The past 15 years of ESG indexing and what's next

SEDOL expansion and the evolution of the digital economy

FTSE Russell is joined by special guest Oxford Economics’ Head of global trade services, Lloyd Barton to examine the current and potential future state of the European listed real estate sector.

During this webinar, Lloyd Barton (Oxford Economics) and Dilek Pekdemir (EPRA) will elaborate on the findings of a recently published research paper (download here:https://bit.ly/3iOZhQ0):

• Why the sector is trading at a discount to net asset value (NAV)
• Output losses will be significantly greater than during the global financial crisis over a one-year timeframe. This has negative implications for the performance of property assets that underpin listed real estate prices
• The knock-on impact to employment and incomes from the crisis will also influence the near-term outlook for the performance of listed real estate companies with exposure to residential property.

Speakers:
• Guest expert: Lloyd Barton, Head of global trade services, Oxford Economics
• Speaker: Dilek Pekdemir, PhD, Research manager, EPRA (European Public Real Estate Association)
• Moderator: Catherine Yoshimoto, Director, Product management, FTSE Russell

In the meantime, you may be interested in reading Oxford Economics and EPRA's research report: https://bit.ly/3iOZhQ0

Credit market analysis and scenarios for FTSE Rate Hedged Indexes

Quantitative easing, including first-time high yield buying. Protection against credit default risk. Low, range-bound rates. Join the experts from FTSE Russell and ProShares to better understand fixed income market scenarios and the value of a rate hedge.

The broadening of central bank QE to credit has driven strong credit market returns, even if many challenges remain for policy-makers. FTSE Russell and ProShares are thinking about the Fed, rates and credit spreads. Talk to the experts to unravel what’s happening now and take a deeper look at rate hedged indexes and ETFs in this environment.

A robust discussion on the fixed income markets will be followed by a look at how index construction can drive performance in different market scenarios. ProShares will discuss the ETFs that track these indexes and their potential value in the current market.

Join our presenters:
• Robin Marshall – Director of Fixed Income Research, Global Market Research FTSE Russell
• Jayni Kosoff – Managing Director, Head of Fixed Income ETP Strategy, FTSE Russell
• Simeon Hyman, CFA – Head of Investment Strategy, ProShares

***Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where ProShares’ products are approved for distribution.***

Join our Global Investment Research webinar for analysis and examination of Factor Performance across the globe and the long term shift in Factor Valuations.

Our presenters from the Global Investment Research team, will address key developments and questions including:

• What rotation has there been in factors through the period of COVID-19 volatility?

• What has happened to the valuation of factors in both absolute and relative terms?

• What is driving the divergence in performance between Quality and Value stocks across regions?

They will draw upon data and analysis from our Market Maps “Factor Indicator” quarterly report, to help inform their discussions.

CPD Certified: 0.5 CE Credit

Join our Global Investment Research webinar for analysis and examination of Factor Performance across the globe and the long term shift in Factor Valuations.

Our presenters from the Global Investment Research team, will address key developments and questions including:

• What rotation has there been in factors through the period of COVID-19 volatility?

• What has happened to the valuation of factors in both absolute and relative terms?

• What is driving the divergence in performance between Quality and Value stocks across regions?

They will draw upon data and analysis from our Market Maps “Factor Indicator” quarterly report, to help inform their discussions.

CPD Certified: 0.5 CE Credit

Join our Global Investment Research webinar for analysis and examination of Factor Performance across the globe and the long term shift in Factor Valuations.

Our presenters from the Global Investment Research team, will address key developments and questions including:

• What rotation has there been in factors through the period of COVID-19 volatility?

• What has happened to the valuation of factors in both absolute and relative terms?

• What is driving the divergence in performance between Quality and Value stocks across regions?

They will draw upon data and analysis from our Market Maps “Factor Indicator” quarterly report, to help inform their discussions.

CPD Certified: 0.5 CE Credit

• イールドブックのExcelアドインを通じて、300を超える気候、社会、ガバナンス関連のファクターについて、オンデマンドで気候リスクに関する透明性の高いポートフォリオ分析を実施
• ポートフォリオの現在のカーボン・フットプリント、温度の軌跡、2℃シナリオとのギャップの測定など、気候リスク調整後ポートフォリオおよびベンチマークの分析を実施
• ESGパフォーマンスのスナップショットを提供し、サステナビリティ・レーティングの決定要因を把握し、気候関連財務情報開示タスクフォース（TCFD）や責任投資原則（PRI）などの数多くの開示要件を満たす報告書を自動作成

Risk rally, or risky rally?. Join our quarterly fixed income webinar to get expert insights into the global bond markets post-lockdown and beyond.

