Name: US small caps' volatility & the global pandemic
Start: 2020-05-12T14:00:00Z
End: 2020-05-12T14:43:58.000Z
Location: BrightTALK
Rating: 4

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 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 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 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.

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

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

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.

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 EMEA/Americas: Your Quarterly Deep Dive

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

How the Russell Indexes deliver an objective view of the ever-changing US equity market.

Russell Reconstitution, which occurs each year in June, is a top-to-bottom recalibration of the US equity market benchmarks and the membership of the entire Russell series of indexes. Reconstitution ensures that the indexes continue to accurately reflect the current state of equity markets and their market capitalization segments (large cap, mid cap, small cap, micro-cap), industry breakdowns and style structure. Given this continual evolution of the equity markets, the annual Russell Reconstitution:

- Ensures the Russell Indexes deliver an objective, accurate and transparent view of the equity opportunity set
- Establishes new thresholds for market capitalization size segments
- Adjusts where companies lie along the growth/value and defensive/dynamic style continuums

This highly anticipated event is closely tracked by professional money managers as they rebalance their portfolios with the goal of minimizing unwanted benchmark risk. Other close observers include brokerage houses, who, in the weeks leading up to Reconstitution, prepare for large blocks of trades by researching and reporting on the shifts that may occur, managing their inventory accordingly.

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

Russell US: Mapping the US Equity Market since 1984  [a webinar with iShares]

Dividends are a tool that both income-seeking and capital growth-seeking equity investors can use. As populations are aging in most developed countries, as well as in large emerging nations such as China, the investment priorities of people nearing or in retirement tend to be skewed more toward income-generation and capital preservation than capital appreciation.

These issues, in turn, have fuelled a global investor flight to less volatile, perceived ‘safer’ assets, driving demand for government bonds, higher-quality corporate credit and stable, high-dividend-paying equities.

Additionally, the yield that dividends can add to a portfolio cannot be underestimated by investors who are looking for capital growth, as dividends represent a significant part of total return. Over the past ten years, reinvested dividend income has accounted for approximately 50% of returns of the FTSE All-Share and the EURO STOXX indices, on average.

A quality overlay can further improve the yield of an equity income strategy by avoiding speculative growth and value traps with poor fundamentals and weak growth prospects.

Join experts from Legal & General Investment Management’s ETF team and FTSE Russell as they discuss:
• How to identify equity with strong dividend characteristics
• The construction of the FTSE Dividend Growth with Quality Index Series
• Perspectives for global equity income
• Potential benefits of achieving such exposure via an ETF

* Note that this webinar is addressed exclusively to professional investors in EMEA and/or jurisdictions where the mentioned investment products are approved for distribution.

Quality that counts: Analysis of FTSE Dividend Growth with Quality Index Series

How the Russell Indexes deliver an objective view of the ever-changing US equity market.

Russell Reconstitution, which occurs each year in June, is a top-to-bottom recalibration of the US equity market benchmarks and the membership of the entire Russell series of indexes. Reconstitution ensures that the indexes continue to accurately reflect the current state of equity markets and their market capitalization segments (large cap, mid cap, small cap, micro-cap), industry breakdowns and style structure. Given this continual evolution of the equity markets, the annual Russell Reconstitution: 

- Ensures the Russell Indexes deliver an objective, accurate and transparent view of the equity opportunity set
- Establishes new thresholds for market capitalization size segments
- Adjusts where companies lie along the growth/value and defensive/dynamic style continuums

This highly anticipated event is closely tracked by professional money managers as they rebalance their portfolios with the goal of minimizing unwanted benchmark risk. Other close observers include brokerage houses, who, in the weeks leading up to Reconstitution, prepare for large blocks of trades by researching and reporting on the shifts that may occur, managing their inventory accordingly. 

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

Russell US Reconstitution: mitigating risk with derivatives

Green investment needs to scale rapidly to limit the rise of global temperatures to 1.5°C, with recent studies estimating that between US$109-275 trillion is required by 2050. The result is a green economy that is substantial and growing, representing 7.1% of global listed company market capitalisation and presenting a $7 trillion investment opportunity according to FTSE Russell research.

