Denise Chisholm

T+1 impacts the entire trade lifecycle and adds additional complexity for ETF issuers and firms with significant FX exposures. Learn how we are helping clients adapt to accelerated settlement: https://lnkd.in/gFz5NCi6

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Surprise❗ The economy stuck the rare soft landing. But now risks are building. Check out 3 strategies to position portfolios for the changing economy in our 2024 Midyear #ETF #MarketOutlook: http://ms.spr.ly/6047YmuoN

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Join us at this year’s Fixed Income Leaders Summit as we discuss various up-to-date industry themes, such as how to best assess the latest in emerging markets liquidity, electronification and opportunities in 2024. We will be addressing critical questions, including: ✅ What are the high-growth countries and regions and how can you pinpoint opportunities for your portfolio?    ✅ How has the reopening of China played into emerging market drivers?   ✅ Are we close to the end of the tightening cycle across EM markets and what does this mean for alpha generating opportunities?   ✅ How will the further development of all-to-all trading choices for these markets accelerate investment opportunities?   Check out our panelists:   Chris Magnus | MetLife Investment Management Sarah Leshner Carvalho | Capital Group Dan Green, CFA | AllianceBernstein  Ludvig Soderling | Caisse de dépôt et placement du Québec (CDPQ) Moderator: Marie Vrakking | Independent Expert Register here: https://lnkd.in/e7QfjErA Thanks to our lead sponsor: FMX Futures Exchange Along with our current principal sponsors: Bank of America, Citadel Securities, ICE , J.P. Morgan, Jane Street, LTX, A Broadridge Company, MarketAxess, Morgan Stanley, S&P Global, LSEG (London Stock Exchange Group) and Tradeweb #FILS #FixedIncome #Trading #BuySide #Innovation

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Updated weekly, Weekly Flows Reports provides an in depth look at ETF flows across all asset classes over the past week. The FREE report will be released every Monday morning and can be access via the ETF Action homepage along with the Daily Data Pack, the Category Spotlight, and the Video Insights. Highlights from this week's Weekly Flows Report Equity: U.S. Large Cap Blend ETFs gathered more than $8.5 billion in net inflows last week The Fixed Income: Taxable - Government Long category also saw $2.3 billion in net inflows for the week The Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) saw the largest net outflows amongst U.S. Size & Style ETFs with nearly $2 billion The Health Care Select Sector SPDR Fund (XLV) gathered $498 million in net inflows The SPDR S&P Homebuilders ETF (XHB) led thematic ETFs in net inflows with $113 million while the ARK Innovation ETF (ARKK) saw $103 million in net outflows For Fixed Income ETFs, the iShares 20+ Year Treasury Bond ETF (TLT) saw another $1.9 billion in net inflows to view the entire report please see the image below www.etfaction.com - Free Investing tools Sign up for our daily note: https://lnkd.in/ez29Dap #investing #etfinvesting #ETFs

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Our Head of ETFs, Matt Kaufman, CETF® joined Ben Carlson, CFA and Michael Batnick, CFA of Animal Spirits podcast to discuss why timing matters for options-based ETFs like Calamos' Structured Protection ETF™ series and the mechanics behind #CPSM's 100% downside protection over a one-year outcome period. Listen: https://okt.to/4i2p7q More on CPSM: https://okt.to/gH1FTQ

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This article by Josh Schwaber, head of customer experience at Kwanti, discusses how advisors can access reliable, high-quality model portfolios by using the right technology. Read the full article on Advisor Perspectives from VettaFi here:

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MarketWatch covered Mandy Xu's latest Macro Volatility Digest, where she highlighted the impact of last week's jobs report & a more dovish-than expected Fed on cross-asset #volatility. Subscribe to Mandy's Macro Volatility Digest ➡️ https://bit.ly/48zHdCN Read MarketWatch ➡️ https://lnkd.in/gNRPUP8C

