Gunjan Chauhan,Global Head of SPDR Capital Markets and Amlan Roy, Head of Global Macro Policy Research
Amlan Roy, Head of Global Macro Policy Research at State Street Global Advisors and Gunjan Chauhan, Global Head of SPDR Capital Markets at State Street Global Advisors will discuss ETFs in the context of COVID-19 (liquidity, spreads, use cases) and also provide historical perspective on what sets COVID-19 apart from other crises. Furthermore, the discussion will aim to help investors interpret macro indicators and adjust to a ‘new normal’ investment landscape, as well as consider the prospects for sectors going forward.
Elliot Hentov, PhD Head of Policy Research und Sophia Wurm Senior ETF Sales Deutschland
Europa kehrt in kleinen Schritten zur Normalität zurück und der Fokus der Finanzmärkte ist verstärkt in die Zukunft gerichtet. Aus diesem Grund sollten konventionelle Risiken am Finanzmarkt wieder stärker in den Vordergrund rücken. In unserem deutschsprachigen Webinar beleuchten Elliot Hentov, Head of Policy Research, und Sophia Wurm, Senior ETFs Sales Germany, mögliche Implikationen der anstehenden US-Präsidentschaftswahlen auf verschiedene Anlageklassen, Regionen und Branchen.
Carlo Funk, EMEA Head ESG Investment Strategy and Robert Walker, Global Co-Head of Asset Stewards
As a pioneer in ESG investment, State Street Global Advisors has been a leader in implementing ESG in investment processes since 1975 and plays an active role as a manager of the assets entrusted to us by global investors.
COVID-19 is an unprecedented global crises and the human and economic impacts have been vast. In this webinar Carlo Funk, EMEA Head ESG Investment Strategy at State Street Global Advisors, and Robert Walker, Co-Head of Asset Stewardship, will discuss the possible implications of COVID-19 on the ESG Agenda.
•Has there been a shift in ESG focus?
•Recent ESG flows around the pandemic
•Shining a spotlight on shareholder engagement during the crises.
Daniel McMullen, Senior Managing Director at Blackstone / GSO
Senior Secured Loans, like many other asset classes, have recently seen unprecedented volatility, much of which was technically driven.
As technicals have stabilized, loan market investors are shifting their focus back to fundamental credit selection with a particular focus on the impact of COVOD-19 social distancing measures.
An actively managed Senior Secured Loan strategy like SRLN potentially represents a defensive allocation for those investors interested in income producing investments in a slow global growth environment since senior secured loans are typically senior in priority and secured by collateral.
Together with GSO Blackstone, State Street Global Advisors developed one of the world’s largest senior loan ETFs (US domiciled). Join Daniel McMullen, Senior Managing Director at Blackstone / GSO for a conference call, where he will give an outlook on the senior loan market and a performance update of the SPDR Blackstone / GSO Senior Loan ETF.
Meredith Shaw, Jonathan Camissar, and Antoine Lesné
After looking into the abyss as markets started to discount the impact of the global lockdown, and signs of capitulation started to show up, markets have rebounded briskly since March 23rd. We are now entering more complex phase which can be coined as “waiting for improvement”. Uncertainties abound as to the horizon of the recovery phase.
In this roller coaster context from a performance standpoint, convertible bonds have been delivering what they were expected to do thanks to their asymmetric risk profile. As cash strapped companies turn to the market as issuance reopens, convertible bonds may look more attractive. The three engines of performance are re-ignited from coupons, to equity linkage as well as volatility protection.
Join Jonathan Camissar SSGA Senior Convertible Bond portfolio manager and Meredith Shaw from our SPDR US Fixed Income group as well as Antoine Lesné, Head of SPDR ETF Research & Strategy – EMEA, to discuss the case for convertible bonds in this “waiting for improvement” phase and as investors show first signs of a return after the March exodus.
Rebecca Chesworth, Senior SPDR ETF Strategist, Jaspreet Duhra, Global Head of ESG Product Strategy at S&P Dow Jones Indices
As part of our ‘working from home’ series, please join SPDR ETFs for a short webinar with experts from State Street Global Advisors SPDR and S&P Dow Jones Indices as we focus on why ESG remains a compelling investment proposition amid the current market uncertainty.
