NYSE issuers are working to provide the latest information and analysis for the ETF industry in light of the changing economic landscape through educational webinars, podcasts, videos and articles.
| Date | Time | Issuer | Description | Link |
|---|---|---|---|---|
| Daily | 12:00 PM ET | AdvisorShares | Daily special guest on the AlphaNooner show | |
| 12/1/22 | 1:00 PM ET | Capital Group | CG will host a webinar on "Bond market opporunities in 2023", which will feature a discussion on today's reinviforated bond market. |
| Type | Issuer | Topic | Description | Link |
|---|---|---|---|---|
| Article | DoubleLine | The Case for Public Credit in Today's Environment | This year has been a historically tumultuous period for fixed income. The combination of persistently high inflation, hawkish central bank policy and elevated interest-rate volatility has contributed to higher U.S. Treasury yields and wider credit spreads. The drawdowns endured in the fixed income market over the past year have given way to an investment opportunity set not seen in over a decade. | |
| Article | DoubleLine | Fixed Income Positioning for the Fourth Quarter and Beyond | Through the first three quarters of the year, shorter-duration sectors outperformed as the Treasury curve repriced higher due to a hawkish Fed steadfast on combating persistently high inflation. While shorter-duration sectors have provided some respite, 2022 has been one of the most challenging years for fixed income investors. | |
| Article | DoubleLine | Agency MBS: No Pain, No Gain | While it has been painful to get to where we are today, going forward DoubleLine is positive on Agency MBS performance broadly as spreads have widened to historically cheap levels. Further, should the U.S. enter a recession, the government-backed nature of Agency MBS could contribute to relative outperformance versus credit-sensitive corporate bonds | |
| Article | SS&C ALPS Advisors | Clean Energy Sustains Recent Momentum with Strong Growth Prospects | Last week, the ALPS Clean Energy ETF (ACES) outpaced weak US equities as clean energy stocks reported impressive earnings, despite macro headwinds | |
| Article | SS&C ALPS Advisors | The Value Tide Is Showing Up in Better Relative Earnings than Growth Stocks | Last week, the ALPS Sector Dividend Dogs ETF (SDOG), a deep value portfolio of high-yielding large-cap stocks, outperformed the S&P 500 Index by over 100 bps as the mega-cap “tech wreck” gained momentum following several earnings misses and lowered fiscal year guidance. | |
| Article | DWS | Turning your high yield portfolio | Get a better understaning of the tools avaliable to tune their high yield allocation in an inflationary environment | |
| Article | THOR Financial Technologies | A New Issuers Perspective of the ETF Ecosystem | A New Issuers Perspective of the ETF Ecosystem | |
| Article | WBI | Markets, Bear Market, Risk Management | The third quarter started with renewed investor optimism but ended with a crushing reminder that the worst is yet to come. Maintaining the largest capital base possible through a bear market cycle is the most powerful way to unleash capital growth and compounding in powerful bull market recoveries that will eventually occur. | |
| Article | VanEck | Sustainable Investing: Align Returns with Higher Aspirations | VanEck’s sustainability-related solutions incorporate many of the UN’s Sustainable Development Goals, thus enabling investors to choose investments that reflect their values and concerns. | |
| Article | VanEck | Income Returns to Fixed Income Investing | Carry has come back to the fixed income market and is higher as you move farther out the credit risk curve. | |
| Article | VanEck | Think Inflation’s Ending? Think Again. | We believe the market remains overly optimistic about the return to 2% inflation by 2024. Previous inflationary regimes suggest this may not be realistic. | |
| Article | VanEck | Gold’s Bearish Trend Ready to Reverse? | The gold market was overwhelmed by the relentless strength of the dollar, however there are a number of catalysts that may enable gold to break out of its bearish trend. | |
| Article | State Street Global Advisors | Optimizing Trade Execution for ETFs of All Levels of Liquidity | As a liquidity leader, we are focused on providing resources to help assess ETF liquidity and evaluate different execution strategies for ETFs, regardless of liquidity profile. Colin Ireland shares his insight. | |
| Article | State Street Global Advisors | Comparing Gold to Other Alternative Investments | Investors have often used gold tactically in their portfolios, but its function as a core diversifying asset during a variety of business cycles may demonstrate that gold can potentially play a more long-term strategic role. | |
