Podcasts about etf strategist

On today's episode, host Pamela Ritchie speaks with Raghav Mehta, ETF Strategist, about the performance and strategies behind Fidelity's factor-based ETFs. Raghav dives into the quality and momentum investing factors, their role in navigating late-cycle markets, and the benefits of all-in-one ETF solutions. Recorded on November 15, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Are active ETFs really just ‘lite' versions of mutual funds? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Chad Wood, ETF Strategist at Mackenzie Investments, debunk this and other common ETF myths and misconceptions. Their conversation also explores how ETFs are built, what can be included in them, and how they are brought to market. Further reading: - Your step-by-step guide to active ETF due diligence This episode was recorded on October 16, 2024.

Behavioural economics explains why we make such stupid decisions with our money. Unfortunately, the study has found that behavioural biases are very hard to control and, even if you are aware of them, no one is immune from poor decision-making when it comes to both life and our finances.  This is where quantitative or systematic investing comes in - a realm of investing typically reserved for institutional investors like super funds and the ultra-wealthy.  Quantitative investing removes emotion and behavioural biases from investing. Instead, it relies on some of the smartest people in the world to put together hundreds to thousands of signals and data points for a large language model to make decisions. Humans are involved but just for oversight, in case the model does not truly understand a situation. For example, it may not understand that airlines were not a fantastic short-term opportunity amid a significant sell-off during the COVID-19 crash.  This is a far cry from fundamental investing, which relies on a fund manager or investor analysing macroeconomic and stock-specific factors, meeting with management teams, trying out products and services and reviewing a business's balance sheet before making an investment decision of their own.  The gains from quantitative strategies are typically small, but they're consistent over time. You are not going to have years of 10-20% plus outperformance over an index, but equally, you shouldn't experience huge drawdowns either. And over the long term, this small amount of alpha adds up.   Interestingly, Macquarie Asset Management was one of the few firms that saw its funds achieve 100 batting averages - for both the large-cap and small-cap categories - over a 10-year period. This means that these funds, which are all quantitative strategies*, have outperformed the benchmark 100% of the time in every three-year rolling period over the past decade.  So, to learn more about quantitative investing, quantitative ETFs and the major trends shaping ETF markets, Livewire's Ally Selby was joined by Blair Hannon, ETF Strategist at Macquarie Asset Management.  We discuss some common misconceptions surrounding quantitative investing, the signals that have worked over the last few years, and the magic of compounding over the long term.  Plus, Hannon also shares why he strongly believes that passive investing is not creating a bubble in markets - despite what some of the world's most famous investors (like The Big Short's Michael Burry) would have you think.  Note: This interview was recorded on Tuesday 24 September 2024.  Timecodes  0:00 - Intro  1:54 - Difference between fundamental and quantitative investing  5:28 - Removing the emotion from investing  6:55 - Signals that are used to avoid behavioural biases  8:56 - Do we need human touch on quant funds 10:31 - Common misconceptions of quant investing  14:44 - The signal that has been working over the last year  18:20 - Turnover of stocks in the portfolio 20:10 - The signal that has worked over the long term  21:32 - Why 1% alpha is attractive over the long term  24:38 - Macquarie's batting average scores over 10 and 5 years  27:37 - Why ETF popularity will continue to soar  29:57 - Why active fund managers need to innovate on ETFs 32:50 - Innovation in the US - and what we can expect in Australia  35:08 - Why ETFs aren't the death of managed funds  37:10 - Why passive investment isn't creating a bubble in markets 39:07 - Something that worries Blair about the direction of ETF markets  41:21 - One ETF to hold for the next 5 years if markets were to close Disclaimer:  Product Disclosure Statements and Target Market Determinations for Macquarie ETFs can be found at etf.macquarie.com and should be read before making a decision to invest.  *The Macquarie Australian Shares Fund, Macquarie Australian Equities Fund and the Macquarie Australian Small Companies Fund's investment strategies changed effective 18 December 2017. Until 17 December 2017, the strategies were managed with a fundamental approach. From 18 December 2017, the strategies were restructured such that they are managed with a quantitative, systematic investment approach.

