For over two decades, First Trust has been using factors to select stocks, and in 2020 we now bring two of our best-selling Quality and Low Volatility U.S. equity strategies to the UCITS market.
After a great 2019, the S&P 500 continued to reach new all-time highs in January this year, but there are some investors looking to protect on the downside while continuing to be invested.
On this call, Gregg Guerin, will discuss in more detail how historically Quality and Low Volatility factors have outperformed the S&P 500 in market downturns since 1995, how these factors can play a key part in profitable long-term performance, and what are the key potential benefits for investors of our two new UCITS ETFs
Can Innovative Technology provide downside protection? 2020 has seen the S&P 500 end Q1 in a bear market while Innovative Technology investments such as the Internet and Cloud Computing have handedly outperformed on the decline. This is not new.
On this call, Gregg Guerin, will explore the power of being digital as well as detailing the current market performance. He will also analyze other corrections and bear markets highlighting historical performance of technology themes.
This look at long-term performance can provide perspective for these times, as investors can explore the key potential benefits of First Trust’s two Thematic UCITS ETFs for the Internet and Cloud Computing.
The S&P 500 has rapidly entered a bear market due to the coronavirus, causing some investors to focus on downside protection within their equity exposures. Further, investors have been seeking cash-rich companies to potentially weather the storm.
At First Trust, we understand entering the first Bear Market in over a decade can be unnerving for some investors as they seek to potentially benefit from the market volatility. In this video Gregg Guerin will review the potentially counterintuitive historic performance of US IPOs & Spin-Offs over different market environments since 2004, as well as the current YTD 2020 performance.
During these challenging times in the markets, consider cash-rich IPOs and Spin-offs as surprising companies who may have raised capital at the right time.
After hitting all-time highs in early 2020, the markets have slid into bear markets for the first time since 2008. While it is impossible to know exactly when the markets will turn, it is possible to look to history for perspective.
On this short insight video, Gregg Guerin, will look to the past to see when markets have recovered and how quickly might they rise. He will provide a detailed look at the global financial crisis as well as a quick look at every bear market since 1962.
Want to understand more about the Blockchain as an investment solution, and hear from a world renowned independent expert?
Join our webinar with First Trust’s Senior Product Specialist, Gregg Guerin, and Jesse Lund, former IBM Global Head of Blockchain and Digital Currencies, discussing the real world applications of the Blockchain, how Users & Enablers of the technology are furthering its evolution, and the potential benefits to investors of our UCITS ETF.
Key Discussion Points:
•What is the Blockchain and how it really works
•Its importance in today’s world as a major disruptive technology
•How it is almost impossible to tamper with
•Its real world applications
•Current real world Users & Enablers
As a leader in thematic investment solutions, First Trust offers pure play access to the Cloud Computing market.
In this webinar, Gregg Guerin, will discuss some of the most powerful elements of Cloud Computing, how the technology is allowing computing to be accessed like a utility, how it is positively impacting our environment, and how attractive Cloud Computing companies new business models are to investors.
With Oracle indicating that only 20% of enterprise computing is in the cloud so far, and Gartner continuously updating their worldwide cloud revenue projections to be higher (now at $354.6bn for 2022), we feel Cloud Computing is an exciting investment area that can offer the long-term investor a well-diversified array of companies in which to invest.
Allan Lane, PhD, Algo-Chain | Rupert Haddon, First Trust | Gregg Guerin, First Trust
This week, you'll learn about:
- How the impact of innovation and technology has reshaped the classification schemes driving sector investing.
- Why Exponential Technologies might land in your investment portfolio sooner than you think.
- What are the trends in Thematic Investing that are garnering the most interest from the end investor base.
For many investors today, using factors like value and momentum in equity markets has become more commonplace but the same is not necessarily true in fixed income.
As European fixed income markets have experienced substantial yield compression over the last few decades, it has become increasingly difficult for investors to harvest returns from their traditional fixed income allocations.
In this webinar, Anthony Beevers, Portfolio Manager, will highlight the application and opportunities of using factors (such as carry, value and momentum) to harvest fixed income risk premia across global interest rates and currency markets.
Key Discussion Points:
•Traditional Fixed Income Allocations vs Fixed Income Factor Investing
•First Trust’s unique disciplined approach to Fixed Income Factor Investing
•How First Trust harvest Fixed Income Risk Premia in today’s markets
•Introduction to First Trust’s Global Currency & Global Sovereign Bond Funds
Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager)
In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.
Key Discussion Points:
•Define carry, value and momentum factors impacting currencies and yield curves
•Evidence the effectiveness of these factors
•Apply these factors to real life examples
We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.
The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.
• Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
• Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
• Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
Leonardo Da Costa, First Trust GP | Antonio Curia, Wimmer Family Office | Ayodele Johnson, Johnson Adviser Wealth Mgmt
How can investors diversify their portfolio across asset classes to gain the most benefit from Emerging Market Investments? This webinar will hear from different investors share their success and learnings in their field.
