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Steve Sosnick, chief market strategist at Interactive Brokers, entered the year expecting the stock market to be down in 2026, and while stocks have overcome the gravity he saw weighing it down, he thinks there is trouble on the horizon. "We've become very detached from basic fundamentals and very much focused on ... betting the longshot, that it's going to come in," Sosnick says in today's Big Interview. "Either we reach an extreme level and grow into it ... or we overshoot the target and have to correct a bit and I hope it's nothing worse than a garden-variety correction." Catherine Yoshimoto, director of product management for the Russell U.S. Indexes at FTSE Russell, discusses the 2026 semi-annual Russell U.S. Indexes Reconstitution, which is underway now and concludes on June 26. The process — which resets the index but also defines the size it takes for a stock to be large-, small- or micro-cap is-resetting the bar for large-cap investments at roughly $5.7 billion. That's up nearly 25% from a year ago, reflecting huge gains for the Magnificent Seven stocks (up nearly 50% in size from a year ago) but also broad-based growth across market segments. In the Market Call, Kathy Boyle, president of Chapin Hill Advisors, talks about using ETFs to play defense, leaning into precious metals and commodities and other areas to protect against downside risk that she expects will materialize when the market starts to lose its momentum.
This week on The Necessary Conversation, Chad, Haley, and Mary Lou are recording just hours before UFC Freedom 250 kicks off on the White House lawn. It's also Trump's 80th birthday, making him the oldest president in American history.
Story of the Week (DR):SuperBroIpoDystopia: Some key facts: MMa record-breaking $135 per share with$1.8T valuationTo make that math make sense, analysts estimate the company needs to grow its sales by 50% every single year for the next decadeSpaceX lost $4.9B last yearWall Street is Being Treated Like Order-Takers: Musk pre-set the IPO price strictly at $135 and dictating exactly which investors got allocations. This forced major investment banks like Goldman Sachs and Morgan Stanley to act as glorified order-takers without even knowing their exact compensation beforehandSaudi Aramco $1.7T; Alibaba: $237B; Facebook $118BNasdaq aggressively pushed through "fast-entry" rule changes specifically to allow mega-caps like SpaceX to bypass the traditional year of seasoning and enter the Nasdaq-100 in just 15 trading days. This forces passive index funds to buy in blindly to avoid tracking errorsMeme stocker bros: $100B in share orders30% of $75B offering is earmarked for individual retail investors. This effectively shifts late-stage, hyper-inflated valuation risk away from institutions and onto the public.BlackRock $5BInstitutional investors admitted that when they bought into SpaceX privately, they were given high-level revenue figures but were denied a copy of the actual balance sheet—an unprecedented lack of transparency for a company raising tens of billionsUniversity of Washington more than 10% of its $17B in assetsUNC about 10%SpaceX will make $75B in proceedsSaudi Aramco $26B; Alibaba $22BElon Musk's Absolute Voting Tyranny (80% of voting power)personal net worth has officially skyrocketed past $1.1TSpaceX's foundational scale was built on the back of the American public, securing over $20 billion in U.S. federal government contracts to fund its rocket developmentAntonio Gracias: personally lent Musk $1M to keep him afloat; his PE firm Valor gave $76MThat $1M lifeline and early institutional backing from 2008 have compounded into what analysts are calling the most lucrative return on a personal favor in business history.The Second-Largest Shareholder: Through various Valor entities, Gracias controls roughly 7.3% of SpaceX's Class A stock (more than 500 million shares)Gracias's stake is officially worth anywhere from $91B to over $140BThis single corporate listing instantly catapults Gracias into the ranks of the world's 50 richest people.The big party: combined valuation of $3.6TAnthropic ($965B) filed confidentially on June 1OpenAI ($1T) filed confidentially on June 8"We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it's a complicated set of tradeoffs, and this gives us the option to go public sooner if that ends up being best."What does it all amount to? 4 horrible objectives:Funding a Sci-Fi Passion Project with Public CashBecoming the Pentagon's Irreplaceable War MachineForget the folksy narrative that Starlink is just for connecting rural schools or isolated communities: SpaceX is systematically turning itself into the ultimate military contractorProject Starshield: Those satellites are the foundation for a highly classified, militarized version of the network designed for government surveillance, secure communications, and real-time battlefield tracking.Too Big to Regulate: By launching the vast majority of the world's payloads and controlling the dominant orbital communications network, SpaceX is making the U.S. military entirely dependent on its hardware. The ultimate point is to become so deeply embedded in national defense that the government can never afford to regulate, penalize, or dismantle Musk's empireAn Orbital Real Estate Land GrabBuilding a Borderless, Lawless EmpireSpaceX is attempting to build a tech infrastructure that exists entirely outside the jurisdiction of EarthUltimately, SpaceX isn't trying to save humanity from a dying Earth; it's trying to ensure that whoever controls Earth's future has to pay rent to Elon MuskIran threatens Elon Musk's companies in Middle East: Iranian state mediaAll of Elon Musk's companies in the Middle East are military targets for Iran as it retaliates against the U.S., Iranian state media outlet Fars reported.The targets include a regional Starlink ground station, according to Fars.Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governanceThe letter to the heads of the Nasdaq, S&P Dow Jones Indices, FTSE Russell and Morningstar Indexes sent on Thursday asked the companies whether they had made or considered rule changes based on lobbying from Elon Musk, other SpaceX officials or officials from OpenAI or Anthropic, and asked for any communications between the companies and the indexesLSEG, which owns the FTSE Russell, and Nasdaq declined to comment. Morningstar did not respond to a request from CNBC for comment.S&P Dow Jones Indices didn't comment on the letter, but the company noted it had decided not to change its rules regarding indexes: “S&P DJI determined that exceptions to these requirements should not be granted solely based on market capitalization,” it said in a statement to CNBC. “The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements.”Democrats ask Goldman Sachs CEO why he's keeping lawyer who said she'd resign over ties to EpsteinGoldman Sachs CEO David Solomon is facing new scrutiny from congressional Democrats over his reported effort to retain the bank's top lawyer months after she said she would resign over revelations about her ties to convicted sex offender Jeffrey EpsteinIn a letter sent Wednesday:U.S. Senator Elizabeth Warren (D-Mass.), Ranking Member of the Senate Banking, Housing, and Urban Affairs CommitteeRepresentative Raja Krishnamoorthi (D-IL), Ranking Member of the Subcommittee on Health Care and Financial Services on the House Oversight Committee“Ruemmler ‘educated (Epstein) on how the law differentiates between underage victims of sex crimes and adult prostitutes…'”In February, Ruemmler announced her resignation from Goldman Sachs, effective June 30, 2026: “At the time, you stated that you “reluctantly” accepted Ruemmler's resignation. While Goldman Sachs has declined to comment on this matter, new reporting suggests that you ‘pressed' her to reconsider her resignation and instead move to a new position within the firm.”Teardown of Trump Phone Reveals Incredibly Embarrassing SecretA recent teardown by repair company iFixit confirmed that the T1 is an almost entirely unmodified HTC U24 Pro, a two-year-old and mid-tier Android phone, with a cheap coat of gold colorationTrump is selling an entirely Chinese smartphone, despite waging an economic war against the country.Apart from minuscule changes to the speaker grille and a lengthened flex cable, iFixit concluded that “everything is the same, except the pattern of holes in the case.”Goodliest of the Week (MM/DR):DR: Google and Meta denied new trial in youth social media addiction caseMM: In the United States, Solar Energy is Outpacing Coal for the First Time EverAssholiest of the Week - SPEED ROUND (MM):BP's useless, reactionary board of directors: BP drops net zero division in wake of boardroom turmoil; BP's new CEO Meg O'Neill rips up the energy giant's playbook—and the ‘green' era with it - 10Ryanair blowhard CEO Michael O'Leary: Ryanair investigated over charging parents to sit with children - 5EV killing GM and Mary Barra: GM is pivoting its battery expertise toward powering AI data centers and the grid - 10Every company that fired employees and replaced them with AI: Unfortunate Company Accidentally Blows Half a Billion Dollars on Claude in One Month; AI sticker shock hits corporate America - 10Everything out of Alex Karp's fat mouth: Palantir CEO Alex Karp says executives who brag about their AI cuts might as well ‘sign up for the Bernie Sanders manifesto'; Palantir CEO says AI companies 'don't understand how unlikeable they are'; - 10Sorry Liz, this is investors job: Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governance - 0Every investor in SpaceX IPO: Franklin Templeton to participate in SpaceX IPO, CEO Johnson tells CNBC; SpaceX IPO demand is approaching four times oversubscribed, source says; Wall Street's undignified SpaceX mania; SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' - 10Billionaires: Billionaires' Billions Are Increasing Faster Than Ever - 10Beef (not Ebola): Elon Musk Faces Backlash as a Horrific Texas Screwworm Outbreak Follows Brutal DOGE Budget Cuts - 10Mark: Meta Furious Over Bombshell Smart Glasses Revelation“Last week, Wired reported that Meta discreetly moved to infuse facial recognition tech into its popular smart glasses, as evidenced by a piece of code discovered in the Meta AI app by the magazine's journalists.” - 10Headliniest of the WeekDR: UBS CEO [Sergio] Ermotti hopes to step down before 2030MM: You Can Now Get a Religious Exemption From Using AI at Work“The funniest possible outcome of the AI mandate era is about to be HR departments discovering that ‘sincerely held religious belief' under Title VII has a much lower bar than they assumed, and Pope Leo handed every Catholic employee a written excuse,” tweeted San Francisco-based startup founder Corey Quinn. (Title VII of the Civil Rights Act prohibits employment discrimination and retaliation based on race, color, national origin, religion, and sex.)MM: Furious Judge Cancels Entire Trial After Finding Out Lawyers on Both Sides Used AIWho Won the Week?DR: HTC U24 Pro, a two-year-old and mid-tier Android phone. Or maybe it was the cheap gold paint?MM: Everyone religious - what CAN'T you opt out of using a religious exemption? PredictionsDR: Attacking dictator-run companies (i.e., Iran/Tesla) starts to enter the realm of normalcyMM: Atheists adopt a religion to opt out of tech bro oligarchies
On this episode of This Week in Futures Options, host Mark Longo is joined by Catherine Yoshimoto (FTSE Russell) for an in-depth look at the latest Russell Reconstitution changes, the return to semi-annual rebalancing, surging small-cap performance, and the explosive market interest surrounding the upcoming SpaceX IPO. In this episode, you'll discover: The biggest movers and shakers across CME Group markets Why silver, platinum and gold led the downside this week Small caps' impressive resurgence and the Russell 2000's renewed leadership The return to semi-annual Russell Reconstitution and what it means for investors Record-breaking growth in U.S. equity market capitalization Russell 2000 options flow, volatility and unusual put activity How skew dynamics in small-cap options differ from other major indices NVIDIA, Alphabet and the changing hierarchy of America's largest companies The unprecedented attention surrounding the SpaceX IPO and index inclusion debate FTSE Russell's methodology and fast-entry IPO rules explained New E-mini Russell 3000 futures A preview of the upcoming Russell 9000 Global Index What all of these developments could mean for futures and options traders
On this episode of This Week in Futures Options, host Mark Longo is joined by Catherine Yoshimoto (FTSE Russell) for an in-depth look at the latest Russell Reconstitution changes, the return to semi-annual rebalancing, surging small-cap performance, and the explosive market interest surrounding the upcoming SpaceX IPO. In this episode, you'll discover: The biggest movers and shakers across CME Group markets Why silver, platinum and gold led the downside this week Small caps' impressive resurgence and the Russell 2000's renewed leadership The return to semi-annual Russell Reconstitution and what it means for investors Record-breaking growth in U.S. equity market capitalization Russell 2000 options flow, volatility and unusual put activity How skew dynamics in small-cap options differ from other major indices NVIDIA, Alphabet and the changing hierarchy of America's largest companies The unprecedented attention surrounding the SpaceX IPO and index inclusion debate FTSE Russell's methodology and fast-entry IPO rules explained New E-mini Russell 3000 futures A preview of the upcoming Russell 9000 Global Index What all of these developments could mean for futures and options traders
