Monthly Archives: April 2021

Ep 10: Systematic Ways To Invest with Factors — With Chris Huemmer



Factors can identify systematic ways to invest that have historically been tested and are tied to economic rationales. These can lead to statistically significant incremental returns over time.

In this episode, Christopher Huemmer, senior investment strategist at FlexShares discusses how factors have performed in the U.S market.

In this episode, you will learn:

  • How to identify factors that fluctuate ETFs
  • How to use different factors
  • Insight on what factors performed well from 2020 to the first quarter of 2021

Play this full episode to hear Chris discuss factor exposures on the market.

Resources: FlexShares | Christopher Huemmer on LinkedIn


Ep 9: The Impact of Inflation on Portfolios — with Mark Carlson and Ellen Chenoweth



Inflation continues to be top of mind for listeners and market participants alike with interest rates and inflation expectations on the rise this year. 

In this episode, we talk with Mark Carlson and Ellen Chenoweth, two of FlexShares Investment Strategists to share their perspectives on the impact of inflation on portfolios. 

In this episode you will learn:

  • The key drivers when evaluating for potential inflation to portfolios
  • Why investors often turn to “tips” as a first line of defense against rising inflation
  • How every portfolio could benefit from a strategic allocation to natural resources 

Play this full episode to hear Mark and Ellen, share perspectives on why you should be focusing on the future impact of inflation on your portfolio.

Chu, Quentin C., Pittman, Deborah N., Yu, Linda Q., “When Do TIPS Prices Adjust to Inflation Information?” Financial Analysts Journal, Vol. 67, No. 2

Resources: FlexShares | Mark Carlson on LinkedIn | Ellen Chenoweth on LinkedIn

Definitions: 

Negative roll yield occurs when a market is in contango, which is the opposite of backwardation.

Contango is a situation in which the futures price of a commodity is above the spot price.

Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other.

The price-to-earnings ratio (P/E ratio) is the ratio for valuing a company that measures its current share price relative to its per-share earnings (EPS).

Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information are in the prospectus, a copy of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest.

Foreside Fund Services, LLC, distributor.

Fixed income investments involve risks including credit risk, interest rate risk, default risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall. .As the demand for or prices of natural resources increase, the Fund`s equity investment generally would be expected to also increase. Conversely, declines in demand for or prices of natural resources generally would be expected to cause declines in value of such equity securities. Such declines may occur quickly and without warning and may negatively impact your investment in the Fund.