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MARKET BRIEF: Russell 2000 Index Update 4Q16

FTSE Russell Senior Research Director, Tom Goodwin, PhD will provide a quick year end update on the Russell 2000 Index, previewing the release of the 4Q 2016 Small Cap Perspectives report. There will be time for Q&A following the update.
Recorded Jan 31 2017 16 mins
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Presented by
Tom Goodwin, PhD
Presentation preview: MARKET BRIEF: Russell 2000 Index Update 4Q16
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  • The Post-Pandemic Case for International Markets Dec 15 2020 4:00 pm UTC 60 mins
    Dina Ting & David Mann (Franklin Templeton), TBC (SGX), Arne Staal & Philip Lawlor (FTSE Russell)
    Themes:
    - 2021 global investment outlook: Will vaccines be a "shot in arm" for market rotation?
    - The case for single-country allocation

    Overview:
    Recent positive vaccine news are clearly changing the market narrative and posing very big questions facing the 2021 global investment outlook.

    Will 2021 will see a simultaneous rotation in growth and inflation expectations? Bond yields, curves and financial conditions? The profit and valuation cycle? Factor and sector performance?

    And for portfolio managers and advisors, where to allocate assets in 2021?

    Please join market experts from Franklin Templeton, Singapore Exchange (SGX) and FTSE Russell as they discuss:
    - Global markets in the context of “vaccine optimism”,
    - how to take advantage of post Covid-19 emerging themes driving single countries,
    - the FTSE Global RIC Capped Indexes and potential ways for investors to access single-country exposure via ETFs and/or derivatives.
  • 2021 Global Investment Outlook: Will vaccines be a "shot" for market rotation? Dec 9 2020 3:00 pm UTC 30 mins
    Philip Lawlor, MD and head of Global Investment Research at FTSE Russell
    Recent positive vaccine news flows are clearly changing the market narrative and posing very big questions regarding the 2021 global investment outlook.

    Join Philip Lawlor, MD and Head of Global Investment Research at FTSE Russell, to hear:

    • Answers to the "big questions" facing global markets in 2021.

    • Analysis into global equity and bond markets in the context of
    “vaccine optimism”.

    • Insight into whether 2021 will see a simultaneous rotation in:

    - Growth and inflation expectations

    - Bond yields, curves and financial conditions

    - The profit and valuation cycle

    - Factor and sector performance.


    This webinar qualifies for 0.5 Credit which can be used to contribute towards an institution’s Professional Learning Program in alliance with their guidelines.
  • 2021 Global Investment Outlook. For investors in EMEA Dec 9 2020 10:00 am UTC 30 mins
    Philip Lawlor, MD and head of Global Investment Research, FTSE Russell
    Recent positive vaccine news flows are clearly changing the market narrative and posing very big questions regarding the 2021 global investment outlook.

    Join Philip Lawlor, MD and Head of Global Investment Research at FTSE Russell, to hear:

    • Answers to the "big questions" facing global markets in 2021.

    • Analysis into global equity and bond markets in the context of
    “vaccine optimism”.

    • Insight into whether 2021 will see a simultaneous rotation in:

    - Growth and inflation expectations

    - Bond yields, curves and financial conditions

    - The profit and valuation cycle

    - Factor and sector performance.


    This webinar qualifies for 0.5 Credit which can be used to contribute towards an institution’s Professional Learning Program in alliance with their guidelines.
  • 2021 Global Investment Outlook: for investors in the APAC region Dec 9 2020 7:00 am UTC 30 mins
    Philip Lawlor, MD and head of Global Investment Research at FTSE Russell
    Recent positive vaccine news flows are clearly changing the market narrative and posing very big questions regarding the 2021 global investment outlook.

    Join Philip Lawlor, MD and Head of Global Investment Research at FTSE Russell, to hear:

    • Answers to the "big questions" facing global markets in 2021.

    • Analysis into global equity and bond markets in the context of
    “vaccine optimism”.

    • Insight into whether 2021 will see a simultaneous rotation in:

    - Growth and inflation expectations

    - Bond yields, curves and financial conditions

    - The profit and valuation cycle

    - Factor and sector performance.