Drie-op-een-rij! Ook OpenAI heeft nu de papiertjes voor zijn beursgang ingediend. Wat moet het bedrijf allemaal doen om beleggers het hof te maken de komende maanden? Het lijkt er op dat ChatGPT wordt omgekat om veel meer zakelijke abonnementen te kunnen gaan leveren. Met andere woorden: het heeft goed naar de concurrent gekeken! Kan het Anthropic nog de pas af snijden of is het gedoemd daar achteraan te hobbelen? En aan de overkant staat Apple: Siri krijgt haar zoveelste make-over, maar nog veel belangrijker is toch al die hardware die het aandeel de lucht in moet blijven helpen Dat, en... Europese Chip Act? De topman van ASML bijt terug 200 bedrijven verslaan de MSCI World Index dankzij AI-hausse BYD groeit nauwelijks in China en maar topvrouw ziet het zonnig in De nieuwe auto van Spyker! De beursgang van nóg een AI-bedrijf: Perplexity Te gast: Robbert Manders van het Antaurus Europe Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Drie-op-een-rij! Ook OpenAI heeft nu de papiertjes voor zijn beursgang ingediend. Wat moet het bedrijf allemaal doen om beleggers het hof te maken de komende maanden? Het lijkt er op dat ChatGPT wordt omgekat om veel meer zakelijke abonnementen te kunnen gaan leveren. Met andere woorden: het heeft goed naar de concurrent gekeken! Kan het Anthropic nog de pas af snijden of is het gedoemd daar achteraan te hobbelen? En aan de overkant staat Apple: Siri krijgt haar zoveelste make-over, maar nog veel belangrijker is toch al die hardware die het aandeel de lucht in moet blijven helpen Dat, en... Europese Chip Act? De topman van ASML bijt terug 200 bedrijven verslaan de MSCI World Index dankzij AI-hausse BYD groeit nauwelijks in China en maar topvrouw ziet het zonnig in De nieuwe auto van Spyker! De beursgang van nóg een AI-bedrijf: Perplexity Te gast: Robbert Manders van het Antaurus Europe Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
The highly anticipated 2026 public listings of major technology leaders, specifically Anthropic, OpenAI, and SpaceX. These companies are preparing for historic debuts with projected valuations reaching the trillion-dollar mark, driven largely by their dominance in artificial intelligence and infrastructure. To accommodate these unprecedented "mega-IPOs," major stock exchanges and index providers like Nasdaq and FTSE Russell have implemented new "Fast Entry" rules to allow rapid inclusion into flagship benchmarks. This structural shift aims to improve market representativeness but introduces significant risks regarding forced passive buying and heightened price volatility for index fund investors. Experts suggest that global investors navigate these listings by monitoring indirect exposure through major stakeholders like Alphabet and Amazon or by utilizing staggered entry strategies around lock-up expiry windows. Ultimately, these sources reflect a transformative era where private-market giants are fundamentally reshaping the architecture of public stock indices and passive investment strategies.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe Space IPO is getting closer… and the more details come out, the more questions investors should be asking. Why does this feel so rushed? Why are index rules changing? And could passive investors end up buying into one of the most hyped IPOs in market history whether they want to or not?In this breakdown, we react to another deep dive on the Space IPO, index fund investing, free float rules, Nasdaq, FTSE Russell, and why these mega IPOs could create a major conflict for everyday investors. The concern isn't just whether Space becomes a huge company. The concern is whether index funds could be forced to buy it too quickly, before the stock has had time to prove itself in the open market.We also dig into the valuation problem. Space is reportedly being talked about near a $2 trillion valuation, even with huge losses, massive future assumptions, and a tiny percentage of shares actually available to trade. That can create scarcity, hype, and FOMO… but it can also leave retail investors holding the bag if the story breaks down.✅ Space IPO, valuation, free float, and index fund risk✅ Nasdaq 100, FTSE Russell, rule changes, and passive investing✅ Why IPOs need time to “season” before traders trust them✅ Retail FOMO, insider incentives, and mega IPO warning signs✅ OVTLYR trading discipline, trend signals, and avoiding hype tradesIf you're excited about the Space IPO, this one is worth watching before you let FOMO make the decision for you.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
VOV1 - Nhiều tổ chức tài chính và báo chí quốc tế tiếp tục đưa ra những đánh giá tích cực và lạc quan về triển vọng kinh tế Việt Nam.Từ tăng trưởng, sản xuất cho tới thị trường tài chính, Việt Nam được nhìn nhận là một trong những điểm sáng nổi bật của khu vực châu Á, trong bối cảnh kinh tế toàn cầu còn nhiều biến động.Hãng S&P Ratings dự báo, đến năm 2028, Việt Nam có thể trở thành nền kinh tế tăng trưởng nhanh thứ hai châu Á, chỉ sau Ấn Độ. Động lực chính đến từ hoạt động xuất khẩu và đầu tư mạnh vào cơ sở hạ tầng. Theo S&P, cam kết mở rộng đầu tư hạ tầng của Chính phủ Việt Nam trong các dự án như cao tốc, cảng biển, sân bay, năng lượng và hạ tầng số, có thể tạo nền tảng cho nhiều năm tăng trưởng mạnh mẽ tiếp theo.Không chỉ được đánh giá cao về tốc độ tăng trưởng, Việt Nam còn ngày càng khẳng định vai trò là trung tâm sản xuất mới của khu vực. Theo báo cáo của Văn phòng Nghiên cứu Kinh tế Vĩ mô ASEAN+3, Việt Nam đang nổi lên như một trung tâm sản xuất quan trọng trong khu vực, đồng thời duy trì được đà tăng trưởng cao dù phải đối mặt nhiều sức ép từ bên ngoài. Báo cáo nhận định, chính nhờ vậy, nhiều doanh nghiệp quốc tế đang lựa chọn Việt Nam như một trung tâm sản xuất thay thế trong quá trình đa dạng hóa chuỗi cung ứng.Cùng với triển vọng tăng trưởng và sản xuất tích cực, thị trường tài chính Việt Nam cũng nhận được sự quan tâm lớn của giới đầu tư quốc tế. Dư luận các nước đặc biệt chú ý tới việc FTSE Russell xác nhận lộ trình nâng hạng thị trường chứng khoán Việt Nam từ thị trường cận biên lên thị trường mới nổi thứ cấp vào ngày 21/9/2026. Quyết định này đưa Việt Nam tiến gần hơn tới nhóm các thị trường lớn trong khu vực như Ấn Độ hay Trung Quốc, đồng thời cho thấy rõ hiệu quả của những cải cách theo hướng thân thiện hơn với nhà đầu tư mà Việt Nam đã triển khai trong thời gian qua. Theo hãng tin CNBC, việc nâng hạng sẽ tạo điều kiện để nhiều quỹ đầu tư thụ động toàn cầu gia tăng tỷ trọng cổ phiếu Việt Nam trong danh mục đầu tư. Ông John Desmond Sheehy, Thành viên Hội đồng Quản trị độc lập tại Công ty Cổ phần Chứng khoán VPS, cho biết:"Tôi đã ở đây 27 năm và những tiến bộ đạt được là phi thường. Một trong những cột mốc quan trọng nhất phía trước, là việc nâng hạng thị trường chứng khoán Việt Nam của FTSE Russell. Đây là điều mà chúng ta đã nỗ lực trong nhiều năm và nay cuối cùng đã đạt được. Tôi xin chúc mừng Chính phủ, Bộ Tài chính và Ủy ban Chứng khoán Nhà nước vì đã nỗ lực để có kết quả này. "Việt Nam là một trong những điểm sáng nổi bật của khu vực châu Á. Ảnh minh họa (KT)
