing Director at BlackRock discusses what he thinks the biggest driver for ETFs are and if he has seen a rise in liquidity. Ravi also delves into bond ETFs, BlackRock’s product innovation process today and how their customer base is evolving.

The role of indices in the markets shifted drastically during the pandemic as people’s views towards ESG changed. In 2023, how has their role changed? Arne Staal, CEO of FTSE Russell answers this pressing question and delves into current investing trends including the resurgence of fixed income. Arne also discusses if disclosure has improved since his last conversation with Jamie, his own thoughts...

In his interview Martin talks about what he feels to be the real drivers of major social and cultural change, and the shift he is seeing in public opinion towards business within our society today. He shares his views on how the private sector could better address societal challenges and capitalism ‘shaken up’ to get money flowing in the right directions. As part of his interview, Martin explains...

In our second episode of FTSE Russell Convenes, Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell discusses several longer-term issues for financial markets. What will happen to the dollar? Is the US on the cusp of another technological boom, or even one in healthcare? How will the US’s current raised debt ceiling problem play out? Indrani answers these questions as well as pr...

In our first episode of Series three of FTSE Russell Convenes, Elizabeth Burton joins Jamie MacDonald to talk about the challenges and opportunities in the current market environment During the interview she dives into the US and inflation outlook, drawing upon lessons learnt from the past, factors likely to impact a rate hike and the one piece of information she feels is ‘going to have a lot to d...