Leonardo Da Costa, CFA, Director, Portfolio Manager - First Trust Global Portfolios Ltd
Ayodele Johnson, Financial Planning Consultant, Johnson Adviser Wealth Management
Moderated by Antonio Curia, Executive Director, Wimmer Family Office LLP
Thematic investing maybe a newer idea to the market today, but not to First Trust. We have a long and strong track record in providing a variety of long-term thematic strategies, including the Internet, Infrastructure, Cloud Computing, Blockchain, Robotics and Cybersecurity.
On this webinar, Senior Product Specialist, Gregg Guerin will walk through a history of how themes and Mega Trends have affected various stocks and markets over time, how the current technology revolution looks set to affect the future for decades to come, and detail potential benefits to investors or advisors in rethinking their portfolio allocations to include thematic investing.
IPOs and Spin-Offs are seen as dynamic moments in the history of a company. In many ways it represents both the ending and the beginning of a company’s history. The exciting part is that the “beginning” of the post-IPO or Spin-off period, usually starts with quite a lot of capital. In fact, according to Bloomberg, from 2002 through to June 2019, U.S. IPOs have raised over $570.87 billion USD in market cap.
In this video, Gregg will provide an overview of what we feel makes New Listings so special, how Thematic Investing can aid an investor to access securities they otherwise would have little-to-no exposure to, and why First Trust feels they may present a great opportunity for the thematic focused investor.
Blockchain has the potential to impact the world as much as the internet did in the 1990’s and become the next big infrastructure of innovation.
Blockchain is however NOT Bitcoin but simply the powerful technology Cryptocurrencies use, similar to how email uses the internet. As the technology continues to evolve and being nearly impossible to tamper with, we are seeing more and more companies across a variety of industries and sectors using the technology to enable the real-time transmission of information and data.
In this video, Gregg Guerin will discuss the essence of the Blockchain, a few dynamic applications of the technology, and some of the major players driving the advancement of the Blockchain in the real world.
Cloud Computing is one of the hottest information technology sectors in the market today and its growth over the last decade shows no real sign of slowing down. In fact, the International Data Corporation (IDC) estimates the compound five year annual growth rate (CAGR) of the Cloud Computing market to be 21.9%, between 2016 and 2021.
In this video, Gregg Guerin will discuss the power of the Cloud, its dynamic uses today, the growth estimates, and how First Trust feels this rapidly growing theme has the potential to affect everyday life and long term investment opportunities.
First Trust Portfolio Manager, Anthony Beevers, will discuss how Value and Momentum Factors have the potential to generate attractive excess returns over the long, medium and short term across a broad range of markets.
He will also give you an insight in how the First Trust’s AlphaDEX® UCITS ETF methodology seeks to capture a pure exposure to these factors, while reviewing the performance of Value and Momentum across US and Global equity markets.
The internet has changed the world and become one of the fastest adopted technologies of all time. As the backbone for many cutting edge exponential technologies of the 21st century, First Trust truly believes that the full set of opportunities has yet to be realized, leaving a bright future for this incredible technological innovation.
In this video, Gregg Guerin will discuss the progression of the internet evolution, the themes that are interconnected to the internet growth, and the potential revenue generation.
2018 saw the return of volatility, with stock markets worldwide posting disappointing returns amidst record highs and sharp reversals. However, 2019 has started strongly with a v-shaped recovery in Q1. How have Thematic Indices performed among these fast changing market conditions?
In this video, First Trust sheds some light on this question and reviews how a variety of themes have performed in 2018 and through Q1 2019.
Thematic investing is a newer idea to the market today, but not to First Trust. We have a lengthy track record in providing a variety of long-term thematic strategies, including access to the progression of the Internet, which enabled the rise of Cloud Computing and Blockchain technologies.
In this video, Gregg Guerin will provide a brief history of how themes and Mega Trends have affected various stocks and markets over time, how the current technology revolution is poised to continue to affect our lives, and potentially investors’ portfolios through thematic ETFs.
Today, according to the World Bank, Emerging Markets represent a larger share of the world economy than either the U.S., the EU and Japan individually. However, they do typically represent a more modest allocation in Investors’ portfolios.
Yes, emerging markets may be volatile, but over the long-term we feel the asset class can offer some compelling opportunities.
In this webinar, First Trust’s Gregg Guerin (Senior Product Specialist) and Leonardo Da Costa (Senior Portfolio Manager), will help promote your understanding of Emerging Markets in general, the underlying historical and projected macro-economic data, and the rationales behind investment decisions.
First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios.
These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic and actively managed strategies investing across a range of equities, fixed income and alternatives.
In delivering our message, our regional sales teams work closely with prospects and clients to distribute First Trust’s range of single-country, regional and global solutions across the world. Today, First Trust is one of the fastest growing ETF providers globally.