VOV1 - Quyết định xác nhận lộ trình nâng hạng thị trường chứng khoán Việt Nam lên nhóm mới nổi Thứ cấp vào tháng 9/2026 của FTSE Russell không chỉ là sự ghi nhận nỗ lực cải cách pháp lý thực chất mà còn mở ra một chương mới cho hệ thống tài chính quốc gia.Ông John Desmond Sheehy, Thành viên Hội đồng Quản trị độc lập tại Công ty Cổ phần Chứng khoán VPS, nhận định, việc nâng hạng sẽ thu hút thêm hàng tỷ USD vốn đầu tư nước ngoài vào thị trường chứng khoán Việt Nam, đồng thời tăng cường hơn nữa sự hiện diện của các nhà đầu tư toàn cầu tại Việt Nam: “Một trong những cột mốc quan trọng nhất phía trước, là việc nâng hạng thị trường chứng khoán Việt Nam của FTSE Russell. Đây là điều mà chúng ta đã nỗ lực trong nhiều năm và nay cuối cùng đã đạt được”.Thị trường chứng khoán Việt Nam: Lộ trình nâng hạng và kỳ vọng dòng vốn hàng tỷ USD
VOV1 - Việc FTSE Russell nâng hạng thị trường chứng khoán Việt Nam lên nhóm mới nổi thứ cấp không chỉ mở ra kỳ vọng về dòng vốn ngoại, mà còn tạo động lực thúc đẩy nguồn cung hàng hóa mới chất lượng cao.Khi cả dòng tiền và hàng hóa cùng cải thiện, thị trường được kỳ vọng bước vào một chu kỳ phát triển mới với quy mô và chất lượng được nâng lên rõ rệt. Theo các chuyên gia, từ nửa cuối năm nay sang đến năm sau, thị trường sẽ tiếp nhận dòng vốn đầu tư lớn và đa dạng từ các quốc gia trên thế giới, qua đó thỏa mãn nhu cầu vốn của doanh nghiệp Việt Nam.Ông Thái Văn Chuyện, Tổng giám đốc Công ty Cổ phần Thành Thành công – Biên hòa và ông Ngọ Trường Nam, Tổng giám đốc, CTCP Đầu tư Hạ tầng Giao thông Đèo Cả kỳ vọng:Khi chúng ta được nâng hạn thì sẽ thể hiện uy tín của thị trường, chúng ta sẽ có được sự quan tâm nhiều hơn của các nhà đầu tư, các tổ chức quốc tế. Dòng vốn tham gia nhiều hơn thì hỗ trợ cho các doanh nghiệp tái đầu tư vào hoạt động sản xuất kinh doanh của mình và như vậy nâng cao năng lực của doanh nghiệp trên trường quốc tế. Việc nâng hạng có rất nhiều ý nghĩa. Thứ nhất là giúp phát triển về quy mô của thị trường. Cái thứ 2 quan trọng hơn đấy là cái sự tín nhiệm của quốc tế và cái sự tham gia của các nhà đầu tư quốc tế. Tôi tin chắc rằng cơ quan quản lý nhà nước cũng sẽ đưa ra nhiều sản phẩm hơn, như kênh trái phiếu công trình hoặc sự tham gia của các quỹ có tính đặc thù như quỹ đầu tư về hạ tầng. Chúng tôi kỳ vọng những cái điều như vậy.Ảnh minh họa
Meskas tej coj lub fwj chim ua tsov rog, Australia lub koom haum pab cuam tej neeg txom nyem, Meskas thiab suam hiav txwv Strait of Hormuz, kev tsheb ciav hlau ntawm Sydney, xwm txheej tsis tau roj tsheb txaus siv, Meskas cov tsub se rau cov teb chaws xa riam phom pab Iran, Australia tus thawj pwm tsav thiab tej tsov rog ntawm Middle East, Russia thiab Ukraine tej tsov rog, ASIC thiab AI scams, Cob tsib tej stocks ntawm FTSE Russell, Nplog tej tswv yim tswj kev nyab xeeb rau tej lagluam ntoj ncig, Europe tej club nto npe cov kev ncaws pob ntawm Perth.
Như đã tiên đoán, TBT ĐCSVN Tô Lâm nay kiêm luôn vị trí Chủ Tịch Nước CHXHCN Việt Nam, giống như mô hình nhất thể hóa của Trung Quốc. Tân Nội Các Chính phủ do Thủ tướng Lê Minh Hưng dẫn đầu có 5 ủy viên Bộ Chính trị, và 3 khuôn mặt nữ. Việt Nam được thêm vào chỉ số tài chánh FTSE Russell theo từng giai đoạn từ tháng 9.
VOV1 - Hôm qua 8/4 theo giờ Việt Nam, Tổ chức định hạng tín nhiệm quốc tế là FTSE Russell đã chính thức xác nhận giữ nguyên lộ trình nâng hạng Thị trường Việt Nam từ Cận biên lên Mới nổi Thứ cấp.Đây là một nội dung tại Báo cáo kết quả rà soát giữa kỳ trong khuôn khổ kỳ đánh giá phân loại thị trường chứng khoán toàn cầu tháng 3/2026 của tổ chức này. Việc phân bổ cổ phiếu Việt Nam vào các rổ chỉ số đầu tư của FTSE chính thức triển khai từ tháng 9 năm 2026.Bà Nguyễn Ngọc Anh, Tổng giám đốc Công ty Quản lý quỹ SSI nhìn nhận: Chúng ta nhìn thấy trong một năm vừa qua, tăng trưởng mở tài khoản hơn 50% và số lượng nhà đầu tư mở tài khoản không chỉ là ở Đông Á mà mở rộng ra từ Mỹ ở các quốc gia phát triển. Và tất cả những trao đổi của họ tối thiểu là vài trăm triệu đô cho đến vài tỷ đô… Và tôi nghĩ rằng từ nay cho đến tháng 6, chúng ta vẫn tiếp tục nhìn thấy tất cả các quỹ lớn, các quỹ toàn cầu đang tập trung mở tài khoản ở Việt Nam để đón đầu cho việc nâng hạn thị trường.Ảnh minh họa
- Hôm nay, các đại biểu Quốc hội sẽ thảo luận ở tổ về các dự án luật như: Luật Thủ đô (sửa đổi), Luật sửa đổi, bổ sung một số điều của Luật Thi đua, khen thưởng và Luật Tín ngưỡng, tôn giáo (sửa đổi).- Chính phủ ban hành Chiến lược quốc gia về khởi nghiệp sáng tạo, hướng tới mục tiêu có ít nhất 10.000 doanh nghiệp khởi nghiệp sáng tạo vào năm 2030.- FTSE Russell - một trong ba tổ chức cung cấp chỉ số hàng đầu thế giới - chính thức xác nhận lộ trình nâng hạng thị trường chứng khoán Việt Nam.- Bất chấp đe dọa và cảnh báo liên tiếp từ Tổng thống Mỹ Donald Trump, giới lãnh đạo Iran vẫn giữ vững lập trường kiên định, quyết không khoan nhượng trong cuộc xung đột hiện nay.- Liên minh Châu ÂU chính thức vận hành đầy đủ Hệ thống Nhập cảnh /Xuất cảnh mới từ ngày 10/4 này nhằm ngăn chặn người di cư bất hợp pháp.
- Tổng Bí thư, Chủ tịch nước Tô Lâm chủ trì Hội nghị công bố và trao quyết định của Bộ Chính trị về công tác cán bộ.- Quốc hội tiếp tục thực hiện công tác nhân sự; phê chuẩn việc bổ nhiệm Phó Thủ tướng Chính phủ, các thành viên Chính phủ.- Thị trường chứng khoán Việt Nam tăng mạnh sau khi FTSE Russell khẳng định giữ nguyên lộ trình nâng hạng lên thị trường mới nổi thứ cấp, dự kiến từ ngày 21/9 tới.- Thực hiện Nghị quyết 72 của Bộ Chính trị, TPHCM triển khai khám sức khoẻ toàn dân. Người ủng hộ nhưng lo quá tải.- Mỹ - Iran đạt thỏa thuận ngừng bắn 2 tuần khi Tổng thống Mỹ Donald Trump rút lại đe dọa tấn công. Iran đồng ý cho phép tàu thuyền đi qua eo biển Hormuz an toàn trong hai tuần.- Giá dầu thế giới đồng loạt giảm mạnh, giá vàng tăng sau tín hiệu hạ nhiệt căng thẳng Trung Đông.
