Name: 2020 Investment Outlook
Start: 2019-12-11T10:00:00Z
End: 2019-12-11T10:00:30.000Z
Location: BrightTALK
Rating: 4.17

FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies.

Join members of our Global Investment Research team, to hear the answers to key questions facing investors in fixed income markets.

Global & Regional Fixed Income Insights: Quarterly Deep Dive - EMEA/Americas

Join members of our Global Investment Research team, to hear the answers to key questions facing investors in fixed-income markets.

Global & Regional Fixed Income Insights: Your Quarterly Deep Dive - APAC region

Join members of our Global Investment Research team, to hear the answers to key questions facing investors in Canadian fixed income markets.

You will hear actionable insights on currency-adjusted performance, macro drivers, shifts in yields, spreads and curves across conventional, inflation-linked, and corporate bonds within the Canadian fixed income market. 

The discussion will draw upon key findings from our Fixed Income Insights (Canada) report, published shortly before this webinar.

Canada Fixed Income Insights

Join our Global Investment Research team to hear the answers to key questions facing equity factor investors.  Get actionable insights on performances, industry exposures, macroeconomic rotation drivers and valuations across factors from a global and regional perspective.

The discussion will draw upon key findings from our quarterly Market Maps Equity Factor Insights report.

Equity Factor Insights - Your Quarterly Deep Dive: EMEA/Americas Timezone

Equity Factor Insights - Your Quarterly Deep Dive: APAC Timezone

Join us for the first in our series of quarterly sustainable investment insights webinars where we will review investment outcomes through the lens of our sustainable investment index strategies including global equities, fixed income and our TPI Climate Transition indices.

The discussion will draw upon key findings from our quarterly Sustainable Investment Insights reports published shortly before this webinar.

Sustainable Investment: Strategy outcomes for equities and fixed income

Join our webinar for analysis on global equity and fixed-income markets with members of our Global Investment team who will examine financial market drivers, including:

Growth, inflation, monetary policy expectations and financial conditions
The profit and valuation cycle
The credit cycle
Factor rotation
The status of market sentiment.

The discussion will draw upon key findings from our Performance Insights, Fixed Income Insights, Asset Allocation Insights and other reports, research papers and market commentary published shortly before this webinar.

Global equities and fixed income markets outlook: EMEA/Americas Timezone

Join our webinar for analysis of global equity and fixed-income markets with members of our Global Investment team who will examine financial market drivers, including:

 - Growth, inflation, monetary policy expectations and financial conditions
 - The profit and valuation cycle
 - The credit cycle
 - Factor rotation
 - The status of market sentiment.

The discussion will draw upon key findings from our Performance Insights, Fixed Income Insights, Asset Allocation Insights and other reports, research papers and market commentary published shortly before this webinar.

Global equities and fixed income markets outlook: APAC Timezone

Join members of our Global Investment Research team, to hear the answers to key questions facing investors in fixed income markets:

• Does the recent inflation shock mean the era of zero interest rates is over? 
• Have markets re-entered a world of higher policy rates in which investor focus will shift away from duration, and back to maximising carry, yield and re-investment income?
• How would a deep debt deflation in China impact the global fixed income outlook?
• Do labour shortages and steeper Phillips curves mean central banks will be forced to raise inflation targets, to prevent deep recessions?

You will hear actionable insights on global yield curves and credit spreads, across sovereign, inflation-linked and corporate indices, and FX-adjusted return performance using data from our global fixed income indices. 

The discussion will draw upon key findings from our Fixed Income Insights report published shortly before this webinar.

Global & Regional Fixed Income Insights: quarterly deep dive - EMEA/Americas

2024年1月に開始される新NISAに向け各運用会社の取り組みが活発化しており、とりわけインデックス・ファンド市場に注目が集まっています。長期の資産形成に向けて個人投資家の増加が期待される中で、運用会社にはどのような対応が求められているのでしょうか。

本ウェビナーでは、インデックス・ファンド市場の現状と課題を考えながら、米国大型株の代表的なインデックスであるRussell 1000米株インデックスを深堀し、長期の安定的なパフォーマンス実現に向けた新たな選択肢をご提案します。お忙しい時期とは存じますが、皆様のご参加をお待ちしております。

日本語逐次通訳付。

Russell 1000米主要株指数がNISAに最適な3つの理由

Physical climate risks are significantly impacting issuers, investors and borrowers across the US; GSEs are holding an estimated $6trn in debt that does not price flood risk*, and large home insurers are withdrawing from key states exposed to wildfires and hurricanes to limit losses**, leading to a rise of 21% in home insurance costs to US home-owners since 2015, difficulty in obtaining mortgages and widespread reliance on insurers of last resort.