| Article | State Street Global Advisors | Is it Next Year Yet? Lean Into Market Risks to Build a Bridge to 2023 | With many asset classes down and multiple risks impacting sentiment, 2022 feels like the year that won’t end. Focusing on what has worked and where risks are lower may help investors get to 2023. | |
| Article | State Street Global Advisors | Harvest Bond Losses and Pivot to Active | When harvesting losses in bond portfolios, consider swapping into an active fund. | |
| Article | State Street Global Advisors | Making It Plain: Our Asset Stewardship Approach | Asset stewardship can be a powerful tool for adding value in portfolios, but our experience has taught us that a pragmatic approach leads to a more effective stewardship program. | |
| Article | State Street Global Advisors | Investor Sentiment: Is the Worst Over for Bond Investors? | Track bond investor behavior and trends across tens of thousands of fixed income portfolios. | |
| Article | DoubleLine | U.K. Debt Crisis | DoubleLine's Bill Campbell performs an autopsy on the backfiring of the U.K.’s attempt to revive debt monetization, sees a warning for G-7 leaders who might be tempted, as economies slow, to revive this outdated monetary strategy in times of high inflation. | |
| Article | DoubleLine | Opportunities in the Bond Market | It's the Best Time for Bonds in More Than a Decade says DoubleLine Deputy CIO Jeffrey Sherman in this one-on-one interveiw with Jane Wollman Rusoff of Think Advisor. | |
| Article | DoubleLine | DoubleLine Firm Overview and Macro Outlook | Striving to Deliver Better Risk-Adjusted Returns, an interview with DoubleLine Deputy CIO Jeffrey Sherman | |
| Article | DoubleLine | Trend Following for Portfolio Diversification | In a research paper published Oct. 27, 2022, DoubleLine Deputy CIO Jeffrey Sherman and Quantitative Analyst Eric Dhall explore the theory of market-return momentum and the applied results of trend-following indexes. Then they introduce the DoubleLine Multi-Asset Trend Strategy | |
| Article | DoubleLine | Debt, Currency and Inflation Crises | Bill Campbell performs an autopsy on the backfiring of the U.K.’s attempt to revive debt monetization, sees a warning for G-7 leaders who might be tempted, as economies slow, to revive this outdated monetary strategy in times of high inflation. | |
| Whitepaper | ASYMmetric ETFs | ASYMmetric Risk Management Technology | Measures, monitors and manages market risk. | |
| Whitepaper | FlexShares | The Race to Scalability 2022 | Current Insights from Advisor Research on Investment Management Trends | |
| Whitepaper | Janus Henderson Investors | CLOs - floating rate securities | Portfolio Managers discuss how adding floating-rate collateralized loan obligations (CLOs) to traditional fixed-rate bond portfolios may improve risk-adjusted returns. |
| Type | Issuer | Topic | Description | Link |
|---|---|---|---|---|
| Video | DoubleLine | FOMC and Macro | DoubleLine CEO Jeffrey Gundlach joins CNBC's Scott Wapner for an exclusive interview following the FOMC rate decision and Fed Chair Powell's press conference. | |
| Video | DoubleLine | Fed, Midterms and Macro | DoubleLine CEO Jeffrey Gundlach joins David Rosenberg of Rosenberg Reseach to discuss the Fed, QT, bond market and outlook for the economy. | |
| Video | Simplify | Entering the Fall Thought Leadership Event | The event gathered a select group of financial and economic thought leaders, innovators, and industry professionals for conversations on the current investment outlook, product landscape, and regulatory backdrop. | |
| Video | Simplify | Simplify Market & Strategy Update October 2022 | Paul Kim and Michael Green provided an update on today’s major market themes as well as discussed the performance and positioning of some of Simplify’s flagship strategies. | |
| Video | DoubleLine | Bonds and Inflation | DoubleLine Deputy CIO Jeffrey Sherman joins CNBC's Michael Santoli to discuss the bond market as the Fed battles inflation. | |
| Video | DoubleLine | The Sherman Show Podcast | Ashok Varadhan, Global Co-Head of the Global Markets Division, Goldman Sachs, discusses among other subjects the implications of global de-leveraging, policy lessons from the U.K., dollar dominance and his outlook for equities and credit. | |
| Video | DoubleLine | PS Perspectives | In episode two of PS Perspectives, DoubleLine Product Specialists Chris Stegemann and Colin Callahan dig in to the U.S. high yield corporate credit market during one of the worst years for fixed income markets globally. | |
| Video | DoubleLine | Ch11 News | Channel 11’s Ken Shinoda welcomes Dr. Lindsey Piegza, chief economist and managing director at Stifel, to discuss the state of the U.S. economy and just what the Federal Reserve is up to. |