Robin Marshall, director of fixed income research, Global Investment Research will address key developments across conventional, inflation-linked, corporate and MBS indexes, and markets, including:

-Is the key message from the Great Lockdown, don’t fight the Fed...

…or have central banks only won the first battle in a long war against recession and deflation?

Is the credit market pricing default risk accurately, given the depth of the recession?

Does the persistence of ultra-low govt. yields, despite the risk rally, suggest transition to lower trend growth rates?

Is helicopter money inevitable?

Robin will draw upon data and analysis from our Market Maps Fixed Income Insight report to inform his discussion, and assessments.

Risk rally, or risky rally?.Join our quarterly fixed income webinar to get expert insights into the global bond markets post-lockdown and beyond.

Robin Marshall, director of fixed income research, Global Investment Research will address key developments across conventional, inflation-linked, corporate and MBS indexes, and markets, including:

- Is the key message from the Great Lockdown, don’t fight the Fed...

…or have central banks only won the first battle in a long war against recession and deflation?

- Is the credit market pricing default risk accurately, given the depth of the recession?

- Does the persistence of ultra-low govt. yields, despite the risk rally, suggest transition to lower trend growth rates?

- Is helicopter money inevitable?

Robin will draw upon data and analysis from our Market Maps Fixed Income Insight report to inform his discussion, and assessments.

*This webinar qualifies for 0.5 PL credit under the guidelines of the CFA Institute Professional Learning Program.

Hear from both BMO and FTSE Russell as BMO launches its bespoke monthly Canadian Fixed Income report

FTSE Russell and BMO Global Asset Management are pleased to join forces for a webinar launching a new co-branded monthly report from BMO providing timely commentary and data on BMO fixed income ETFs and the broad Canadian Fixed Income market.

Robin Marshall, Director of Fixed Income Research, FTSE Russell, and author of the new report, will be joined by Mark Raes, Head of Product Management, BMO ETFs to discuss:
• Key developments in the Canadian bond market post-lockdown including QE and the Canadian credit conundrum
• Shifts in yields, spreads and curves across Canadian government and corporate indexes
• Analysis of key macro-economic drivers and market performance
• Insights into the Institutional use of Fixed Income ETFs

Join the conversation:
• Robin Marshall – Director of Fixed Income Research, Global Market Research, FTSE Russell
• Mark Raes, CFA, MBA – Head of Product Management & ETF Business Development, BMO Global Asset Management

Risk rally, or risky rally?. Join our quarterly fixed income webinar to get expert insights into the global bond markets post-lockdown and beyond.

Robin Marshall, director of fixed income research, Global Investment Research will address key developments across conventional, inflation-linked, corporate and MBS indexes, and markets, including:

- Is the key message from the Great Lockdown, don’t fight the Fed...

…or have central banks only won the first battle in a long war against recession and deflation?

- Is the credit market pricing default risk accurately, given the depth of the recession?

- Does the persistence of ultra-low govt. yields, despite the risk rally, suggest transition to lower trend growth rates?

- Is helicopter money inevitable?

Robin will draw upon data and analysis from our Market Maps Fixed Income Insight report to inform his discussion, and assessments.

Join our webinar to gain expert insight into key developments in the Canadian bond market post-lockdown - Canadian fixed income, QE and economic recovery.

Robin Marshall, director of fixed income research, Global Investment Research, will address main developments in Canadian credit, government, and provincial bond markets, including:

Financial conditions, and the prospects for economic recovery.

Is the investment conclusion from Q2 “don’t fight the Bank of Canada?"

Are Canadian government bonds turning Japanese?

The COVID-19 credit conundrum – why has high yield outperformed?

Robin will draw upon data and analysis from our Market Maps Canadian Fixed Income Insight report to inform this discussion.

The Johannesburg Stock Exchange (JSE) and the leading index provider FTSE Russell are extending their existing equity index partnership to include fixed income – combining JSE's regional expertise in Africa and the exchange’s market standard bond prices, with FTSE Russell’s world-class fixed income index expertise and multi-asset capabilities.

Join the CEO of FTSE Russell and the Director of Information Services of the JSE, as well as fixed income experts from FTSE Russell as they discuss the characteristics of the enhanced index offering, the opportunities the partnership will bring to the market, and what it can do for investors locally and internationally.

Presenters will touch on South Africa’s evolving debt market, the trends in Fixed income investing, and deliberate what lies ahead for this market against the backdrop of a global pandemic.

