Daniel Ung, SPDR ETFs | Edmund Shing, BNP Paribas | Frédéric Dodard, SSGA | Clement Paccalet, BNP Paribas
While global growth is expected to slow in 2019, we feel that equities are still the place to be given that both economic and earnings growth remains largely favourable. However, investors should be cognisant of the volatility associated with late economic cycles. For this reason, it may be necessary for investors to build defensiveness in their investment portfolios by strengthening their core.
Jean-Maurice Ladure, MSCI and Rebecca Chesworth, SPDR ETFsRecorded: Nov 6 201834 mins
The sectors landscape is facing the most impactful reorganisation in the history of the Global Industry Classification Standard (GICS). Rapid evolution in the way people communicate, access entertainment content and other information over the last few years has resulted in the integration, renaming and expansion of Telecommunications.
Join our professionals as they discuss the changes and potential impacts of these shifts on sector investing, and how to prepare for them now.
Jean-Maurice Ladure, Executive Director and Head of Equity Applied Research, EMEA - MSCI
Rebecca Chesworth, Senior Equities Strategist, SPDR ETFs
Rick Lacaille, Global Chief Investment Officer and Antoine Lesne, Head of SPDR ETF Research – EMEARecorded: Aug 2 201829 mins
Although global growth is on trend and major stock markets are making progress, there are risks to the downside. Leading economic health indicators are softening - particularly outside the US - and volatility is increasing.
Join Rick Lacaille, Global Chief Investment Officer for State Street Global Advisors, and Antoine Lesne, Head of SPDR ETF Research - EMEA, as they discuss the key themes in our Mid-Year Global Market Outlook, including:•Global macro outlook: deciphering the signals indicating global growth
•Equities: does the US stimulus extend the runway for equities?
•Fixed Income: is it time to dial back risk?
•Emerging markets: caution ahead as tailwinds fade
•How can investors navigate this period of uncertainty and potential market volatility?