Hi [[ session.user.profile.firstName ]]

Is Now the Time to Increase Exposure to International Equities?

Could now be the time to add or increase allocations to international stocks? Consider the following: Historical performance over the past nearly five decades shows that domestic and international stocks have moved in a cycle of alternating outperformance. While past performance is no guarantee of future performance, this suggests that the cycle of domestic stock outperformance may be trending downward. While international stocks beat U.S. stocks by a wide margin for most of the 2003-2007 period, U.S. stocks have generally outperformed international stocks since then, in one of the longest winning streaks for U.S. stocks since 1970. We'll provide an overview of our view of asset allocation using a technical lens. Join us to see how using momentum-based strategies might be a fit for your clients' goals.

SPEAKERS:
Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).

John Lewis, CMT, is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
Recorded Dec 4 2017 31 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Kevin Mahn, President & CIO, Hennion & Walsh Asset Mgmnt; John Lewis, CMT, Sr. Portfolio Mgr, Nasdaq Dorsey Wright
Presentation preview: Is Now the Time to Increase Exposure to International Equities?
  • Channel
  • Channel profile
  • Harness the Power of Quantitative Investing to Grow Your Practice Mar 6 2018 2:30 pm UTC 30 mins
    Greg Guerin, First Trust • Dave Gedeon, Nasdaq Global Indexes • Jay Gragnani, Nasdaq Dorsey Wright
    Nasdaq Dorsey Wright & First Trust Partner to Bring AlphaDEX® to European Advisors | 1 CPD Credit (pending approval)

    The growth of technology & fee based advisory in the United States have been powerful drivers of the adoption of ETFs and outsourced Model Portfolios by financial advisors and wealth managers.

    MiFID 2 and the rise of Robo advisors looks set to reshape advisor business models and accelerate these same trends amongst investors in Europe.

    Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.

    The tried and tested combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to future proof their business and thrive in the era of the Robo Advisors.

    In this session participants will learn:
    -How to implement a systematic approach to asset allocation utilising ETFs
    -How to differentiate between smart beta exposures
    -Nasdaq Dorsey Wright relative strength asset allocation methodology
    -First Trust AlphaDEX® security selection strategy

    Speakers:
    •Greg Guerin, Senior Product Specialist, First Trust
    •Dave Gedeon, Head of Research & Development, Nasdaq Global Information Services
    •Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
  • The Light of Day; Uncovering buried, timely information for investment signals Recorded: Jan 16 2018 40 mins
    Oliver Albers, Vice President, Nasdaq & Zhiping (Ping) Zhao, Co-Founder, 280First
    In time for the first round of corporate earnings in 2018, learn how dynamically analyzed data--combined with AI, natural language processing, and advanced analytics--can produce quantified insights from text discussions within corporate filings.

    Hosted by Oliver Albers, VP, Nasdaq
    Oliver Albers leads Nasdaq’s sales and account management teams for the firm’s Information Services business line. Encompassing core data products, index creation and ETF partnerships, Nasdaq Dorsey Wright, and Nasdaq’s machine intelligence initiatives, he is responsible for bringing to market next generation solutions that touch every type of capital market participant—advancing their trading strategies and infrastructures.

    Featuring Zhiping Zhao, Co-Founder, 280First
    280first was founded in 2014 by a team led by Zhiping (Ping) Zhao, Ph.D., a distinguished senior research analyst with deep knowledge and experience in both equity and credit arenas. The platform was developed to address specific pain points facing investment professionals, based on the team’s long tenure in the industry. Purpose-built to expand the reach and efficacy of investment professionals, the 280first platform and alerts service is the first in a series of high-value solutions the company will deliver to the financial services market.
  • Hiding in Plain Sight; a Year of Equities Movement Foretold by Social Sentiment Recorded: Dec 14 2017 49 mins
    Oliver Albers, Vice President, Nasdaq
    As 2017 comes to a close, Nasdaq and iSentium revisit the hottest flash points in US equities, and how social media played a predictive role through science-honed sentiment.

    Sentiment data covered in this session is derived in real time from full access to Twitter feeds + other social media platforms in a universe of 1,500+ tickers in the Russell 3000.

    Hosted by Oliver Albers, VP, Nasdaq
    Oliver Albers leads Nasdaq’s sales and account management teams for the firm’s Information Services business line. Encompassing core data products, index creation and ETF partnerships, Nasdaq Dorsey Wright, and Nasdaq’s machine intelligence initiatives, he is responsible for bringing to market next generation solutions that touch every type of capital market participant—advancing their trading strategies and infrastructures.