Ahead of this webinar, you may be interested in the following announcement and microsite:
- Press release: FTSE Russell and JSE launch fixed income indexes [www.ftserussell.com/press/ftse-russell-and-jse-launch-fixed-income-indexes]
- FTSE/JSE Africa Indexes [www.ftserussell.com/products/indices/jse]

今回のオンラインセミナーにて、新型コロナウイルスがグローバル株式および債券市場に及ぼす継続的な影響についての重要な洞察をご提供いたします。
FTSE Russellアジア・パシフィックリサーチ・ヘッドの田村浩道より、「マーケットマップ」レポートからの主要な観察を利用し、ロックダウン後の市場について語ります。
- バリエーション、予想利益、財政状況などの市場要因に対する新型コロナウイルスの継続的な影響は？（「良いもの、悪いもの、醜いもの」に分類）
- 主要なマクロリスクとは、何が織り込まれているのか？
- 債券市場から伝えられるメッセージとは？
- マーケットローテーションはどのようにファクターリターンに影響を与えたか？

Supported by the CFA Society Japan

COP26: Investor Action on Climate Webinar Series

We would like to invite you to the second of our three part webinar series in partnership with LSEG & PRI. The webinars aim to build momentum ahead of COP26 taking place in Glasgow 2021. Given the challenges society, economies & the world face in coming out of COVID-19 it is critical for investors to address potential crises of the future & their role to achieve green growth & recovery.

Webinar 2: 30 June 2020 - 9-11am BST / 10-12pm CEST / 4-6pm HKT

AGENDA

Welcome
David Schwimmer, CEO, London Stock Exchange Group

Keynote Discussion: Supporting innovation and driving climate transition
Moderator: Fiona Reynolds, CEO, PRI
David Schwimmer, CEO, London Stock Exchange Group
David Blood, Co-Founder, Generation Investment Management
Mark Carney, UN special envoy for climate and finance, Former Governor of the Bank England and the UK Prime Minister’s Finance Advisor for COP26

PRI State of Investor TCFD reporting
Edward Baker, Senior Specialist, Climate and the Energy Transition, PRI

Panel: Measuring the Transition: Carbon targets and Portfolio Metrics
Chair: Jaakko Kooroshy, Head of Data & Methodologies, Sustainable Investment, FTSE Russell
Dr. Rory Sullivan, Visiting Professor, London School of Economics & CEO Chronos Sustainability
Stephanie Pfeifer, CEO, IIGCC
Sylvain Vanston, Group Head of Climate & environment, AXA group

Panel: How can investors help to drive the transition
Chair: Sagarika Chatterjee, Director of Climate Change, PRI & COP26 High-Level Champions Team member
Adam Mathews, Director of Ethics and Engagement, Church of England Pensions Board
Meaghan Muldoon, Managing Director, Global Head of ESG Integration, BlackRock
Stephanie Maier, Director, Responsible Investment Specialist, HSBC Global Asset Management
Crystal Geng, Director ESG, Ping An Insurance
Claudia Kruse, Managing Director Global Responsible Investment & Governance, APG Asset Management

The story about a growing gap between the largest and smallest US stocks.

The annual Russell US Indexes reconstitution, happening like clockwork every year in June, is a report card of sorts for the US equity markets. And with approximately $9Tn in investor assets tracking the Russell US Indexes, the event is closely watched by key market participants.

The 2020 Russell US Indexes Reconstitution, which began with Rank Day May 8th and concludes June 26th, underscores a notable divergence between the large and small ends of the US equity market.

In a year in which total US market capitalization decreased by 1%, the market cap of the 10 largest US companies increased by more than 23%. In fact, three companies (Microsoft, Apple & Amazon), surpassed $1Tn in size as of May 8th Rank Day.

On the eve of its annual US index rebalance, FTSE Russell has gathered market participants to examine the upcoming event.

Ahead of this webinar, you may be interested in reading our recent related blogs:
- What explains the recon cap gap? www.ftserussell.com/blogs/what-explains-recon-cap-gap
- Big getting bigger and small getting smaller: www.ftserussell.com/blogs/what-explains-recon-cap-gap
- Experts share perspectives on the annual Russell reconstitution: www.ftserussell.com/blogs/experts-share-perspectives-annual-russell-reconstitution

FTSE Russell and Direxion ETFs come together to discuss large cap hyper growth.

FTSE Russell will discuss large cap hyper growth in volatile markets and takes a deep dive into the methodology to understand the factor influences that determine index constituents of the Russell 1000 Hyper Growth Index.

Direxion will look at growth exposure, the metrics that matter in long term portfolio construction, and their new ETF market entrant.

Ahead of this webinar, you may be interested in reading our recent related blog:
- "The growth, quality and momentum trifecta": www.ftserussell.com/blogs/index-idea-growth-quality-and-momentum-trifecta

*** Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where Direxion’s products are approved for distribution. ***