Perspectives on markets, portfolio construction and the macro environment - intro
Navigating Uncertainty - Perspectives on Markets, Portfolio Construction and the Macro Environment
Against the backdrop of record-setting inflation, volatility, geopolitical turmoil, and continued concerns of an economic slowdown, 2022 has been a challenging year for investors. Now more than ever, investors are focused on the exposures within their portfolios, and the key factors that drive their risk and return.
Esteemed investment industry experts from BlackRock, Manulife Investment Management, First Citizens Bank and MSCI share insights on current market dynamics, how factors can provide transparency during times of uncertainty, and practical applications for positioning portfolios in today’s market environment.
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Navigating market uncertainty
Navigating market uncertainty
十一月 30, 2022
Investment industry experts share perspectives on markets, portfolio construction and the macro environment.
time stamps
Speakers - Andrew Ang, Head of Factors, Sustainable and Solutions, BlackRock ; Bob Hum, Head of US Factor ETFs, BlackRock ; Raina Oberoi, Managing Director, Global Head of Equity Solutions Research, MSCI
01:18 - Current macro environment and key drivers of investor’s focus
06:02 - Portfolio Positioning for this inflationary environment
11:50 - Key considerations important for investors in today’s environment
15:39 - How deglobalization is affecting individual factors?
18:04 - Big themes in the market today
Speakers - Abby Woodham, Vice President of iShares Factor ETFs, BlackRock ; Dana D’Auria, Co-CIO and Group President, Envestnet Solutions; Geoff Kelley, CFA, Senior Managing Director, Global Head of Strategic Asset Allocation and Systematic Equity, Multi-Asset Solutions Team, Manulife Investment Management ; Patrick Nolan, Director of Investment Strategy, First Citizens Bank
26:00 - Portfolio construction approach and philosophy of Envestnet Solutions, Manulife Investment Management and First Citizens Bank
32:48 - Insights on 60-40 portfolio and risk in portfolios going forward
39:30 - Leveraging factors for strategic and tactical allocation
Speakers - Lukas Smart, Managing Director, Head of U.S. iShares Sustainable and Factors Strategies, BlackRock ; Mark Carver, Managing Director, Global Head of Equity Factors and Equity Portfolio
53:15 - Inflation and deglobalization
57:58 - Key takeaways from the session
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