In this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Vince Kraljevic to the show. Vince is an ETF Strategist at Fidelity Canada, and in this episode Etienne and Vince break down all the notable trends in Q1 of 2024. Flows in the Canadian ETF industry continued their strong momentum in Q1, bringing in a total of $13.8B in assets. Some of the notable headlines include a roaring return for equities with inflows of $10.2B, but only $145M going towards Canadian equity mandates. On the fixed-income side, High-Interest-Savings-Fund ETFs have started to show signs of slowing down as investors increase their risk appetite. Lastly, the cryptocurrency category broadly saw outflows in Canada, in conjunction with the approval by the SEC for U.S. listed spot Bitcoin ETFs. Recorded on April 23, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

Today on the show, we welcome ETF Strategist Étienne Joncas Bouchard as he breaks down the latest ETF trends, including investing trends for the remainder of the year. Étienne gives an overview of the growth of ETFs in Canada. Last year, there was $35 billion in net new assets. As of September of this year, we are at $30 billion for the industry, which is dominated by the fixed incomes, mostly cash alternatives such as HISA ETFs and MM. He notes there has been significant growth in the active side of ETF industry over the past couple of years. Étienne points to a survey done by a discount broker in the US reports that 89% of millennials own ETFs and it's their vehicle of choice. And more than 60% of baby boomers would use ETFs as their vehicle of choice. Taking a look at US equities, Étienne says in terms of performance it has been pretty good when you look at the benchmark. He says we've seen double digit returns so far this year on the S&P500, but a big concern is the lack of breadth. There are fears that this index is too concentrated and is really pulled up by the magnificent seven stocks. Those stocks represent 95.6% of the YTD total return of the index as of October 20th. Étienne also touches on the volatility of the bond markets, factor investing, and all-in-one- ETFs. Recorded on October 27, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Episode 78: On today's show I speak with ETF Strategist, Dan Weiskopf. Dan gives us the inside scoop on the ETF market and breaks down the key elements driving the markets today for the future. Efficiency & Innovation are key!

John Davi, Founder, CEO, & CIO of Astoria Advisors with approximately $1.4 billion in AUM shared timeless lessons with the audience. Website: AstoriaAdvisors.com    John is an award-winning research strategist and has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products. Learn more on: Website: ⁠AstoriaAdvisors.com⁠  --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

An ETF or Exchange Traded Fund, is like a basket made up of stocks, bonds, or any other kind of asset you can invest in. ETF's cover a wide range of options giving investors exposure to many investments. So what are the different types of ETF's on the market? And what does Fidelity bring to the table that's unique from our competitors? Étienne Joncas-Bouchard, ETF Strategist, joins host Bryan Borzykowski today to breakdown the latest ETF trends, including potential industry changes. This includes reflecting on the growth of the ETF industry over time, where flows have been going lately, and what Etienne sees ahead. Today's podcast starts at the basics, but for more insights from Etienne, you can look up his podcast series “The Fidelity ETF Exchange”, released under this FidelityConnects banner. Recorded on May 16, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

2022 was a rough year for investors, particularly in the equity and bond markets. But certain segments of the ETF market thrived, outperforming other asset classes. So what does this say about ETFs as an investment vehicle? And what ETF trends should advisors look out for in 2023? Joining us today to discuss where we are now in the market cycle, and for an update on Fidelity's ETF lineup including the All-In-One ETF's is Etienne Joncas-Bouchard, ETF Strategist. Etienne joins host Bryan Borzykowski to unpack the various factors including low volatility, value, high quality and more as we wrap up 2022 and look ahead to 2023. Etienne also shares how he's seen investors use ETF investments during this year's volatile markets, especially cash alternative ETFs which have seen approximately $7 billion of flows this year. Recorded on December 16, 2022. Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-joncas-bouchard-dec16-22.pdf At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Host Bart Zandbergen was joined in the podcast studio by Ryan Issakainen, CFA, with First Trust Advisors. Ryan specializes in ETF's and ETF strategies. His goal as an ETF Strategist is to provide insights to investors as to how they might wade through the myriad of choices that are available to them, while determining which ETFs best align with their investment objectives. In this special episode, Ryan discusses his market insights pertaining to inflation, ETF's, and the potential of a recession. He also shares his thoughts on the Bio-Tech Industry and what its potential may be for investors.   In this episode learn more about: -Factors that may affect the potential of a recession -The Micro and Marco Market Outlook of First Trust Advisors -Factors that could impact the potential of inflation subsiding -Why the Bio Tech Industry may be attractive to investors *** The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify. Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com. Learn more about Bart by visiting www.BartZandbergen.com *** NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