    This webinar is supported by the CFA Asia-Pacific Research Exchange and qualifies for 0.5 CE credit under the guidelines of the CFA Institute Continuing Education Program
  • Aligning equity investments with the UN Sustainable Development Goals Recorded: Nov 19 2020 46 mins
    Henk Groot, Detailhandel, Coen Brouwer, BlackRock, Aled Jones, FTSE Russell
    In September 2015, the UN General Assembly adopted the 2030 Agenda for Sustainable Development which included 17 Sustainable Development Goals (SDGs). These SDGs are the blueprint to achieve a better and more sustainable future for all and they address the global challenges we face, including poverty, inequality, climate change, environmental degradation, peace and justice.

    Building on the principle of “leaving no one behind”, the 2030 Agenda emphasises a holistic approach to achieving sustainable development for all.

    Since climate investing is now part of many asset allocation strategy agendas, some investors are looking for solutions that will help them align with the all, or some, of the UN SDGs.

    During our webinar we will discuss the HOW and WHY SDG investing can be incorporated into an equity portfolio and why climate investing is on the increase.

    Our expert list of speakers will be:

    Henk Groot, Head of Investments Pension Funds for the Retailers, Detailhandel
    Coen Brouwer, Director, BlackRock
    Aled Jones, Head of Sustainable Investment, EMEA, FTSE Russell
  • Integrating climate risk into listed real estate portfolios Recorded: Nov 12 2020 54 mins
    Maya Beyhan & Julian Harding (State Street Global Advisors), Jaakko Kooroshy (FTSE Russell)
    FTSE Russell has licensed to State Street Global Advisors the new FTSE EPRA Nareit Green Index Series for the inaugural State Street CCF Global Green Real Estate Equity Index Fund, which tracks the FTSE EPRA Nareit Developed Green Index.

    The real estate sector accounts for more than one-quarter of global carbon emissions. According to UN estimates, buildings account for over half of global electricity usage and c. 28% of global carbon emissions. There is also evidence linking better environmental performance to higher asset values, higher occupancy rates, higher rental yield and lower operating costs.

    Real estate investing has historically lacked the appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

    To help address this gap, the FTSE EPRA Nareit Green Indexes have been designed to allow investors to identify real estate companies with strong sustainability performance.

    Join experts from FTSE Russell and State Street Global Advisors as they discuss the characteristics of the FTSE EPRA Nareit Green Index and integrating climate risk into listed real estate portfolios.
  • What’s been driving US equity markets outperformance? Recorded: Oct 22 2020 46 mins
    Kristy Akullian (iShares), Tim McCourt (CME Group), Mark Barnes & Catherine Yoshimoto (FTSE Russell)
    Despite falling more steeply in the March downdraft, US equities have handily outperformed international stocks this year. Indeed, the US has gained much of its edge since June, when the rally elsewhere began losing steam. And now, despite a volatile cocktail of global pandemic, political wrestling over a stimulus bill and approaching a looming general election which could be the most contentious in US history, US equity markets have been going strong.

    What’s behind a 55% surge in the US large-cap Russell 1000 since March and a nearly 5% upswing for the US small-cap Russell 2000 in October?

    And how can investors tap into US equity market opportunities?

    FTSE Russell is joined by special guests from CME Group and BlackRock/iShares to examine the current state of the US equity market, consider what factors may be driving its outperformance between US large- and small-cap stocks and suggest ways investors can use trading and product strategies to manage risk and tap into market opportunity. The panel of speakers will cover:

    • drivers of US equity indexes outperformance
    • the weight of technology companies and other sector weighted contributions to returns
    • historical performance of US equities leading into and coming out of US general elections
    • stock-level concentration performance effect.

    Speakers:
    • Kristy Akullian, CFA, Director, iShares Americas Markets Coverage, BlackRock
    • Tim McCourt, MD, Global Head of Equity Products, CME Group
    • Mark Barnes, Ph.D., Head of Investment Research, Americas, FTSE Russell

    Moderator:
    • Catherine Yoshimoto, Director of product management, FTSE Russell

    For more information about Russell US Indexes click her: https://www.ftserussell.com/index/spotlight/us-equity-indexes
  • The Climate Transition: Risks and opportunities arising from climate change Recorded: Oct 22 2020 46 mins
    Adam Mathews, Church of England Pensions Board & Aled Jones, FTSE Russell
    Investors have grown increasingly more sophisticated when it comes to understanding of the risks and opportunities arising from climate change. So have their approaches to capturing these aspects of climate change in their portfolios.