VOV1 - Thị trường chứng khoán Việt Nam đứng trước yêu cầu đổi mới toàn diện nhằm nâng cao vị thế, trở thành kênh huy động vốn chủ lực cho nền kinh tế trong giai đoạn phát triển 2026-2030. Những nỗ lực của cơ quan quản lý trong việc đưa vào vận hành hệ thống công nghệ mới KRX, cùng với việc tổ chức FTSE Russell chính thức công bố nâng hạng thị trường chứng khoán Việt Nam lên thị trường mới nổi thứ cấp, sẽ góp phần quan trọng thu hút dòng vốn đầu tư nước ngoài, gia tăng chiều sâu và quy mô thị trường, qua đó nâng cao vị thế của thị trường tài chính Việt Nam trong khu vực.Tải vềPlayMuteRemaining Time -4:38
SBS Finance Editor Ricardo Gonçalves speaks with Julie Lee from FTSE Russell about the day's market action including how the market is dealing with Donald Trump's latest tariff threats and why investors didn't like BHP's record copper and iron ore production report.
SBS Finance Editor Ricardo Gonçalves speaks with Julie Lee from FTSE Russell about the day's market action including how the market is dealing with Donald Trump's latest tariff threats and why investors didn't like BHP's record copper and iron ore production report.
Indrani De, head of global investment research at FTSE Russell, says that there are tailwinds in place — from currency fluctuations, valuations and geopolitical changes — that make developed markets outside of the United States look particularly promising for next year. She says in The Big Interview that correlations between domestic and international markets have been greatly reduced in the last two years, which raises the benefits of diversification, and she suggests that spreading money around will pay off in both returns and in lowering portfolio risk, particularly if spending and investing in artificial intelligence slows and stops masking other market weakness. David Blanchett, head of retirement research at Prudential, discusses the firm's 2025 Global Retirement Pulse Survey, which showed that mass affluent investors around the world feel ready for retirement, but that — perhaps because of their wealth — they haven't actually taken action to ensure that they're properly prepared. This lack of preparation means they haven't secured dependable income for life, nor have they adequately protected their nest eggs against downturns and market changes. That study shows that many investors could use a financial blueprint, and today's show covers that idea too, with Jeff Panik, author of "Your Future Is Now: Your Blueprint for Solving Your Retirement Puzzle." In the Book Interview, he discusses how investors who have amassed money without a plan can implement one around and with the investments they have made, and that planning does not require a complete overhaul. But even as they start to plan, Panik says every investor needs to take a "Financial Life Inventory," which goes beyond calculating net worth to take a complete picture of a person's financial situation.
SBS Finance Editor Ricardo Gonçalves speaks with Julia Lee from FTSE Russell to find out how investors are feeling ahead of official inflation data out on Wednesday, as traders feel increasingly confident of a US rate cut in December.
Crypto News: Ripple Prime breaks ground in the US today with the launch of digital asset spot prime brokerage capabilities which would include XRP, RLUSD, and other crypto assets.. Ripple acquires custody firm Palisade. FTSE Russell taps Chainlink to bring Russell 1000 and other index data onchain. Brazil, Hong Kong test cross-border blockchain trade system via Chainlink. Brought to you by
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
No episódio 306 do Stock Pickers, Lucas Collazo recebe dois nomes de peso. No sofá estão Cristiano Castro, Diretor de Desenvolvimento de Negócios da Blackrock Brasil, e Diego Roa, Head Latam & Brazil da FTSE Russell. No bate-papo descontraído e de extrema qualidade, eles abordam temas como gestão passiva, qualidade de índices para composição de ETFs, a “obsessão” dos gestores pelo chamado “tracking error” e o que refina boas estruturas de fundos.
- Hội nghị lần thứ 13 Ban Chấp hành Trung ương Đảng khóa XIII bế mạc, hoàn thành toàn bộ nội dung, chương trình đề ra.- Thủ tướng Phạm Minh Chính kiểm tra công tác ứng phó, khắc phục hậu quả mưa lũ tại Thái Nguyên, chỉ đạo 9 nhiệm vụ cấp bách cần làm ngay.- Các phó thủ tướng chính phủ kiểm tra công tác ứng phó, khắc phục hậu quả mưa lũ tại Lạng Sơn, Cao Bằng, Bắc Ninh.- Tổ chức xếp hạng FTSE Russell công bố nâng hạng thị trường chứng khoán Việt Nam lên thị trường mới nổi thứ cấp, khởi đầu cho giai đoạn phát triển mới.- Giải Nobel Hóa học 2025 vinh danh 3 nhà khoa học với phát minh về kim loại hữu cơ.
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12884Date of first use: October, 2025
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12874Date of first use: September, 2025
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12870Date of first use: September, 2025
Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.
Host: Mark Longo from The Options Insider Radio Network Guest: Shawn Creighton from FTSE Russell In this episode of The Crypto Rundown, Mark Longo welcomes Shawn Creighton from FTSE Russell to the Crypto Hot Seat. They discuss FTSE Russell's recent crypto derivatives launches, including bite-sized Bitcoin and Ethereum futures with Cboe and Eurex. The conversation explores the pros and cons of cash-settled versus physically-delivered products and the growing institutional interest in crypto. Mark then dive into a market rundown, analyzing Bitcoin's slight dip and the explosive rally in Ethereum, which is now a top performer for the year. The episode concludes with a look at other altcoins, including Solana, and a discussion on a potential crypto "yield curve." Time Stamps 3:52 - The Crypto Hot Seat with Shawn Creighton from FTSE Russell 26:59 - The Bitcoin Breakdown (including IBIT and MARA) 35:36 - The Altcoin Universe (including Ethereum, Solana, XRP, Litecoin, and others) 44:26 - Crypto Questions (discussion on physically-delivered crypto contracts)
Host: Mark Longo from The Options Insider Radio Network Guest: Shawn Creighton from FTSE Russell In this episode of The Crypto Rundown, Mark Longo welcomes Shawn Creighton from FTSE Russell to the Crypto Hot Seat. They discuss FTSE Russell's recent crypto derivatives launches, including bite-sized Bitcoin and Ethereum futures with Cboe and Eurex. The conversation explores the pros and cons of cash-settled versus physically-delivered products and the growing institutional interest in crypto. Mark then dive into a market rundown, analyzing Bitcoin's slight dip and the explosive rally in Ethereum, which is now a top performer for the year. The episode concludes with a look at other altcoins, including Solana, and a discussion on a potential crypto "yield curve." Time Stamps 3:52 - The Crypto Hot Seat with Shawn Creighton from FTSE Russell 26:59 - The Bitcoin Breakdown (including IBIT and MARA) 35:36 - The Altcoin Universe (including Ethereum, Solana, XRP, Litecoin, and others) 44:26 - Crypto Questions (discussion on physically-delivered crypto contracts)