In today's rapidly evolving global economy, investors are seeking to take advantage of opportunities created by changing market dynamics while mitigating risk. In addition to investment considerations like diversification across regions, market caps, and styles, investors are also looking at what factors may be in favour in the months ahead. Étienne Joncas-Bouchard, ETF Strategist, looks at how various factors like Value, Quality, and Low Volatility could perform in the volatile market environment we've been in lately with surging inflation, rising interest rates, and geopolitical developments. Etienne further explains how factors traditionally perform at different parts of the market cycle, discusses how Fidelity All-in-One ETFs are positioned in this environment, and shares information on rebalancing made lately to Fidelity's factor ETFs. Recorded on March 25, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Joining the show today for an insightful discussion on everything ETFs is Etienne Joncas-Bouchard, ETF Strategist. You may know Etienne from his ETF Exchange podcast series, and today he'll be joining host Pamela Ritchie to outline the benefits of investing in ETFs, debunk common ETF questions and concerns, and look at the Fidelity Investments Canada ETF lineup. This includes several factor focused ETFs, and Etienne outlines the diversification benefits of the Fidelity All-In-One ETF offering. Recorded on February 17, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Étienne Joncas-Bouchard, ETF Strategist, is featured on this episode providing the key factors that are in focus, along with his outlook for 2022. Étienne discusses the CPI and provides his interpretation as to why the markets are still considered stable. The housing market was also discussed extensively where Étienne highlights potential concerns and upsides. Throughout the episode, Étienne provides his outlook on both the current and future market and suggests various factors that will be important to focus on for investing. Étienne highlights the business cycle and interest rate which will ultimately be vital for the overall success of the market. Étienne also provides his thoughts about the super-cycle on this episode. Additionally, Étienne discusses the importance of not being too growth-tilted, and unpacks the idea of speculation and how this type of behaviour impacts the market. Recorded on December 10, 2021.

Hello Podcast listeners, Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today's episode we discuss why investor's should look into gold and the applications of gold. Enjoy and thanks for the listen!

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome Andrei Bruno to the show. Andrei is an ETF Strategist at Fidelity Investments Canada. Today's discussion is centred around fixed-income markets, securities and ETFs. The panel takes the time to recap some of the notable movements among various sectors for 2021. The conversation also includes comments on Central Bank policy, the interest rate environment, as well as a brief outlook for 2022. Recorded on December 2, 2021.

Protecting your portfolios is important – but so is capturing growth. When markets enter a volatile period, how should investors balance the risk-reward tradeoff? In this episode, Danielle Neziol and Chris Heakes discuss an innovative factor-based strategy known as Low Volatility that only invests in companies with low beta values. Listen in as our experts look under the hood of BMO's custom suite of low volatility ETFs, and see which investment product is right for you. Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Manager, BMO Global Asset Management. Related ETFs: BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Low Volatility International Equity ETF (Ticker: ZLI) BMO Low Volatility Emerging Markets Equity ETF (Ticker: ZLE)   Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Protecting your portfolios is important – but so is capturing growth. When markets enter a volatile period, how should investors balance the risk-reward tradeoff? In this episode, Danielle Neziol and Chris Heakes discuss an innovative factor-based strategy known as Low Volatility that only invests in companies with low beta values. Listen in as our experts look under the hood of BMO's custom suite of low volatility ETFs, and see which investment product is right for you. Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Manager, BMO Global Asset Management. Related ETFs: BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Low Volatility International Equity ETF (Ticker: ZLI) BMO Low Volatility Emerging Markets Equity ETF (Ticker: ZLE)   Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Nerina Visser, CFA - direkteur, ETF Strategist and Financial Advisor, etfSA