    During this webinar, our expert speakers will discuss how the market has taken evolutionary steps to develop from relatively simple risk-based implementation options—such as creating "ex fossil fuel" or "low carbon" portfolios—to approaches that also capture the potential upside from the transition to a low carbon economy, e.g. via increased exposure to the global green economy.
  • Global Factor review and factor behavior across the economic cycle. Americas Recorded: Oct 21 2020 24 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Join us for answers to key questions on factor performance and valuable insight into the drivers of factor returns across regions.

    •How have factors behaved as markets have continued to rise since the COVID sell-off?

    •Momentum has performed well, but
    - what are the risks of momentum now?
    - how do these risks vary across region?

    •Do factors respond to the business cycles assuming a normalised cycle or do we need to take into account regime shifts?

    We’ll frame our analysis within the context of the adjustment in Factor behavior since the post-COVID regime, and draw upon key findings from our October quarterly Market Maps "Factor Indicator" report.
  • The evolving Asia derivatives landscape Recorded: Oct 21 2020 73 mins
    Rama Pillai and Yujun Lin (SGX); James Busby (Goldman Sachs); Ricardo Manrique (FTSE Russell)
    FTSE Russell, Singapore Exchange (SGX) and Goldman Sachs are pleased to invite you to join us at this webinar as global investors are seeking exposure to Asia’s growth engines across a complex continental geography.

    The panel will uncover the growing Asia and Emerging Asia opportunity set as well as the evolving index derivatives landscape. Tune in to hear more about the U.S. CFTC approved SGX FTSE Taiwan Index Futures and how this stacks up against other offshore Taiwan index futures.

    Key takeaways:
    - Introduction to SGX’s expanded pan-Asian equity derivatives shelf, the growing SGX FTSE Taiwan Index Futures and SGX’s service to facilitate switching of remaining positions.
    - Hear from FTSE Russell on the evolution of global equity markets and take a closer look at the FTSE Taiwan RIC Capped Index.
    - Gain perspective on the future of Asian derivatives with Goldman Sachs.

    In the meantime, you may interested in reading our recent blog on Taiwanese equities: https://www.ftserussell.com/blogs/taiwan-equities-help-drive-performance-emerging-markets-q3

    ***Please note that this webinar is addressed exclusively to investors in jurisdictions where SGX’s products are approved for distribution.***
  • Global Factor review and factor behavior across the economic cycle Recorded: Oct 21 2020 24 mins
    Marlies van Boven, head of investment research, EMEA and Mark Barnes, head of investment research, Americas
    Join us for answers to key questions on factor performance and valuable insight into the drivers of factor returns across regions.

    •How have factors behaved as markets have continued to rise since the COVID sell-off?

    •Momentum has performed well, but
    - what are the risks of momentum now?
    - how do these risks vary across region?

    •Do factors respond to the business cycles assuming a normalised cycle or do we need to take into account regime shifts?

    We’ll frame our analysis within the context of the adjustment in Factor behavior since the post-COVID regime, and draw upon key findings from our October quarterly Market Maps "Factor Indicator" report.
  • Global Factor review and factor behavior across the economic cycle - (APAC) Recorded: Oct 21 2020 23 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Join us for answers to key questions on factor performance and valuable insight into the drivers of factor returns across regions.

    •How have factors behaved as markets have continued to rise since the COVID sell-off?

    •Momentum has performed well, but
    - what are the risks of momentum now?
    - how do these risks vary across region?

    •Do factors respond to the business cycles assuming a normalised cycle or do we need to take into account regime shifts?

