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Global Factor review and factor behavior across the economic cycle. 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.
Recorded Oct 21 2020 24 mins
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Presented by
Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
Presentation preview: Global Factor review and factor behavior across the economic cycle. Americas
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    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
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    They'll address key questions and issues facing investors. November was a great month for Value. Are we on the cusp of a sustained Value rotation? What are the catalysts for a sustained Value reversal?

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    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Join FTSE Russell's Global Investment Research team for 20-minutes to hear their insights on trends in global factor performance.

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    Typical topics that will be covered:

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    • Is it just a global Tech story?
    • How good is Value at picking stocks within industries?
    • Is Value’s performance bad across the entire distribution?
    • The impact of unintended factor exposures
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    • Catalysts for a sustained Value performance

    Our presenters will frame their analysis within the context of the adjustment in Value’s behavior since the post-COVID regime.

    They will also draw upon key findings from our quarterly Market Maps “Factor Forensics” and "Factor Indicator" reports —which they author—and that will be published before the webinar.
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    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Join FTSE Russell's Global Investment Research team for 20-minutes to hear their insights on trends in global factor performance.

    They'll address key questions and issues facing investors. November was a great month for Value. Are we on the cusp of a sustained Value rotation? What are the catalysts for a sustained Value reversal?

    Typical topics that will be covered:

    • The impact of the GFC, QE and COVID-19
    • Is it just a global Tech story?
    • How good is Value at picking stocks within industries?
    • Is Value’s performance bad across the entire distribution?
    • The impact of unintended factor exposures
    • November’s U-turn
    • Catalysts for a sustained Value performance

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    They will also draw upon key findings from our quarterly Market Maps “Factor Forensics” and "Factor Indicator" reports —which they author—and that will be published before the webinar.

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    Robin Marshall, director of fixed income, Global Investment Research
    The "Big" questions and risks facing global bond markets in 2021

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    • How will central banks respond, should inflation spike?

    • Are bond yields at a 40 year turning point?

    • Are credit markets now priced to perfection?

    Spend 30-minutes of your day with Robin Marshall, Director of Fixed Income Research in our Global Investment Research team, to hear his review of key developments in 2020 and expert insights into 2021’s main challenges.

    Robin will draw upon key findings from our monthly Fixed Income Insight "Market Maps" report which he authors, and which will be published shortly before the webinar.

    With a résumé dating over 30 years, Robin has the knowledge to help institutional investors navigate global bond markets to make better informed decisions. His past roles include advising institutional clients on fixed income portfolios and he is an industry-leader in authoring research utilising capital-market analysis.
  • Global bond markets in 2021: The big questions and risks. For investors in APAC Recorded: Jan 13 2021 31 mins
    Robin Marshall, director of fixed income, Global Investment Research
    The "Big" questions and risks facing global bond markets in 2021

    • Will inflation be a major issue?

    • How will central banks respond, should inflation spike?

    • Are bond yields at a 40 year turning point?

    • Are credit markets now priced to perfection?

    Spend 30-minutes of your day with Robin Marshall, Director of Fixed Income Research in our Global Investment Research team, to hear his review of key developments in 2020 and expert insights into 2021’s main challenges.

    Robin will draw upon key findings from our monthly Fixed Income Insight "Market Maps" report which he authors, and which will be published shortly before the webinar.

    With a résumé dating over 30 years, Robin has the knowledge to help institutional investors navigate global bond markets to make better informed decisions. His past roles include advising institutional clients on fixed income portfolios and he is an industry-leader in authoring research utilising capital-market analysis.
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    Themes:
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    - The case for single-country allocation

    Overview:
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    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 Recorded: Dec 9 2020 17 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 Recorded: Dec 9 2020 18 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
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    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
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    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
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    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.
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  • Title: Global Factor review and factor behavior across the economic cycle. Americas
  • Live at: Oct 21 2020 2:00 pm
  • Presented by: Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
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