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Bond Compass: The search for sustainable yield continues in an uncertain world

Although this year has been a rollercoaster, it is unlikely that we are finished with surprises and volatility. Central banks are still providing liquidity safety nets, but with the possibility of a disputed US election, America entering its first recession in over a decade and a potential world-wide second wave of Coronavirus infections and deaths, uncertainty abounds. Meanwhile momentum towards ESG investments trends is accelerating. The remainder of 2020 is unlikely to be easy to navigate.

So where should fixed income investors seek yield in the coming months? Join Antoine Lesné, Head of SPDR EMEA Strategy & Research at State Street Global Advisors to hear where institutional investors have been investing, what inflation indicators are telling us and which opportunities we expect to see over the next quarter.
Recorded Oct 22 2020 45 mins
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Presented by
Antoine Lesné, Head of SPDR EMEA Strategy and Research and Michael Metcalfe, Head of Macro Strategy, Global Markets
Presentation preview: Bond Compass: The search for sustainable yield continues in an uncertain world

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  • SPDR ETFs: The Evolution of Fixed Income ESG Investing Recorded: Nov 12 2020 33 mins
    -
    Join Eve-Marie Bussiere, Institutional Sales, SPDR France, Antoine Lesné, Head of SPDR EMEA Strategy & Research and Carlo Funk, EMEA Head ESG Investment Strategy, from State Street Global Advisors along with Sanjay Rao, European Head Bloomberg Barclays Fixed Income Indices at Bloomberg as they discuss:
    • The record-breaking $6 billion of net inflows in 2020* and the global evolution of fixed income ESG over the past year
    • The current fixed income ESG landscape
    • ESG Materiality and its application in fixed income indices
    • How index construction can help investors achieving their goal in Fixed Income ESG
    • Methods and tools investors are using to access this new asset class



    * Source: Morningstar Direct, as of 31 August 2020.
  • SPDR ETFs - US Elections: What Now? Recorded: Nov 5 2020 39 mins
    Elliot Hentov, Ph.D, Head of Policy Research at Global Advisors and Rébecca Chesworth, Senior Equity Strategist SPDR ETFs
    As the election day approaches, many investors fear the outcome will be undecided and the winner won’t be known on November 4. Among the different political scenarios and their economic consequences, which one will happen?

    In November 2016, just after Trump's election, the dispersion between the best and worst performing S&P sectors was 19% (between Financials and Utilities). Since the start of 2020, this difference has already been 74% (Technology and Energy). Will the relative performance betwen sectors change? What impact will the election have on sector investments this time around?

    Join Elliot Hentov, Ph.D, Head of Policy Research at State Street Global Advisors and Rebecca Chesworth, Senior Equity Strategist SPDR ETFs, to analyze the results of the election and take stock of the situation.
  • SPDR ETFs Smart Beta: Positioning portfolios for the rest of 2020 Recorded: Oct 29 2020 46 mins
    Ryan Reardon, Sr SPDR Equity ETF Strategist at Global Advisors, Benjamin Jones, Sr Multi-Asset Strategist, Global Markets
    Global equities experienced a significant drawdown early in 2020, amid the onset of COVID-19 and the associated economic shutdown. Despite recovering much of the significant losses experienced at the end of Q1, key challenges remain for the economy and global equities into end the of year. Our newly launched Smart Beta Compass pull together a deep dive on equity factor performance, Smart Beta ETF flows and institutional investor positioning, to produce a market review and outlook for the Factor-conscience investor.

    Join Ryan Reardon, Senior SPDR Equity ETF Strategist at State Street Global Advisors and Ben Jones, Senior Multi-Asset Strategist at State Street Global Markets to learn where investors are positioning in terms of equity markets and which equity factors might be worth watching in the 4th quarter.
  • Bond Compass: The search for sustainable yield continues in an uncertain world Recorded: Oct 22 2020 45 mins
    Antoine Lesné, Head of SPDR EMEA Strategy and Research and Michael Metcalfe, Head of Macro Strategy, Global Markets
    Although this year has been a rollercoaster, it is unlikely that we are finished with surprises and volatility. Central banks are still providing liquidity safety nets, but with the possibility of a disputed US election, America entering its first recession in over a decade and a potential world-wide second wave of Coronavirus infections and deaths, uncertainty abounds. Meanwhile momentum towards ESG investments trends is accelerating. The remainder of 2020 is unlikely to be easy to navigate.