By Selva Ozelli Esq, CPA, Author of Sustainably Investing in Digital Assets Globally President Donald Trump signed the Guiding and Establishing National Innovation for U.S. Stablecoins Act (GENIUS Act) into law on July 18th making it the first federal law to regulate stablecoins. Approved by Congress on Thursday, July 17th the bill's passage saw the digital asset industry assets surge past a $4 trillion market capitalization for the first time, with a report by Coincub showing increased digital asset activity in the US. Digital Art & NFTS with Digital Artist Michaël Zancan The US's new digital asset strategy as detailed in the crypto report mentions the Digital Asset Market Clarity Act ("CLARITY Act") which is new legislation designed to clarify the regulatory framework for digital assets, including collectible NFTs (this includes Art NFTs). If and when the CLARITY Act is signed into law, the Act is expected to unlock responsible innovation, protect consumers and cement the US's position as the global leader in the digital asset economy by drawing institutional investors to invest in collectible digital assets. Collectible Memecoins are already included in indexes by FTSE Russell. In her second "NFT Series" exclusive interview for Irish Tech News, Selva Ozelli Esq, CPA, Author of Sustainably Investing in Digital Assets asks digital artist Michael Zancan the reasons why he embraced digital art and NFTs. The first interview in the "NFT Series" is titled Can blockchain help artists? Aleksandra Artamonovskaja. Tell us about your journey to transition from oil painting to digital painting I learned to code at the age of eight, from reference books, writing programs on checkered sheets of paper. I could only type and test them on a computer every two months or so. Since then, I've never stopped making programs - many of them drawing or animating things. I got into the demo scene at fifteen. It would have been pretentious to call it "art" back then, but in hindsight, it was an early form of generative art, though immature and raw. In parallel, I had a lifelong passion for drawing, which grew more serious - and rebellious - when I started graffiti. I transitioned to oil painting later, after having tried nearly every other medium. It felt like the most intimidating one, and I wanted to confront it. Oil painting became my most intimate relationship with the creative act, a counterbalance to my professional life in tech and code, which I considered soulless at the time. I had vowed never to compromise that pure, almost sacred relationship with painting by subjecting it to commercial constraints. Being entirely self-taught - with no art school credentials - I didn't even attempt to conform to the codes of "the art world." So, for more than fifteen years, I lived a dual life: passionate oil painter on one side, creative coding studio director on the other. NFTs changed everything. They became the "right soil" for my art to bloom. I had never entered the art world - but NFTs created a new kind of art world that welcomed people like me. They allowed me to finally reconcile my two practices, developing a style where the painter's eye meets math and algorithms - what I like to call figurative-generative art. Tell us about the theme of your current exhibition regarding trees in gallery Bitforms in New York The exhibition revolves around two main elements: the embroidered tree, and a wall installation I call the Time_Line. Last year, I released Aux Arbres (which means "To the Trees" in French), a generative collection that produced 76,208 unique iterations across more than 43,000 collectors - making it the largest generative art collection ever at the time. It was innovative in the sense that, beyond the vast set of individual artworks, it revealed a "meta-collection" of 965 distinct trees. The idea was to use collective participation to plant an entire digital forest - a metaphor for the unity required among humans in the fight to preserve ...
In episode six of the European Market Brief, host Mark Longo is joined by guests Russell Rhoads (Indiana University), Nicolae Raulet (Eurex), Shawn Creighton (FTSE Russell), and Sandra Brekalo (Crypto Finance) to discuss the latest trends in the European derivatives and crypto markets. The episode covers the rise of crypto futures and options, institutional interest in crypto, recent price movements in Bitcoin and Ethereum, regulatory developments in the US and Europe, as well as the impact of AI on the crypto space. The hosts also dive into listener questions about staking rewards for Ethereum and share bold predictions for the future of the market. 01:22 Welcome to the European Market Brief 03:40 Meet the Guests 07:50 Diving into Crypto 09:00 Crypto Product Offerings at Eurex 14:17 FTSE Russell's Role in Crypto Benchmarks 19:07 The Evolution of Crypto Futures and Options 22:05 Current Trends in the Crypto Market 30:23 Institutional Demand for Crypto 35:03 Customer-Driven Exchange and Product Development 35:46 Institutional Demand and Crypto Market Dynamics 37:09 Indexing and Bite-Sized Products 38:53 Regulatory Uncertainty and Institutional Adoption 39:42 Evolution of Crypto Assets and Market Trends 44:02 Regulatory Developments in Europe and the US 49:09 Future Outlook and Bold Predictions 56:07 Listener Questions and Staking Rewards 59:01 Closing Remarks and Resources
In this episode Mark Longo dives deep into the ever-changing futures options landscape. Key topics include the performance analysis of tradable products such as gold, crude oil, and soybeans, with an emphasis on the volatility and top trades in these markets. Additionally, the episode features a special guest, Catherine Yoshimoto from FTSE Russell, who discusses the upcoming Russell Reconstitution. She provides insights into the changes in the market cap breakpoint, the shift of some 'Mag Seven' stocks partially into the value category, and the move to semi-annual reconstitution in 2024. The podcast also touches on various aspects of the Russell 2000 index, including recent trading trends, volatility movements, and notable trading activity. The episode concludes with a detailed explanation of the scheduling and methodology changes coming to the Russell indices. 01:03 Welcome to This Week in Futures Options 04:24 Movers and Shakers Report 12:45 Deep Dive into Equities with Catherine Yoshimoto 13:45 Russell Reconstitution Insights 29:00 Russell 2000 Options Analysis 34:24 Conclusion and Upcoming Events
In this episode Mark Longo dives deep into the ever-changing futures options landscape. Key topics include the performance analysis of tradable products such as gold, crude oil, and soybeans, with an emphasis on the volatility and top trades in these markets. Additionally, the episode features a special guest, Catherine Yoshimoto from FTSE Russell, who discusses the upcoming Russell Reconstitution. She provides insights into the changes in the market cap breakpoint, the shift of some 'Mag Seven' stocks partially into the value category, and the move to semi-annual reconstitution in 2024. The podcast also touches on various aspects of the Russell 2000 index, including recent trading trends, volatility movements, and notable trading activity. The episode concludes with a detailed explanation of the scheduling and methodology changes coming to the Russell indices. 01:03 Welcome to This Week in Futures Options 04:24 Movers and Shakers Report 12:45 Deep Dive into Equities with Catherine Yoshimoto 13:45 Russell Reconstitution Insights 29:00 Russell 2000 Options Analysis 34:24 Conclusion and Upcoming Events
Daniel Morris, chief market strategist at BNP Paribas Asset Management, says he sees continued expansion in the United States and a slowing in Europe and other international markets, which contributes to why he is mostly neutral on allocations, as tariff plays and international stimulus efforts and more creates positive potential around the globe. Morris says a neutral stance makes sense because there is so much uncertainty right now that it is hard to have strong convictions about what the market can do next. Indrani De, global head of investment research for FTSE Russell discusses the ongoing Russell Reconstitution — the exercise of changing benchmark indexes to reflect corporate evolutions and avoid surprises — and what the current effort (which becomes final on Friday) reveals about the stock market and the breadth of growth now. Plus Mark Hamrick, senior economic analyst/Washington bureau chief at BankRate.com, discusses current levels of consumer sentiment which show that nearly two-thirds of Americans are expecting that tariffs will have a negative impact on their personal finances.