Growing the green economy is important for participants across the financial ecosystem and is driven by public and private investments. LSEG is helping drive the growth of the green economy through the provision of data and market infrastructure, enabling investors to identify and act on investment opportunities.

Join this upcoming webinar to hear our panel of experts discuss:
• What will the world look like in 2050 and what needs to be done to reach the set targets 
• The current green economy landscape – where are the key opportunities, in which sectors and how will any challenges need to be overcome?
• How are companies and investors are using green revenues data to reach their specific goals?
• How to implement effective, decision useful ESG disclosures that reflect investor needs and regulatory requirements

Speakers:
Jane Goodland, Group Head of Sustainability, LSEG (Moderator)
Lily Dai, Senior research Lead, Green Economy ESG, FTSE Russell
Amy Smith,  Senior Manager, Sustainable Finance, London Stock Exchange

Driving investment to enable the green economy

Appetite for ESG metrics in the mortgage-backed securities sector is gaining momentum, but finding relevant and quantitative approaches to this complex sector remains a challenge, as does identifying the resultant impact of this integration to financial risk and return of portfolios.

Yield Book’s latest research shows that our proprietary metrics identifying Responsible Lending and Responsible Servicing behaviors can provide significant value and deeper insights when integrated into MBS workflows. 

Join us to discuss our ESG framework for securitized assets and our research on May 23rd at 10:00 ET / 15:00 BST for a live webinar presentation and Q&A. The session will cover the following: 
• Recap of Yield Book’s ESG framework and principles of our approach;
• Evidence for the linkage between ESG metrics on US Agency RMBS and prepayment speeds;
• Discussion of dispersion among ESG-aligned cohorts of total returns, WALA ramps and S-curves.

Presented by:
- Katie Prideaux, Sustainable Investment Analytics Lead
- Marina Manoim, Quantitative MBS Data Modeling Lead
- Irene Shi, Data Analyst Manager

ESG’s impact on MBS performance

After proving its resilience during the 2020 pandemic, the Collateralized Loan Obligations (CLOs) market now faces pressures from rising interest rates and growing downgrade concerns. With credit and collateral conditions deteriorating in 2023, how are the CLOs set to weather this storm?

Please join us for our webinar on 16 May 2023 at 15:00 UK/10:00 ET to learn about:
- Current market trends, emerging themes, potential risks, and challenges facing CLOs.
- Yield Book’s new CLO credit model
- The methodology and drivers of the new CLO Credit Model
- Demo of the CLO Credit Model prototype


Presented by:
- Luke Lu, Head of CMBS/CLO Research and Quantitative Modeling, Yield Book, an LSEG Business
- Loy Weng, CLO Quantitative Researcher, Yield Book, an LSEG Business
- Anton Karnaukh, Quantitative Developer, Research, Yield Book, an LSEG Business

How have CLOs fared in the rising interest rates environment?

We are living through a historical time of unprecedented market volatility with US small caps among the most volatile of asset classes, with traders and investors questioning how to make sense of the markets and develop a strategy for today and tomorrow.
 
- Will the roller coaster ride continue for US equity markets and small caps in particular?
- Is now the right time to stay invested or invest in US small caps?
- What tools and strategies can I use to help manage the ups and downs?
 
Leading global index provider FTSE Russell is joined by special guest Jefferies US Small & Mid Cap Equity Strategist Steven DeSanctis and index derivatives partners Cboe Global Markets and CME Group to examine the current state of the small cap equity market and practical strategies and tools for managing through unprecedented levels of market volatility. 
 
The panel of speakers will cover a wide range of topics including:
- The current market environment for US small caps 
- Historical perspective on US small cap performance in significant market downturns
- Practical investment and protection strategies for addressing market volatility
 
The panel will speak for 15-20 minutes and leave plenty of time for questions from webinar participants.

*** Please note that this webinar is addressed exclusively to investors in the USA and/or jurisdictions where Cboe’s, CME’s and Jefferies’ products are approved for distribution. ***

US small caps' volatility & the global pandemic

US Equities

Derivatives

US small cap equity

CBOE

CME Group

FTSE Russell

Jefferies

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US small caps' volatility & the global pandemic

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