The ETF Show - AI, China & the Adoption of Active ETFs
Managing Director of Qraft AI ETFs Francis Oh discusses the rise of active ETFs and ways to invest in artificial intelligence strategies. Rayliant Chairman and CIO Jason Hsu weighs in on China's strong track record of growth and his actively managed ETF that invests in Chinese equities.
International Growth Strategy Update 4Q20
Portfolio Manager Elisa Mazen discusses performance during a shift in international markets toward value stocks.
Opportunities in Emerging Market Equities
TCW Emerging Markets Portfolio Manager Andrey Glukhov weighs in on macro drivers for Emerging Markets and describes the current landscape in light of COVID-19, low rates and stimulus efforts. He also shares long-term themes he is focused on and how investors should be thinking about an EM allocation in their overall portfolios.
The ETF Show - International Investing & Political Risks Abroad
After years of the U.S. outperforming, could it be time for Emerging Markets to have their day in the sun? Joel Shulman of ERShares and Jeremy Schwartz of WisdomTree discuss opportunities and risks associated with various international ETFs.
International Growth Volatility Update
Portfolio Manager Elisa Mazen joins Client Portfolio Manager Pankaj Naik to examine how the team is managing risks through the global equity downturn and discuss portfolio positioning changes in line with declining end demand. She also provides perspective on COVID-19 impacts outside its origin in China and how portfolio companies are managing through the outbreak.
Consider a “best companies” approach to global investing
In light of the U.S. stock market’s dominance over the past decade, portfolio manager Rob Lovelace suggests an approach to investing in companies globally that de-emphasizes country of origin. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
Kevin O'Leary Says Avoid This Common Mistake
Shark Tank star and O'Shares ETFs Chairman Kevin O'Leary weighs in on the China Trade War, the 2020 election, and international opportunities. Mr. Wonderful also shares his investment recommendations for the new year, reveals Vladamir Putin's watch, and warns consumers to avoid one common mistake.
Europe’s economy and the Brexit effect
How is the European Union’s economy weathering the uncertainty over Brexit? London-based economist Robert Lind identifies the issues both European and British companies are facing and touches on the political undercurrents that are complicating a swift resolution.
International Growth Strategy 3Q19 Update
Portfolio Manager Michael Testorf, CFA, highlights headwinds facing the global economy and discusses catalysts that could lift non-U.S. equity markets.
Jim Rogers: The Bear Market Doesn't Start Today
International Investor and Author of Street Smarts, Jim Rogers, weighs in on the global investment landscape and considers the risks on the horizon. Rogers offers his long-term macroeconomic perspective on the economy, as well as his insights into the opportunities within the out-of-favor regions and asset classes.
The ETF Show - Transformative Trends
Thematic investing is a way for investors to get exposure to the transformative forces and specific market segments that can create investment opportunities. Roundhill Investments' Will Herhsey weighs in on the growing appetite for eSports. Global X's Jon Maier highlights sector investing in China.
TCW Equity Outlook: A Focus on Value
TCW Senior Portfolio Manager, Diane Jaffee discusses outlook for equities and why value stocks may be poised for out performance.