    So where should fixed income investors seek yield in the coming months? Join Antoine Lesné, Head of SPDR EMEA Strategy & Research at State Street Global Advisors to hear where institutional investors have been investing, what inflation indicators are telling us and which opportunities we expect to see over the next quarter.
  • SPDR ETFs: US Election: Weighing the Impact on Sectors Recorded: Oct 15 2020 34 mins
    Rebecca Chesworth, Senior Equity ETF Strategist at State Street, Chris Bennett, Director Index Investment Strategy S&P
    The year so far has seen significant dispersion of performance between sectors, with a difference of 74% between the top and bottom performance in S&P 500® Sectors. On the precipice of the fourth quarter, what surprises await investors? A probably disputed US Election, recession or recovery, second waves of COVID-19 or a vaccine and political disruptions courtesy of Brexit and US/China tensions, means that the bumpiest year in memory may still deliver some shocks. What threats & opportunities does this offer sector investors over the coming months?

    Join Rebecca Chesworth, Senior SPDR Equity ETF Strategist at State Street Global Advisors and Chris Bennett, Director Index Investment Strategy from S&P Dow Jones Indices to learn where assets have flowed over the past quarter and what sectors might be worth watching through the US election and beyond.
  • SPDR ETFs: US Elections: A Swamp Update Recorded: Oct 8 2020 28 mins
    Elliot Hentov PhD, Head of Policy Research, Global Macro Policy team
    Please join us as Dr. Elliot Hentov discusses the implications of the latest developments in the run up to the US election. This will include the death of Justice Ruth Bader Ginsburg, the potential challenges around postal votes, and the first presidential debate between Donald Trump and Joe Biden. Elliot will also leverage his recent research report US Elections: Investing Amid Political Risk to analyse which US election scenario is looking most likely: can we trust the polls this time round?

    The attached paper uses artificial intelligence, quantitative research and data from across State Street Corporation to analyse both policies as well as politics before the upcoming US elections
  • What the Factor? Navigating today’s world through Smart Beta Recorded: Sep 10 2020 28 mins
    Ryan Reardon, Smart Beta Strategist, SPDR ETFs, Emma Johnston, Smart Beta Portfolio Strategist, State Street Global Advis
    Join Ryan Reardon, Smart Beta Strategist, SPDR ETFs and Emma Johnston, Smart Beta Portfolio Strategist, State Street Global Advisors as they discuss how best to use factors in portfolios in the current climate and in the run-up to the US presidential election in November
  • Working From Home with SPDR ETFs: Four Fearless Women Recorded: Jul 7 2020 23 mins
    Rick Lacaille, Global CIO of State Street Global Advisors, Gunjan Chauhan, Global Head of SPDR Capital Markets Group
    Four fearless women are taking decisive steps to lead Europe away from depression, but it remains to be seen whether it is enough and where it will lead us. Depending on the outcome, investors could have a range of opportunities. If we face persistent volatility and uncertainty, investors may stand to benefit from exploring non-equity performance drivers, such as the higher-returning parts of fixed income or convertible bonds. We also see an interesting dynamic in momentum versus value, where investors can either get in front of systemic market support mechanisms for momentum (e.g. investments benefiting from Fed support) or seek out value ideas (e.g. neglected assets with higher return potential that are not supported by central banks or government fiscal policy).
State Street Global Advisors
State Street Global Advisors SPDR ETFs

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  • Title: Bond Compass: The search for sustainable yield continues in an uncertain world
  • Live at: Oct 22 2020 9:00 am
  • Presented by: Antoine Lesné, Head of SPDR EMEA Strategy and Research and Michael Metcalfe, Head of Macro Strategy, Global Markets
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