    Featuring Gautham Sastri, CEO & President, iSentium
    Gautham Sastri is a seasoned technology entrepreneur and investor with over 30 years of experience in signal processing, cloud computing, and intelligence gathering. The former COO of SGI, Gautham holds 3 patents and has published 40+ papers on signal processing. He has a track record of tackling big data problems in areas that range from seismic processing to weather forecasting to large-scale simulations/data analysis for government agencies.
  • Is Now the Time to Increase Exposure to International Equities? Recorded: Dec 4 2017 31 mins
    Kevin Mahn, President & CIO, Hennion & Walsh Asset Mgmnt; John Lewis, CMT, Sr. Portfolio Mgr, Nasdaq Dorsey Wright
    Could now be the time to add or increase allocations to international stocks? Consider the following: Historical performance over the past nearly five decades shows that domestic and international stocks have moved in a cycle of alternating outperformance. While past performance is no guarantee of future performance, this suggests that the cycle of domestic stock outperformance may be trending downward. While international stocks beat U.S. stocks by a wide margin for most of the 2003-2007 period, U.S. stocks have generally outperformed international stocks since then, in one of the longest winning streaks for U.S. stocks since 1970. We'll provide an overview of our view of asset allocation using a technical lens. Join us to see how using momentum-based strategies might be a fit for your clients' goals.

    SPEAKERS:
    Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).

    John Lewis, CMT, is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
  • Tapping into Collective Intelligence; Signals from Retail Investors Recorded: Nov 14 2017 47 mins
    Oliver Albers, Vice President, Nasdaq
    Today, retail investors are more engaged in the equities markets than ever before. And wherever they trade, they're doing so with more information, more focus, and more opportunities to build and protect their portfolios.

    PredictWallStreet has taken this engagement and made actionable signals for the institutional investment community by harnessing this collective intelligence, through Nasdaq's proprietary machine learning.

    Learn how to implement underlying stock movements, that that have beaten the market by 29% annually since 2013.

    Join us for a complimentary webinar on the power of retail investor sentiment, and the science behind actionable investment ideas.

    Machine learning. Wisdom of the crowd. Across US stocks, indices, ETFs & ADRs.

    Hosted by Oliver Albers, VP, Nasdaq
    Oliver Albers leads Nasdaq’s sales and account management teams for the firm’s Information Services business line. Encompassing core data products, index creation and ETF partnerships, Nasdaq Dorsey Wright, and Nasdaq’s machine intelligence initiatives, he is responsible for bringing to market next generation solutions that touch every type of capital market participant—advancing their trading strategies and infrastructures.

    And featuring Craig Kaplan, CEO & Founder, PredictWallStreet
    Craig is responsible for both the vision and the patented methods that process the collective intelligence of online investors to generate an edge in the market. Previously, Craig spent twelve years as CEO of iQ Company and has also worked at IBM and at the University of California Santa Cruz as a visiting professor in Computer Science. He holds MS and PhD degrees from Carnegie Mellon University where he co-authored papers with a Nobel-Prize winning economist. He is a member of the scientific research society Sigma Xi and has authored and co-authored more than 30 publications, including a book and eight patents in the software field.
  • Signal in Corporate Earnings Analysis and Forecasting Recorded: Nov 1 2017 41 mins
    Oliver Albers, Vice President, Nasdaq
    It’s earnings season. Do you know if the officers and analysts are bearish or bullish? And how does that compare to past calls?

    A complimentary webinar on how you can use Corporate Earnings analysis and forecasting to find signal and reduce noise—through the Nasdaq Analytics Hub. Natural language processing. Machine learning. One access point covering 3,000 publicly traded companies—now and over time.
Uncovering underlying movement in the markets with unique insights.
Nasdaq Global Information Services (GIS) gives market participants the ability to see, measure, and act on opportunities across asset classes, and over time, through advanced analytics built on core—structured and unstructured—data, indexes, and exchange-traded products, providing financial institutions and investors with real-time, intra-day, and post-trade information and transparency.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Is Now the Time to Increase Exposure to International Equities?
  • Live at: Dec 4 2017 6:00 pm
  • Presented by: Kevin Mahn, President & CIO, Hennion & Walsh Asset Mgmnt; John Lewis, CMT, Sr. Portfolio Mgr, Nasdaq Dorsey Wright
  • From:
Your email has been sent.
or close