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With interest rates hitting decade-high levels, investors are seeking stability in their strategies. But where to turn? 🤔 We asked Trey Martin, CETF® of Innovator ETFs and Matt Kaufman, PCM®, CETF® of Calamos Investments for strategies to navigate today's markets. Dive into their insights with NYSE's Judy Khan Shaw from Exchange Discover how ETFs like CVRT and SFLR can offer confidence in uncertainty: https://lnkd.in/dSHBGbWi #exchangeETF #Investing #PortfolioManagement

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Over the next two decades, $84 trillion of private wealth will change hands across generations*. In the latest Advisor Pulse, senior advice strategist Maria Quinn of Vanguard Investment Advisory Research Center explains how this could cost your practice 20% to 30% of your AUM. After watching the short video below, check out our intergenerational wealth transfer resource center. You’ll see how you can help clients prepare for the next generation. https://lnkd.in/ekF4awd6 #vanguardadvisorpulse *The Cerulli Edge: U.S. Retail Investor Edition; The Wealth Transfer Issue. 2023. Cerulli Associates: Boston

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“Most of the concern around SPX 0DTE options arise because of their massive volume... [but] it’s important to emphasize that volume doesn’t equate to risk. High notional doesn’t necessarily mean market makers on the other side of the trade will need to do a lot of hedging.” See Mandy Xu’s research on the impact (or lack thereof) of 0DTE SPX options #trading in the below Insights piece ⬇️

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Now available: Our Mid-Year Outlook: A strong economy in a fragile world. http://spr.ly/6048gDnnp Despite sticky inflation, geopolitical conflict and a contentious U.S. election, we see a healthy backdrop for investors for the rest of the year. Why? Robust economic growth, strong corporate profits, a solid labor market and more. #jpmorganprivatebank #MidYearOutlook

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While the debt doomers circle, Greg Stokes, J.D. CFP® and Doug Stokes, CFA examine why no one is good at forecasting and why widely acceptable notions of cross-asset correlations are wrong. With a focus on the market's strengths, they discuss the incredible power of the #American dollar, wage rates, and efficient #energy output. https://lnkd.in/gs4nMzug

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What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen, Ph.D. and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum. https://lnkd.in/d5JwEmW7

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Check out John Tierney, CFA's latest Equities and the MacroSphere: Messaging Is Make or Break Summary -This earnings season is a lot about messaging. Meta Platforms (META), Alphabet (GOOG), and Microsoft (MSFT) all beat expectations and promised AI spending. However, META collapsed for saying it will be a while before realizing a return on its investment. -There are signs industrial companies are finally running down inventories and will have to replenish them throughout 2024 – helping maintain the recovery. -Equity indices will likely be on hold this week given a Federal Reserve (Fed) meeting and Friday’s labour market report. -It is another big week for tech earnings, with Apple, Amazon, AMD, Super Micro Computer and Qualcomm reporting. Market Implications -Look for volatility in the tech sector depending on what companies say about how and where their AI ambitions are going. Read full article here: https://lnkd.in/e9ebi-74

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What is the financing outlook for new growth technologies including CCUS, hydrogen, and RNG? Michael Yurkerwich, CFA shared his perspective alongside distinguished co-panelists at the #ACOREFinanceForum. Here are some of the key takeaways on "New Growth Technologies": - Tax equity and transferability are key - Structural flexibility in financing and bespoke optimization of tax credits help expand the investor universe and mitigate risk - Additional guidance provides clarity on economics, use-case enhancements, and path towards deployment and scale #TaxCredits #Transferability #CCUS #Hydrogen #RNG #ProjectFinance

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TrueShares Quarterly Bull Hedge ETF #QBUL and TrueShares Quarterly Bear Hedge ETF #QBER were featured by ETF Trends and VettaFi in ‘This Week in ETFs’. #QBUL and #QBER both look to provide investors with risk-managed exposures using options strategies. Read more from Heather Bell below. #CboeListed https://hubs.li/Q02FPCV60

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