Measuring and understanding your holdings’ risks to these hazards is therefore of key importance, and we are pleased to announce our launch of our Physical Climate Risks in MBS solution to help.

The webinar will discuss:
• The importance and impact of considering physical climate risks in property risk assessments 
• Global climate models – what are they, and how to use exposures in a financial context
• Our recent research showing the significant impact of inland flooding on prepayment speeds and valuation in CMBS.

Hosted by Katie Prideaux, Director, Sustainable Investment Analytics, joined by our guest speakers:
• Josh Gilbert, CEO at Sust Global
• Malea Figgins, Research Analyst at TCW Group
• Loy Weng, Senior Quantitative CMBS Researcher at Yield Book Analytics, An LSEG Business

* Mortgage Finance and Climate Change: Securitization Dynamics in the Aftermath of Natural Disasters (nber.org)
** Insurers withdraw from riskiest areas as threats from climate change grow: NPR

Wildfires, floods and hurricanes: Climate chaos’ unexpected impact on MBS

Founded in 2002, Research Affiliates® (“RAFI”) has been a leader in smart beta and asset allocation for over 20 years. RAFI’s investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman.

As of Dec. 31, 2022, assets under management benchmarked to the two RAFI index series calculated by FTSE Russell were in excess of $78 Billion.

Research Affiliates’ three core beliefs:
• investor preferences are broader than risk and return,
• prices vary around fair value, and
• a lack of conviction prevents investors from exploiting long-term value.

Please join Research Affiliates' Founder and Chairman, Rob Arnott as he discusses the Fundamental Index story along with Eliot Bishop, Senior Investment Portfolio Strategist, of Charles Schwab and Co, Inc. This discussion will be moderated by Ryan Sullivan (Head of Buy Side, Americas, FTSE Russell).

**Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where Schwab products are approved for distribution. The ETFs presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Schwab is not affiliated to FTSE Russell or LSEG.**

"RAFI Rocks": Discussing the Fundamental Index® story with Charles Schwab

USD LIBOR will cease on June 30. Refinitiv's Head of LIBOR Transition and Rates Benchmarks joins Mortgage and regulatory experts from Mayer Brown and Refinitiv to answer questions about the transition.

MBA Education Hosts: LIBOR and the Impact on Legacy ARMs

Join members of FTSE Russell's Global Investment Research team for their quarterly deep-dive into global and regional equity factors to: 
• Catch up on the many twists and turns in equity factor performance this year 
• Get the details behind Value’s renewed strength and how it played out globally, particularly vs Quality
• Learn what impact waning banking-sector turmoil and AI fever had on factor leadership this past quarter 
• See where factor valuations and the Quality/Value premium stand now 

You'll hear actionable insights on performances, industry exposures, macroeconomic rotation drivers and valuations across factors from a global and regional perspective.

The discussion will draw upon key findings from our quarterly Market Maps Equity Factor Insights report.

Equity Factors: driven by multiple drivers in Q2, 2023

The private label CMBS market is no stranger to financial storms from the Great Financial Crisis in 2008 to the recent unprecedented lull in issuances in the post-pandemic era. In today’s rising interest rate environment, CMBS and CRE investors are increasingly concerned about the credit quality and potential unrealized losses of their holdings. 

Yield Book would like to take this opportunity to present a new Non-Agency CMBS model that can enable you to gain deeper market insights through precise and granular level credit analyses.

Join our webinar, which will cover:
- Current market trends, major concerns and challenges facing private label CMBS (including most recently the office sector)
- The methodology and drivers of the Non-Agency CMBS Credit Model
- Demo of the Non-Agency CMBS Model in Yield Book Classic and the Add-In

Presented by:
o Luke Lu, Head of CMBS Research and Quantitative Modeling
o Tadvana Narayanan, Senior CMBS & ABS Product Lead

Using Yield Book’s Non-Agency CMBS Credit Model to gain deeper insights

Global Markets Research, FTSE Russell.
(Session for investors based in EMEA)

In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

Key discussion points:

• Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
• Appraising the current economic, profit, valuation and financial conditions market drivers.
• Exploring what’s priced in and what could surprise in 2020.

2020 Investment Outlook

Macro Economics

Equities

Fixed Income

Investment Management

Investment Strategy

Global Bonds

Global Markets

Asset Allocation

Asset Management

Risk Management

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

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Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

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European Investors

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Institutional Investors

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

CFO Strategy

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

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2020 Investment Outlook

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