This webinar will give an overview of the current ESG landscape, flows and performance. It will also look at why S&P developed the S&P 500 ESG index methodology and what this means for US equity market exposure now
Rebecca Chesworth, Senior SPDR ETF Strategist at State Street Global Advisors Altaf Kassam, EMEA Head of Investment Strategy
As more investors are having to work from home, we want to ensure you are as informed and up to date as possible. Please join our subject matter experts as they give regular brief (15-20 minute) updates on markets and flows.
Please visit our website for details of upcoming webcasts: https://www.ssga.com/institutional/etfs/insights/spdr-etfs-investor-briefing-calls
Antoine Lesné, Responsable Stratégie et Recherche SPDR ETF Europe, et Jean-François Mesnard-Sense, Capital Markets Specialist
Début d’une grande rotation, anticipation d’une reprise de l’inflation ? Les investisseurs institutionnels ont donné l’impression d’entamer une liquidation de leurs portefeuilles obligataires alors que la crise sanitaire se développait en potentielle crise de liquidité. Sommes-nous déjà à la fin de ce mouvement ? Quelles opportunités saisir de ces mouvements violents et rapides ?
Le « Bond Compass » offre un éclairage inédit et synthétique sur les marchés obligataires à travers l’analyse des indicateurs de flux et de positionnement des investisseurs calculés sur 10 000 milliards* de dollars en dépôt chez State Street Bank**
Rejoignez-nous pour commenter ces changements et déterminer les tendances à venir pour une 7eme édition du Bond Compass en confinement
* Source: State Street Form 10-K, au 31 décembre 2018
** Les indicateurs relatifs aux flux et aux positions sur les marchés obligataires produits par State Street Global Markets, le pôle d’investissement, de recherche et de trading de State Street Corporation, reposent sur des données agrégées et anonymes fournies par State Street, en tant que conservateur. State Street Global Advisors n’a pas accès aux données de conservation sous-jacentes utilisées pour produire ces indicateurs.
Antoine Lesné, Head of SPDR EMEA Strategy and Research, Michael Metcalfe, Head of Macro Strategy, State Street Global Markets
Fixed Income Flows and Holdings, Inflation measures and themes
March saw broad outflows from all sovereign markets, while treasury bills were in demand. Both investment grade and high yield corporate bond suffered across the board. PriceStats® inflation measures show a decline in online prices across the world. Themes for the next quarter include: safety first, central banks to the rescue and emerging market debt for the long haul.
Join Antoine Lesné, Head of SPDR EMEA Strategy and Research at State Street Global Advisors, and Michael Metcalfe, Head of Macro Strategy at State Street Global Markets to discuss Q1 flows and holdings, inflation measures and themes for the quarter ahead.
Rebecca Chesworth Senior SPDR ETF Strategist and Elliot Hentov, Head of Policy Research, Global Macro Policy Research team
In Q1, dispersion of performance between sectors expanded, providing more opportunities for investors. For Q2, our strategists explore three possible scenarios for COVID-19 recovery and the implications for sectors.
Steve Yeats, Head of Fixed Income trading and Antoine Lesne, Head of SPDR EMEA Strategy and Research
Stephen Yeats, EMEA Head of Fixed Income, Cash and Currency, and Antoine Lesne, Head of SPDR EMEA Strategy and Research, will discuss recent fixed income trading activity, ETF flows and where to find opportunities in these volatile markets.
For more information, please get in touch with your SPDR representative or visit our websites at.ssga.com/etfs
Elliot Hentov, Head of Policy Research in Global Macro Policy team and Rebecca Chesworth, Senior SPDR ETF Strategist
Elliot Hentov, Head of Policy Research in the Global Macro team will discuss the relevance of recent government policy action for market volatility and Rebecca Chesworth, Senior ETF Strategist will explore where clients might start to invest next, evaluating opportunities within sectors and regions.
Please see dial in numbers in the "Attachments" tab if you prefer to listen to us using your phone
Working From Home with SPDR ETFs: Macro, Markets and FlowsAntoine Lesne, Head of SPDR EMEA Strategy and Research and Maya Beyhan, Equity Indexing Portfolio Strategist[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]21 mins