Anton Swanepoel – Hoof van Advies: Momentum Finansiële Beplanning & Nerina Visser, CFA - direkteur, ETF Strategist and Financial Advisor, etfSA

Nerina Visser, CFA – Director, ETF Strategist and Financial Advisor, etfSA

What should you do when the stock market goes haywire? Do you wait out the turmoil, or do you sit on the sidelines until it's over? It's a trick question, really. Professional investors know that options strategies can split the difference, collecting steady income AND stopping your losses if the markets do eventually plummet. However, what most investors don't know is that you can get this advanced strategy in a single tool – the BMO Premium Yield ETF (ZPAY). Listen in as host Danielle Neziol and ETF expert Chris McHaney discuss this strategy, and how it can help you “get paid while you wait” through a market crisis. Read the episode summary Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris McHaney, ETF Strategist and Portfolio Manager, BMO Global Asset Management. ETFs mentioned in the podcast: BMO Premium Yield ETF (Ticker: ZPAY)   Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

ETFs have a not-so-well-known cousin—the exchange-traded note (ETN). ETNs are something that many retail investors may not know about. In this episode ,we have a fun chat with Nerina Visser, ETF Strategist and Advisor, director at ETFSA and the president of CFA South Africa. She shed some light on ETNs vs ETFs .

Hello Podcast listeners, Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today's episode we discuss why investors should consider gold. Enjoy and thanks for the listen!

Episode 24:In this episode, Dustin sits down with CEO Tyler Morty about health, productivity hacks,  international finance and investing, and much more. Tyler leads Forstrong's business strategy and oversees a multi-disciplinary investment team committed to extensive macro research and analysis. Encouraging a global perspective allows the team to identify investment themes and trends that create distinct investment strategies.He is widely quoted and interviewed by the financial media for his global investment strategy views.ETF.com has profiled Tyler as one of the “best and brightest” working in the ETF Strategist industry and described him as “a money manager for the modern era”.To see the key topics discussed, read the blog post hereHost: Dustin ServissGuest: Tyler Mordy

**Weekly update of economic & market data    ** Markets continue on a roll related to re-opening, fiscal and monetary stimulus

Our conversation today will touch on the notable growth experienced within the sustainable investing space over the past year, and how investors have been participating through ETF investing. My guest will touch on strategies and approaches to consider, as well as what continued demand for these investments might consist of over the next year. Featured is David Perlman, ETF Strategist for the Americas, UBS Chief Investment Office. Host: Daniel Cassidy Exchange Traded Funds (ETFs) Disclosure For purposes of this report, ETFs include index-linked funds regulated under the Investment Company Act of 1940 that trade on US securities exchanges under exemptive relief from the Securities and Exchange Commission. The shares of all of the ETF issuers discussed in this Report are listed on US securities exchanges. The ETFs are either open-end, registered investment companies (including UITs) operating under an exemptive order from the SEC, or collective investment vehicles, formed as grantor trusts, limited partnerships or similar structures that offer pass-through tax treatment to investors. The different structures provide different rights for investors. For example, ETFs registered under the Investment Company Act of 1940 must stand ready at all times to redeem shares (albeit only in creation unit size) whereas those ETFs that are not subject to registration under the Investment Company Act of 1940 may suspend redemptions at any time. We refer to ETFs registered with the SEC under the Investment Company Act of 1940 as “'40 Act ETFs” and to nonregistered ETFs as “33 Act ETFs.” Most of the ETFs discussed in this Report track an index of financial instruments or provide exposure to a single commodity type. ETFs are subject to the same risks as the underlying securities and commissions may be charged on every trade, if applicable. This definition does not imply that ETFs are endorsed by the Securities and Exchange Commission. Any discussion contained herein regarding future performance is not intended to guarantee future performance or to suggest that past performance will reoccur. Moreover, target returns are not intended to be projections but to provide a range within which price levels may move assuming current market conditions as well as the other assumptions mentioned in the Report are met. Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index. ETFs are sold by prospectus, which contains details about ETFs, including investment objectives, risks, charges and expenses. Clients should read the prospectus and consider this information carefully before investing. US-registered, open-ended index-linked funds are redeemable only in Creation Unit size aggregations through an Authorized Participant, and may not be individually redeemed. Many ETFs are redeemable only on an "in-kind" basis. The public trading price of a redeemable lot of ETFs may be different from their net asset value, and ETFs could trade at a premium or discount to the net asset value. UBS AG or its affiliates act as authorized participant for many of the ETFS discussed in this Report. In addition, UBS is a regular issuer of traded financial instruments and privately-issued financial products that may be linked to the ETFs mentioned in this Report. UBS regularly trades in ETFs. Through these and other activities, UBS may engage in transactions involving ETFs that are inconsistent with the strategies in this Report. Clients may obtain more information about the ETFs cited in this report, including copies of prospectuses or summary, from their UBS FS financial advisor or by referencing the corresponding link following each ETF ticker in each fact sheet.