SBS Finance Editor Ricardo Gonçalves speaks with Julie Lee from FTSE Russell about the impact of the Fair Work Commission's 3.5% rise to the minimum wage along with the rest of the day's sharemarket news, plus Rhayna Bosch finds out why petrol prices have risen despite a fall in the global oil price with Vivek Dhar from the Commonwealth Bank.
To kick off the second day of the International Futures Industry Conference, Shawn Creighton, the Director of Index Derivatives Solutions at FTSE Russell, joins the show for the second year in a row to discuss the issues that are creating the most buzz at Boca50. During this quick, 10-minute podcast, Creighton delves into an array of topics, including:Interest in digital assets indices continues to expand, while the rise of cryptocurrencies powers the launch of perpetual contracts for Bitcoin and Ethereum futures.Geopolitical risks are driving continued growth of 0DTE options.Investor interest in products linked to sustainability has waned in the US, but remains steady in other markets.'Finfluencers' and other channels are being leveraged to boost awareness of the Russell 2000 in markets outside the US.Say goodbye to your weekend because the push to offer 24/7 trading is only going to get stronger.Sign up for Modern Money SmartBrief
On this episode of the AJ Bell money and markets podcast Dan Coatsworth and Danni Hewson assess the impact on markets after Donald Trump brought in 25% tariffs on Mexico and Canada. Is a global trade war inevitable and have investors been caught on the hop because of the President's unpredictability or is it a storm set to fizzle out. [02:10] As the global order shifts European countries are expected to spend more on defence which helped lift the FTSE 100 to a record high earlier in the week, the team from Shares magazine deliver a deep dive into company making gains, BAE Systems. [13:30] Pastry purveyor Greggs was flavour of the month with investors, but growth has slowed significantly, can the company's focus on healthy options and evening grub help it get its mojo back? [22:20) Changes to listing rules are in the offing with the FTSE Russell accepting companies with a Euro or Dollar share price from September so what might that mean for London markets. [28:30] AJ Bell's Head of Public Policy Rachel Vahey joins us to talk about the fast-approaching deadline if you need to top up your qualifying National Insurance contributions [32:36] and the sub 4% mortgage is back with 5 major lenders cutting mortgage deals. [39:20]
SBS Finance Editor Ricardo Gonçalves speaks with Australia Post CEO Paul Graham about how gig economy and new start-ups are threatening his thriving parcels business and the reforms needed to secure its future. Plus Julia Lee from FTSE Russell on the day's market action, including the latest woes from Star Entertainment.
In this episode, Liz Ann Sonders and Kathy Jones discuss this week's FOMC meeting and the market reactions. Then, Liz Ann speaks with Rob Arnott, founder and chairman of the board of Research Affiliates®. They discuss some of the advanced approaches of Research Affiliates, particularly focusing on the Research Affiliates Fundamental Index® (RAFI) and its implications for growth and value investing. They explore the differences between traditional indexing methods and RAFI, the challenges of forecasting market returns, and the potential for paradigm shifts in finance. The discussion emphasizes the importance of understanding market dynamics and the nuanced definitions of growth and value in investment strategies.Finally, Kathy and Liz Ann look ahead to the data and economic indicators that investors should be watching next week. You can read Rob's article, which Liz Ann mentions, here: "Fifty Years of Innovation, Mythmaking, and Mythbusting: Personal Reflections." On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The trade names "Research Affiliates®" and "Fundamental Index®" are registered trademarks of Research Affiliates, LLC.Fundamental Index® is a trademark of Research Affiliates. Rob Arnott, Research Affiliates, and FTSE Russell are unaffiliated with Schwab Asset Management® and Charles Schwab & Co.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.There are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Schwab does not recommend the use of technical analysis as a sole means of investment research.Rebalancing does not protect against losses or guarantee that an investor's goal will be met.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0125-NC10)
Rhayna Bosch speaks with Westpac Chief Economist Luci Ellis about consumer confidence, the next interest rate cut and threats to the economy; plus Rena Sarumpaet discusses the day's market action with Julia Lee from FTSE Russell including the implications of weak Australian dollar and the importance of the upcoming reporting season.
SBS Finance Editor Ricardo Gonçalves speaks with Julia Lee from FTSE Russell about Rio Tinto's deal to buy Arcadium Lithium and finds out how global developments are impacting financial markets.
Crypto Hot Seat: Kristen Mierzwa, Head of Digital Assets - FTSE Russell Discussion includes: What is FTSE Russell bringing to the crypto options space Discussing the new Eurex launch of futures & options on the FTSE Ethereum Index Talking about the expanded collaboration between FTSE Russell and Cboe to develop new crypto derivatives products Thoughts on the crypto derivatives market And much more Bitcoin Breakdown and Altcoin Universe We analyze the latest developments in Bitcoin and Ether in: Volatility Skew Open Interest Unusual activity We also look at other alt coins and much more.
