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Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research

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
Recorded Jan 30 2020 46 mins
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Presented by
Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager)
Presentation preview: Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research

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  • Thematic Investing: Digitization, Cybersecurity & Privacy Jul 14 2020 3:00 pm UTC 60 mins
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    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.

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  • Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research Recorded: Jan 30 2020 46 mins
    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.

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    •Define carry, value and momentum factors impacting currencies and yield curves
    •Evidence the effectiveness of these factors
    •Apply these factors to real life examples
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Smart Way to Invest
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.

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  • Title: Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
  • Live at: Jan 30 2020 2:00 pm
  • Presented by: Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager)
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