    We’ll frame our analysis within the context of the adjustment in Factor behavior since the post-COVID regime, and draw upon key findings from our October quarterly Market Maps "Factor Indicator" report.
  • From LIBOR to SONIA – the role of term rates Recorded: Oct 15 2020 52 mins
    Scott Harman (FTSE Russell); Stuart Giles (Tradition); Ian Fox (Lloyds Bank); Andy Ross (CurveGlobal)
    This webinar will look into the development of (forward-looking) term risk-free rates (RFRs), with focus on SONIA and the UK market. Globally, identified RFRs are overnight rates whereas LIBORs are mainly used in their term form – This difference can be an issue for the transition of certain LIBOR referencing products.

    Experts from the industry will gather with FTSE Russell to discuss
    - where term rates can be of most support to LIBOR transition,
    - evaluate the various indicative options currently available in the UK market, and
    - discuss how things may play out over the next 6-12months.
    - It will also touch on the approaches to term rates in other jurisdictions.

    Please visit our webpage “LIBOR Transition: Update for Issuers and Market Participants” for the latest updates on LIBOR: https://www.londonstockexchange.com/discover/news-and-insights/fixed-income-pulse-libor-transition-update-issuers-and-market-participants

    London Stock Exchange LIBOR Week:
    12-16 October 2020
    Every day at 4.30pm BST (5.30pm CET; 11.30am ET)
    View & register for all 5 webinars here: https://www.lseg.com/resources/libor-events

    The FCA’s official guidance published in Q&A format:
    https://www.fca.org.uk/markets/libor/conduct-risk-during-libor-transition
  • EU Taxonomy – Greening of the Benchmark, harvesting the data field Recorded: Oct 15 2020 59 mins
    Ciara O'Leary, Dechert / Peter Mennie, Manulife Investment Management / Aled Jones, FTSE Russell
    Date: Thursday 15th October
    Time: 3-4pm BST/ 10-11am EST

    Join FTSE Russell and panelists for a discussion on the forthcoming EU Taxonomy directive. By the end of 2021, Financial Products on sale in the EU will have to reference the EU Taxonomy for Sustainable Activities.

    •How can we help investors and asset managers navigate their way to a low-carbon sustainable economy?
    •What do the new performance thresholds and technical screening criteria mean for funds, companies, issuers and investors?
    •How do investment firms demonstrate compliance?

    We will be taking views and discussion points from our panellist experts in the legal and asset management industries.


    Moderator: Catherine Kavanagh, FTSE Russell EMEA

    Panelists:
    Peter Mennie, Global Head of ESG Integration and Research, Manulife Investment Management,
    Ciara O’Leary, Partner, Financial Services and Investment Management, Dechert LLP Dublin
    Aled Jones, Head of Sustainable Investment Europe, FTSE Russell
  • Analytic innovations:Securitized considerations as part of sustainable investing Recorded: Oct 8 2020 56 mins
    Analytics team
    Welcome remarks & key takeaways from day 2 (5mins)

    Presenter:
    • Mikhail Shefter, Head of ISD Analytics Research, London Stock Exchange Group (LSEG)
    ___

    Sustainable investing within securitized markets (20mins)

    • ESG taxonomy in securitized
    • Green CMBS

    Presenters:
    - Katie Prideaux, Fixed Income Analytics Specialist, Sustainable Investment Lead, LSEG
    - Luke An Lu, CMBS Researcher & Modeler, Director, LSEG
    ___

    Panel Discussion: Sustainable investing (20mins)

    • Putting ESG into practice within securitized assets
    • Unique issues for the green CMBS market
    • Predatory lending and servicing behaviours through COVID-19

    Panelist:
    - John Bastoni, Vice President, Breckinridge Capital Advisors
    • Moderator: Maryse Gordon, Business Development Manager, LSEG
    ___

    Conclusion and takeaways (15mins)

    Presenter:
    • Sean Maloy, Head of Analytics Sales Team for the Americas, LSEG

    Thank you for joining this session.

    Click here to view the series:

    October 6:
    Analytic landscape: Impact of COVID-19 and moving forwards:
    https://bit.ly/36wndDR

    October 7:
    Analytic tools and rates: Non-Agency tools and the post-IBOR world:
    https://bit.ly/34iYCQd
  • How are Canadian bond markets adjusting to the Covid world? Recorded: Oct 8 2020 39 mins
    Presenter: Robin Marshall, Director of Fixed Income Research, Global investment Research, FTSE Russell
    Join our Global Investment Research webinar, for an assessment of whether permanent changes in the structure of the global and Canadian economies, after Covid-19, may prevent Canadian bond yields returning to pre-Covid levels.

