Category Archives: Uncategorized

Episode 7 – Probability of Success with Low Volatility



Are you an investor using the low volatility approach in today’s environment?

In this episode, Jehan Mady is joined by Christopher Huemmer, senior investment strategist at Flexshares to discuss how to use low volatility strategies as a way to seek to offer some level of downside protection while delivering potential upside participation to stay exposed to the equity markets.

In this episode you will learn:

  • The low volatility factor and why some investors find it as an attractive way to invest
  • Why low volatility exists and its trend
  • What investors need know about low volatility investing
  • Using quality in addition to the low volatility investment approach
  • And more!

Listen as Jehan and Chris share insight into investing with the low volatility approach!

Resources:  FlexShares | Jehan Mady on LinkedIn | Chris Huemmer on LinkedIn

VIX Index is a real-time market index representing the market’s expectations for volatility over the coming 30 days.

The S&P 500 or simply the S&P, is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States.

Beta is a measure of a stock’s volatility in relation to the overall market. … If a stock moves less than the market, the stock’s beta is less than 1.0.

Diversification does not assure a profit nor protect against loss in a declining market.


Episode 6 – Areas of Focus For Investors



The year 2020 has been universally challenging for all of us and has brought on so many surprises, certainly one for the history books.

In this episode, Jehan Mady is joined by Ellen Chenoweth, associate investment strategist for Flexshares exchange traded funds and Chris Huemmer, senior investment strategist at Flexshares. The two investment strategists share their perspective on the year ahead and three ideas to implement in portfolios. 

In this episode you will learn:

  • What the key points that may impact the outlook for 2021
  • A highlighted look at dividend stocks
  • Why there is a focus on avoiding large sector bets and focusing on quality dividend paying companies
  • How the environment and the search for yield can impact the high yield segment
  • Value investing – and why investors may want to focus on this in the high yield segment
  • And more!

Listen in as Jehan, Ellen and Chris discuss the areas of focus for investors!

Resources: FlexShares | Jehan Mady on LinkedIn | Ellen Chenoweth on LinkedIn | Chris Huemmer on LinkedIn

 


Episode 5- High Yield Marketplace- Evaluating The Risks



There’s still a lot of uncertainty regarding the future of the marketplace, and investors are scrambling to generate income while some may feel high yield is too risky.  

In this episode, Jehan Mady and Ellen Chenoweth, associate investment strategist for Flexshares exchange traded funds, as we explore some of the implications and market drivers, portfolio diversification and contemporary ways to assess the high yield market. 

In this episode you will learn:

  • How high yield can be used in a portfolio
  • The market risks affecting high yield- what you should pay attention to
  •  If defaults follow a similar similar pattern
  • Why investors should consider the asset class
  • How investors can implement contemporary quantitative tools in their portfolios
  • And More!

Listen in as Jehan and Ellen discuss the everchanging high yield marketplace and how investors are adapting!

Resources: FlexShares | Jehan Mady on LinkedIn | Ellen Chenoweth on LinkedIn | FlexShares Case for High Yield White Paper |  Risk-Free Rate of Return | Embedded option


Episode 4 – Zero Interest Rate Policy (ZIRP) – The Remake No Investor Really Wanted to See



Some Investors have seen this movie before and therefore they may possess a better understanding of the needed investment actions in response to ZIRP the remake.

In this episode Jehan Mady and Mark Carlson, Senior  Investment Strategist for Northern Trust FlexShares ETFs review of the remake edition of ZIRP and discussions of ideas investors can pursue to address their liquidity investing objectives during a ZIRP environment

In this episode, you will learn:

  • What is different this time with ZIRP 2020
  • What happened in 2020 to disrupt the sector 
  • What FlexShares has done in an effort to try and address the issues within fixed income strategy to help investors through these challenging periods of managing  short-term liquidity assets 
  • How you may want to consider utilizing the investment strategy behind RAVI in today’s volatile and uncertain markets 
  • And more!

Listen in to hear how Mark and Jehan believe that today’s ZIRP is a remake that most investors never wanted to see made

Resources:FlexShares | Mark Carlson on LinkedIn | Jehan Mady on LinkedIn

NTAC:3NS-20


Episode 3 – The Drive Behind the Rising Prices of Gold with Ellen Chenoweth



Welcome to the Funds in Focus podcast, the show that brings you thoughtful and informed conversations between leading subject-matter experts and members of the FlexShares investment strategy team about current market trends. 

In today’s episode host Jehan Mady and Investment Strategist Ellen Chenoweth discuss the drivers behind the inflation debate and potential investment strategies to consider in this environment. 

In this episode, you will learn:

  • Why investors are starting to pay closer attention to the risk of inflation
  • What risks advisors should be paying attention to
  • How to potentially protect against these risks 
  • How the 2020 election could affect the inflation rate
  • And more!

Tune in now to hear Jehan and Ellen discuss the evidence behind the rising prices.

Resources: FlexShares | Ellen Chenoweth on LinkedIn | Jehan Mady on LinkedIn 


Episode 2 – Historical Natural Resources & Commodities Investing – Post COVID-19 Crisis Impact with Mark Carlson



Welcome to the Funds in Focus podcast, the show that brings you thoughtful and informed conversations between leading subject-matter experts and members of the FlexShares investment strategy team about current market trends. 

In today’s episode host Jehan Mady and Investment Strategist Mark Carlson discuss the natural resource/commodity sector currently being slightly out of favor with investors. Mark touches on how the U.S. and global economies will at some point recover and the demand for raw materials should return.

In this episode, you will learn:

  • Some background on investing in natural resources and commodities
  • How investing in commodities has changed over time
  • The differences between investing in upstream natural resource equities and commodity futures investing
  • What sectors within natural resources may be the primary drivers of these investment outcomes that may evolve in the post-COVID-19 world
  • And more!

Tune in now to hear Mark and Jehan to learn about the trends and the opportunities in natural resources

For standardized performance for GUNR please click here. Past performance does not guarantee future results. 

FlexShares | Mark Carlson on LinkedIn | Jehan Mady on LinkedIn


Episode 1 – How COVID-19 Has Impacted Global Listed Infrastructure — With Evan McCall



Welcome to the Funds in Focus podcast, the show that brings you thoughtful and informed conversations between leading subject-matter experts and members of the FlexShares investment strategy team about current market trends. 

In today’s episode, your host Jehan Mady talks to investment strategist Evan McCall about how one segment of real assets, global listed infrastructure, held up during the turmoil of the coronavirus pandemic. Evan unpacks how different sectors performed during the first and second quarter and what developments he expects to see from the more contemporary sectors. 

You will learn: 

  • What attracts investors to infrastructure investments 
  • Which two infrastructure-related structures have had significantly negative performances 
  • A look at contemporary approaches to infrastructure investing 
  • How market participants are reacting to the stream of new information about COVID-19 
  • How infrastructure industries performed during the first and second quarter of 2020 
  • What kinds of developments Evan expects to see from contemporary sectors going forward 
  • And more! 

Tune in now to hear what affect COVID-19 has had so far on global listed infrastructure. 

Resources: FlexShares | Northern Trust | Evan McCall on LinkedIn | Jehan Mady on LinkedIn