Podcast
FTSE Russell Convenes
Hosted by FTSE Russell (an LSEG business) · EN
FTSE Russell Convenes gives you insider access to the ideas shaping the future of investing. Join leading voices from finance and academia as they unpack the forces transforming markets, regulation, and investor behaviour—brought to you by a global index leader at the heart of the investment ecosystem.
22episodes
Episodes
Newest firstAll episodes
Portfolio construction – practical considerations for investors
Sep 1700:14:13Tap to summarizePortfolio construction is a key tool for investors. By applying a framework and a systematic approach, investors may understand their exposures better. Listen to learn more about both practical and theoretical ideas about building robust and resilience strategies. Host: David Sol, Global Head of Policy and Governance FTSE Russell Guests: Dr. Joseph Simonian, Head of Equity Portfolio Design and Analytics, CalPERS and Sebastian Lancetti, Head of Index Research & Design, Americas, FTSE Russell
Transcribe →ETF evolution and use in portfolio construction
Sep 1100:17:14Tap to summarizeAnthony Rochte (FTSE Russell) talks with GSAM's Brendan McCarthy and ProShares' Mo Haghbin about the evolution of the ETF industry. They discuss how the types of ETFs are evolving and how the question in portfolio construction is no longer about active vs passive, it's how you combine the two optimally.
Transcribe →Signposts in 2025's risk roadmap | Tina Fordham, Fordham Global Foresight
Dec 19, 202400:19:40Tap to summarizeWelcome to the second episode of our new three-part FTSE Russell Convenes ‘geopolitical’ series with Tina Fordham, independent global political strategist and founder of Fordham Global Foresight. In this episode Tina discusses this ‘very different victory’ for President Trump, and its potential impact on global markets. She shares her views and expectations on topics from the change in political power, investor optimism, and the new administration, through to global political stability.
Transcribe →U.S. Elections: a very different story from 2016 | Tina Fordham, Fordham Global Foresight
Nov 22, 202400:12:03Tap to summarizeWelcome to the second episode of our new three-part FTSE Russell Convenes ‘geopolitical’ series with Tina Fordham, independent global political strategist and founder of Fordham Global Foresight. In this episode Tina discusses this ‘very different victory’ for President Trump, and its potential impact on global markets. She shares her views and expectations on topics from the change in political power, investor optimism, and the new administration, through to global political stability.
Transcribe →U.S. Elections: ripping up the old playbook | Tina Fordham, Fordham Global Foresight
Oct 28, 202400:21:24Tap to summarizeThe spotlight is on the upcoming U.S. elections… We are pleased to introduce the first episode of our new three-part FTSE Russell Convenes ‘geopolitical’ series, with Tina Fordham, Founder of Fordham Global Foresight. An accomplished independent global political strategist and advisor to senior leaders about the intersection between geopolitics, markets and the business environment, Tina shares her views on the polls, the ‘race’ from investor perspectives, and the acceleration in, and impact of, drivers of geopolitical risk.
Transcribe →Russell Indexes: Evolving and Innovating for 40 years | Bryce Clarke and Catherine Yoshimoto, FTSE Russell
Oct 2, 202400:15:19Tap to summarizeConcluding this season of FTSE Russell Convenes, in the 40th anniversary year of the FTSE Russell US Indexes, we shine the spotlight on the evolution of FTSE Russell’s indices and how client input is key to their success. With fifty years of indexing experiencing between them, Bryce Clarke, regional director, Index Investments Group and Catherine Yoshimoto, director of equity product management at FTSE Russell are ideally placed to discuss indexing from the product and client side. Here they explain the necessity to collaborate with clients to really understand their desired investment outcomes, and how this intel feeds into FTSE Russell’s product development, customisation and delivery.
Transcribe →Using all available information in sustainable investment | Johannes Lee, Builders Vision
Sep 25, 202400:05:59Tap to summarizeJohannes Lee, Investor within the asset management team at Builders Vision—the family office and impact platform created by the grandson of Walmart founders—discusses the organisation’s mission, investment strategy and recent work in stewardship and engagement. He provides detail on Builders Vision’s investment focus in key thematic areas including sustainable food and agriculture, healthy oceans, renewable energy and thriving communities, with a focus on how the portfolio plays out both actively and passively.
Transcribe →Fixed Income: Looking more broadly for the opportunity set | Walter Kress, EY
Sep 18, 202400:11:39Tap to summarizeIn episode 8 of FTSE Russell Convenes, Walter Kress, Chief Investment Officer of Ernst & Young, LLP discusses the ‘large playground’ of fixed income and how individual components of the fixed income market are significantly different to two years ago. He explains how the inflation environment is playing through to pension plans, the additional fixed income opportunity set beyond a core vanilla holding and the very different role of fixed income in portfolios today.
Transcribe →Separating stock market signals from noise | Alberto Rossi, Georgetown University
Sep 10, 202400:11:10Tap to summarizeHow is robo advisory and machine learning impacting the financial services market? In episode 7, Alberto Rossi, Professor of Finance, at Georgetown University McDonough School of Business explains how the right balance of human and algorithmic engagement empowers investors to become more effective. He shares the importance of being cautious when using AI, the need to really understand signals and the advice he would give to a CIO of an asset management firm building a strategy around AI.
Transcribe →Fiona Bassett's first 12 months at FTSE Russell | Fiona Bassett, CEO, FTSE Russell
Sep 3, 202400:08:04Tap to summarizeFiona Bassett, CEO of FTSE Russell shares her unique perspective on indexing. Fiona discusses why she feels we are early in the evolution of indexing, what she sees as key challenges within the index industry today and the opportunities that are on the horizon.
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