When do you seize the opportunity and make the move? What should you consider before you take the leap? How do you adjust to the changes that come? In this episode we're talking to Lee Turner-Conn about what to consider when making a big career move. Lee is Head of Americas for the Index Investments Group at FTSE Russell which is part of the London Stock Exchange. Lee has over 20 years' experience in financial services. Lee holds a Bachelor of Science from Purdue University in Business Management with an emphasis on international studies. She currently lives in Montclair, New Jersey with her English husband Matt and 12 year old twins Fletcher and Clementine. There is also a miniature schnauzer named Winnie and a regal cat named Sir Duke. Kristine Delano guides the conversation about how to make the move and navigate career transitions. Follow on Instagram kristine.delano.writer Visit www.womeninetfs.com to find additional support in the ETF industry. Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab experts look ahead to the second half of 2024 to consider what investors might expect from the U.S. stock market, the global markets, and policy and politics in Washington D.C.First, Liz Ann Sonders and Kevin Gordon discuss the current trends and bifurcations in the equity market. They highlight the significant spread between large-cap and small-cap performance, with the S&P 500® outperforming the Russell 2000. They also discuss the divergence within large-cap stocks, particularly in the growth trio of tech, communication services, and consumer discretionary sectors. The conversation emphasizes the concentration of performance in a small number of major drivers, such as Nvidia, Microsoft, Meta, and Amazon. They also touch on the bifurcation between index-level gains and weaker member-level performance in the NASDAQ. The conversation concludes by noting the relationship between market bifurcations and broader economic trends.Next, Liz Ann interviews Jeffrey Kleintop, Schwab's chief global strategist. Their conversation covers the global economic outlook, China's market performance, central bank policy, geopolitical risk, election risks, and asset allocation. Jeff discusses the recovery in the global manufacturing sector, China's stock market performance, central bank rate cuts, geopolitical developments, and the importance of international diversification.Finally, Kathy Jones interviews Mike Townsend, Schwab's managing director of legislative and regulatory affairs and the host of the WashingtonWise podcast. They discuss the legislative agenda for the second half of the year, the upcoming presidential election, the regulatory agenda, and the battle for control of Congress. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Investing involves risk, including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Small cap investments are subject to greater volatility than those in other asset categories. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Rebalancing does not protect against losses or guarantee that an investor's goal will be met. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Digital currencies such as bitcoin are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Schwab does not recommend the use of technical analysis as a sole means of investment research.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Spotify and the Spotify logo are registered trademarks of Spotify AB.The Global Manufacturing Purchasing Managers Index (PMI) is a survey-based indicator of the economic health of the global manufacturing sector. The PMI index includes the major indicators of: new orders, inventory levels, production, supplier deliveries and the employment environment.The MSCI EAFE Equal Weighted Index includes the same constituents as the MSCI EAFE Index (large and mid-cap securities from Developed Markets countries around the world excluding the US and Canada), with an alternative weighting scheme where at each quarterly rebalance date, all index constituents are weighted equally.London Stock Exchange Group plc (LSEG) is a United Kingdom-based stock exchange and financial information company headquartered in the City of London, England. It owns the London Stock Exchange, Refinitiv, LSEG Technology, FTSE Russell, and majority stakes in LCH and Tradeweb.(0624-8NYZ)
All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab experts look ahead to the second half of 2024 to consider what investors might expect from the U.S. stock market, the global markets, and policy and politics in Washington D.C.First, Liz Ann Sonders and Kevin Gordon discuss the current trends and bifurcations in the equity market. They highlight the significant spread between large-cap and small-cap performance, with the S&P 500® outperforming the Russell 2000. They also discuss the divergence within large-cap stocks, particularly in the growth trio of tech, communication services, and consumer discretionary sectors. The conversation emphasizes the concentration of performance in a small number of major drivers, such as Nvidia, Microsoft, Meta, and Amazon. They also touch on the bifurcation between index-level gains and weaker member-level performance in the NASDAQ. The conversation concludes by noting the relationship between market bifurcations and broader economic trends.Next, Liz Ann interviews Jeffrey Kleintop, Schwab's chief global strategist. Their conversation covers the global economic outlook, China's market performance, central bank policy, geopolitical risk, election risks, and asset allocation. Jeff discusses the recovery in the global manufacturing sector, China's stock market performance, central bank rate cuts, geopolitical developments, and the importance of international diversification.Finally, Kathy Jones interviews Mike Townsend, Schwab's managing director of legislative and regulatory affairs and the host of the WashingtonWisepodcast. They discuss the legislative agenda for the second half of the year, the upcoming presidential election, the regulatory agenda, and the battle for control of Congress. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Investing involves risk, including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Small cap investments are subject to greater volatility than those in other asset categories. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Rebalancing does not protect against losses or guarantee that an investor's goal will be met. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Digital currencies such as bitcoin are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Schwab does not recommend the use of technical analysis as a sole means of investment research.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Spotify and the Spotify logo are registered trademarks of Spotify AB.The Global Manufacturing Purchasing Managers Index (PMI) is a survey-based indicator of the economic health of the global manufacturing sector. The PMI index includes the major indicators of: new orders, inventory levels, production, supplier deliveries and the employment environment.The MSCI EAFE Equal Weighted Index includes the same constituents as the MSCI EAFE Index (large and mid-cap securities from Developed Markets countries around the world excluding the US and Canada), with an alternative weighting scheme where at each quarterly rebalance date, all index constituents are weighted equally.London Stock Exchange Group plc (LSEG) is a United Kingdom-based stock exchange and financial information company headquartered in the City of London, England. It owns the London Stock Exchange, Refinitiv, LSEG Technology, FTSE Russell, and majority stakes in LCH and Tradeweb.(0624-8A7Z)
All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab experts look ahead to the second half of 2024 to consider what investors might expect from the U.S. stock market, the global markets, and policy and politics in Washington D.C.First, Liz Ann Sonders and Kevin Gordon discuss the current trends and bifurcations in the equity market. They highlight the significant spread between large-cap and small-cap performance, with the S&P 500® outperforming the Russell 2000. They also discuss the divergence within large-cap stocks, particularly in the growth trio of tech, communication services, and consumer discretionary sectors. The conversation emphasizes the concentration of performance in a small number of major drivers, such as Nvidia, Microsoft, Meta, and Amazon. They also touch on the bifurcation between index-level gains and weaker member-level performance in the NASDAQ. The conversation concludes by noting the relationship between market bifurcations and broader economic trends.Next, Liz Ann interviews Jeffrey Kleintop, Schwab's chief global strategist. The conversation covers the global economic outlook, China's market performance, central bank policy, geopolitical risk, election risks, and international allocation and diversification. Jeff discusses the recovery in the global manufacturing sector, China's stock market performance, central bank rate cuts, geopolitical developments, and the importance of international diversification.Finally, Kathy Jones interviews Mike Townsend, Schwab's managing director of legislative and regulatory affairs and the host of the WashingtonWise podcast. They discuss the legislative agenda for the second half of the year, the upcoming presidential election, the regulatory agenda, and the battle for control of Congress. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Investing involves risk, including loss of principal.Small cap investments are subject to greater volatility than those in other asset categories. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Rebalancing does not protect against losses or guarantee that an investor's goal will be met. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Digital currencies such as bitcoin are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.The Global Manufacturing Purchasing Managers Index (PMI) is a survey-based indicator of the economic health of the global manufacturing sector. The PMI index includes the major indicators of: new orders, inventory levels, production, supplier deliveries and the employment environment.The MSCI EAFE Equal Weighted Index includes the same constituents as the MSCI EAFE Index (large and mid-cap securities from Developed Markets countries around the world excluding the US and Canada), with an alternative weighting scheme where at each quarterly rebalance date, all index constituents are weighted equally.London Stock Exchange Group plc is (LSEG) is a United Kingdom-based stock exchange and financial information company headquartered in the City of London, England. It owns the London Stock Exchange, Refinitiv, LSEG Technology, FTSE Russell, and majority stakes in LCH and Tradeweb.(0624-7NF9)
Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco's solutions-based approach that canvasses every type of asset pool and structure and focuses first on top-down strategic asset allocation and tactical positioning, and only later on manager selection. We cover the research that drives asset allocation and factor decisions, importance of scaling customized solutions, and impact of technology in the process. All investing involves risk, including the risk of loss. This should not be considered a recommendation to purchase any investment product. This does not constitute a recommendation of any investment strategy for a particular investor. Investors should consult a financial professional before making any investment decisions if they are uncertain whether an investment is suitable for them. Please obtain and review all financial material carefully before investing. Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss. This material is not intended to provide, and should not be relied on, for tax advice. The opinions expressed are those of the presenter(s), are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. All information as of April 29, 2024, in USD, unless stated otherwise. Invesco and FTSE Russell are not affiliated entities. Capital Allocators and Invesco are not in any way affiliated. The Invesco Solutions (IS) team is part of Invesco Advisers, Inc. (IAI), an investment adviser that provides investment advisory services and does not sell securities. Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. Invesco Advisers, Inc. is an indirect wholly owned subsidiary of Invesco Ltd. ©2024 Invesco All rights reserved. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership