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Don't Fight the Fed

On January 29th, Chairman of the Federal Reserve, Jerome Powell, announced that the Federal Open Market Committee (FOMC) decided to maintain the target range for the federal funds rate at 1‑1/2 to 1-3/4 percent. However, there was one small change from Chairman Powell's previous statements. During Q&A with reporters, Powell said "the Fed is not satisfied with inflation running below 2% and it is not a ceiling."


In this Webinar:
What the Fed's decision means for the economy, inflation expectations and interest rates.
How to diversify fixed income portfolios to potentially profit from relative interest rate movements through Fed rate cuts or rising long-term interest rates.
Where the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL), a fixed income ETF, fits into portfolios.
Recorded Feb 25 2020 31 mins
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Presented by
Nancy Davis and Guy Ferrara
Presentation preview: Don't Fight the Fed

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  • Channel
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    Having a pre-defined, long-term investment framework is critical when designing a thematic portfolio. Sustainable Investing frameworks requires both of these elements. But, does sustainable investing increase AUM through inflows, or does it actually drive alpha? For investors in ESG, the United Nations' 17 Sustainable Development Goals provides a great success framework for investors - and it is also good for branding. But, how strictly and widely-used is this framework? And, is this effort to outline success in a detailed way actually driving success in sustainable thematic portfolios?

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    Ant Group’s IPO news comes as Alibaba’s annual 11.11 Singles Day Global Shopping Festival is in full swing. Last year over the course of 24 hours on November 11, Alibaba recorded $38.4 billion of gross merchandise sales2 with Ant Group’s systems processing 459,000 payment transactions per second3, about 7x the max capacity per second of Visa4.

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    Nancy Davis and Guy Ferrara
    On January 29th, Chairman of the Federal Reserve, Jerome Powell, announced that the Federal Open Market Committee (FOMC) decided to maintain the target range for the federal funds rate at 1‑1/2 to 1-3/4 percent. However, there was one small change from Chairman Powell's previous statements. During Q&A with reporters, Powell said "the Fed is not satisfied with inflation running below 2% and it is not a ceiling."


    In this Webinar:
    What the Fed's decision means for the economy, inflation expectations and interest rates.
    How to diversify fixed income portfolios to potentially profit from relative interest rate movements through Fed rate cuts or rising long-term interest rates.
    Where the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL), a fixed income ETF, fits into portfolios.
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    Should we worry about the combination of lower growth but higher inflation in China? How long the abnormally high food CPI due to the surging hog price might last? How it might affect the monetary policy and stock market?
    What can we expect from the "so-called" phase one trade deal, from China, policy and market sentiments, RMB?
    Where are we now in terms of market-style rotation, growth vs. value? What is the main driver of the recent outperformance of banks in the A-share market?
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    - Scenario Analysis of Trade War
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    Nancy Davis
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    Agenda:
    Nancy Davis and Brendan Ahern introduction
    How to benefit from the yield curve and market volatility
    Is an inverted yield curve a reliable economic predictor?
    What can the FED do to help the yield curve?
    Overview of The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) and how it may potentially benefit portfolios
Strategies to Capture China's Importance In Global Portfolios
Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China-focused ETFs provides investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. We strive to provide innovative, first to market strategies that have been developed based on our strong partnerships and our deep knowledge of investing. We help investors stay up to date on global market trends and aim to provide meaningful diversification. Krane Funds Advisors, LLC is majority owned by China International Capital Corporation (CICC).

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  • Title: Don't Fight the Fed
  • Live at: Feb 25 2020 3:00 pm
  • Presented by: Nancy Davis and Guy Ferrara
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