Income Investing Strategies in a Rising Rate Environment – Global X ETFs- 5.24.22

Overview:
Title: Income Investing Strategies in a Rising Rate Environment
Date: Tuesday, May 24, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Inflation has reached levels not seen in 40 years, pressuring the Fed to increase interest rates and reduce its balance sheet. As we transition into a higher interest rate environment, derivative strategies and equity income solutions are well-suited options for investors to generate yield in the current environment. Please join Global X Director of Research, Rohan Reddy, and Global X Research Analysts, Matthew Dunn, and Eric Zheng, to discuss the market outlook and insights into how investors can position their portfolios with options based strategies like covered calls, energy related assets, like master limited partnerships (MLPs), and lower duration fixed income instruments like variable rate preferreds, all of which can help generate income in rising rate environment.

Speakers:
Rohan Reddy Rohan Reddy Director of Research Global X ETFs

Rohan joined Global X in 2015. He works within the firm’s research team, providing insights into the financial markets and Global X’s unique range of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend strategies. Rohan is also a member of the firm’s Portfolio Construction Committee (PCC), providing model portfolio solutions to investors. He is a frequent contributor to the Global X blog. Rohan earned his BA in Economics from New York University and is also a CFA charterholder. Rohan can be followed on Twitter @rreddy_gx
Matthew Dunn Matthew Dunn Research Analyst Global X ETFs

Matthew joined Global X in 2022. As a Research Analyst within the Income suite, he primarily covers dividends, preferreds, MLPs and EM bond strategies. Previously, Matthew worked for BT Funds Management in New Zealand where he was responsible for assessing external fund managers in constructing multi-manager portfolios, and assisting with strategic asset allocation analysis. Matthew holds a BCom in Management and a BProp in Property from the University of Auckland, and is a CFA Charterholder.
Eric Zheng Eric Zheng Research Analyst Global X ETFs

Eric joined Global X in 2022. As a Research Analyst within the Income suite, he primarily covers options strategies. Previously, Eric worked for Infrastructure Capital Advisors, where he supported the firm’s research efforts across their hedge funds and exchange traded funds. Prior to that, he interned for Messier Maris & Associés, where he assisted in investment banking advisory as a M&A Analyst. Eric holds a BS in Economics with concentrations in Finance and Management from the Wharton School at the University of Pennsylvania.