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Lessons From The Recent Russell Recon: Mega Caps, Tech Stocks Continue To Shine

Lessons From The Recent Russell Recon: Mega Caps, Tech Stocks Continue To Shine

FromLet's Talk ETFs


Lessons From The Recent Russell Recon: Mega Caps, Tech Stocks Continue To Shine

FromLet's Talk ETFs

ratings:
Length:
39 minutes
Released:
Jul 23, 2020
Format:
Podcast episode

Description

With 97% of U.S. ETF assets in funds that track an index, and overall assets continuing to grow rapidly, indexing has never been more central to the overall investing landscape. Perhaps nowhere is this more apparent than in the months immediately leading up to and following the annual "Russell Recon" - where companies are added and removed from key benchmarks. Catherine Yoshimoto, Director of Product Management at FTSE Russell, joins Let's Talk ETFs to discuss 2020's top trends - and what they mean for investors' ETF portfolios.Show notes3:00 - How has the pandemic affected Catherine's day to day work flow?6:00 - Why indexing?7:30 - What does being director of product management at a major indexer entail?9:00 - On the centrality of indexes to the ETF investing ecosystem10:30 - What's the process of creating a new index look like?15:00 - A bird's eye view of the FTSE Russell indexing universe16:30 - A walk through Russell's annual recon20:30 - 2020 Recon lessons: Divergence between large and small cap US stocks23:45 - What changes were most notable in terms of sector compositions?26:15 - Has the "flight to quality" Catherine first noted back in April continued, or have other factors taken the lead in recent months?32:00 - ESG investing: Why the focus on sustainable investing specifically?Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Jul 23, 2020
Format:
Podcast episode

Titles in the series (100)

Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.