    During the webinar, we will discuss the performance and macro-economic drivers of conventional, inflation-linked, and corporate bond indexes. across regions.

    Our analysis will be framed by adjustment to the post-Covid regime, Drawing upon key findings from our October 'Canada Fixed Income Insight' report.

    Presenter: Robin Marshall, Director of Fixed Income Research, Global investment Research, FTSE Russell.
    Host: Paul Bowes, country manager and head of Canada, FTSE Russell
  • Analytic tools and rates: Non-Agency tools and the post-IBOR world Recorded: Oct 7 2020 64 mins
    Analytics team
    Welcome remarks & key takeaways from day 1 (5min)

    Presenter:
    • Ming Xue, Head of Analytics Model Development, London Stock Exchange Group (LSEG)
    ___

    Non-Agency models and tools (20mins)

    • Enhanced data processing for CRT, Jumbo near Prime, and Non-QM & MSA Level HPA as a key economic driver

    Presenter:
    Jake Katz, Non-Agency RMBS Modeler, Director, LSEG
    ___

    Impact of IBOR migration (15 mins)
    · Overview of the impact of IBOR transition on the industry and Yield Book
    · Supporting the new risk-free rates: outlining recent developments
    · Commentary on future enhancements

    Presenters:
    - Mikhail Bezroukov, Analytics Product Manager, Rates & Credit Lead, LSEG
    - Sung Joon Moon, Quantitative Research Analyst, Director, LSEG
    - Seunghyeon Son, Quantitative Analyst, Director, LSEG
    ___

    Panel discussion: Reflecting on a post-IBOR world (20mins)
    Panelists:
    - Al Jugoo, Head of Clearing Solutions, SwapClear & Listed Rates, LCH
    - Ameez Nanjee, Vice President, Asset & Liability Management, Freddie Mac
    - Matthew Scott, Senior Vice President Trader; Head, Global Rates, Securitized Assets & Currency Trading, Alliance Bernstein
    • Moderator: Brian Organ, Relationship Manager, Senior Vice President, LSEG

    Please join us on October 8th for more insights from industry experts. October 6th replay is also available. Click here to view and register:

    October 6: Analytic landscape: Impact of COVID-19 and moving forwards
    https://bit.ly/36wndDR

    October 8: Analytic innovations:Securitized considerations as part of sustainable investing
    https://bit.ly/2SnQLLL

    *Please note that no press is allowed for this event.
  • How are bond markets adjusting to the Covid world? For investors in the Americas Recorded: Oct 7 2020 32 mins
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell
    Regime change, or temporary blip: how are bond markets and policymakers adjusting to the Covid world?

    Join our Global Investment Research webinar for an assessment of how changes in the structure of the global economy are driving central bank policy, inflation and bond yields.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed by the bond market adjustment to Covid and will draw on key findings from our October Market Maps "Fixed Income Insight" report.
  • How are bond markets adjusting to the Covid world? Recorded: Oct 7 2020 32 mins
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell
    Regime change, or temporary blip: how are bond markets and policymakers adjusting to the Covid world?

    Join our Global Investment Research webinar for an assessment of how changes in the structure of the global economy are driving central bank policy, inflation and bond yields.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed by the bond market adjustment to Covid and will draw on key findings from our October Market Maps "Fixed Income Insight" report.
  • How are bond markets adjusting to the Covid world? for investors in APAC Recorded: Oct 7 2020 32 mins
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell
    Regime change, or temporary blip: how are bond markets and policymakers adjusting to the Covid world?

    Join our Global Investment Research webinar for an assessment of how changes in the structure of the global economy are driving central bank policy, inflation and bond yields.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed by the bond market adjustment to Covid and will draw on key findings from our October Market Maps "Fixed Income Insight" report.
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  • Title: MARKET BRIEF: Russell 2000 Index Update 4Q16
  • Live at: Jan 31 2017 9:30 pm
  • Presented by: Tom Goodwin, PhD
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