Campbell Judge (Regional Director at Fidelity Investments) will be covering a "Market Update with New Opportunities". Joe Almon (Vice President, Sector & ETF Strategist at Fidelity Investments) will be discussing "Profiting in the Health Care Sector" & Dr. Bill Lloyd MD, FACS (Health Director , Advance Markets at Transamerica) will be covering "Staying Healthy While The Economy Opens Up".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallen

Campbell Judge (Regional Director at Fidelity Investments) will be covering a "Market Update with New Opportunities". Joe Almon (Vice President, Sector & ETF Strategist at Fidelity Investments) will be discussing "Profiting in the Health Care Sector" & Dr. Bill Lloyd MD, FACS (Health Director , Advance Markets at Transamerica) will be covering "Staying Healthy While The Economy Opens Up".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Joining us for the last time we Sakina Kamwendo talks Eskom, corruption, Steinhoff, nuclear power with ETF Strategist & Advisor, Nerina Visser whose daughter says she is "exhaustipated"

ETF Strategist, Nerina Visser on the latest SACCI Business Confidence Index, the International Monetary Fund and the long running saga of payments of social grants.

ETF Strategist, Nerina Visser looks at consumer inflation ,retail sales for August and Today marks the 30th anniversary of a momentous event in markets. What was so significant about the 19th of October 1987? Black Monday.

ETF Strategist, Nerina Visser on markets reaction to latest cabinet reshuffle and latest outlook from the IMF.

ETF Strategist, Nerina Visser looks at new record high closes on US stock markets and Discovery getting a banking license.

ETF STrategist, Nerina Visser looks at Finance Minister Malusi Gigaba and Reserve Bank Governor Lesetja Kganyago World Bank and IMF Annual Meetings in Washington DC and the bailing out of SOE's.

We look at mining and manufacturing data released yesterday, progress on the SASSA grants payment front and the poor mining and manufacturing data with ETF Strategist and Advisor, Nerina Visser.

Nerina Visser of ETF Strategist & Advisor talks South African Markets with Volatility being a regular feature of global markets, but there doesn't seem to be a clear directional trend. After a sharp pull-back late last week, US markets staged quite strong recovery yesterday and the overwhelming requirement for job growth, and the SMME sector is widely hailed as the one that has the best potential for addressing both unemployment and economic growth. What are the stumbling blocks to really get this sector moving?

An economics news update with ETF Strategist & Advisor Nerina Visser : • The IMF has again downgraded its outlook for SA GDP – to just 2% – citing electricity shortages as the primary reason • The US earnings season and, • The world's central bankers and finance ministers gather in Washington this week for the spring meetings of the International Monetary Fund (IMF) and World Bank

An update of economic news and markets with Nerina Visser, ETF Strategist & Advisor: Naspers broke through R2000 per share intraday yesterday • BHP Billiton recently announced plans to create a new global mining company called South32 through a demerger

An update of economic news and markets with Nerina Visser, ETF Strategist & Advisor • Naspers broke through R2000 per share intraday yesterday • BHP Billiton recently announced plans to create a new global mining company called South32 through a demerger