Navigating Risk In the Pursuit of Income – SSGA – 10.27.20

Overview:
Title: Navigating Risk In the Pursuit of Income
Date: Tuesday, October 27, 2020
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Join us for an interactive discussion on the current state of fixed income markets. You’ll gain a greater understanding of:

  • Insight into investor behavior across various global fixed income sectors
  • Current inflationary environment and the outlook after the 2020 US election
  • Implementation ideas to increase potential yield while managing sources of risk

Speakers:
Marcel Benjamin Marcel Benjamin Vice President, Fixed Income Markets / ETF Analyst, SPDR ETF Fixed Income Group State Street Global Advisors

Marcel is a vice president in the SPDR ETF Fixed Income Group, supporting the distribution of the firm’s bond ETFs. Prior to joining SSGA, Marcel was an investment strategist at Swiss Re, helping invest the insurer’s balance sheet in dollar and sterling fixed income securities. Prior to that, he was a portfolio manager and trader at Guggenheim Partners Asset Management. Marcel began his career in fixed income portfolio risk management and advisory at BlackRock. Marcel holds a BA and a BS from the University of Pennsylvania and an MBA from Columbia Business School. He is a CFA charterholder and holds the FINRA Series 7 & 63 licenses.
Matthew Bartolini, CFA Matthew Bartolini, CFA Head of SPDR Americas Research State Street Global Advisors

Matthew the Head of SPDR Americas Research at State Street Global Advisors. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes. Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7 and 63 licenses.
Marvin Loh Marvin Loh Senior Global Market Strategist State Street Global Markets

Marvin Loh is a senior global market strategist within the multi-asset research team at State Street Global Markets. Within this team, Marvin’s primary responsibility is to leverage State Street’s proprietary institutional behavior, risk, and inflation metrics to monitor market developments and formulate their impact on global currency and interest rate markets. Marvin regularly consults with many of the world’s largest institutional investors and is a frequent commentator in the financial press, radio shows, and TV business programs. Over the last 20 years Marvin has done extensive work focusing on FX, rates, IG, HY, and equity markets. He obtained his Bachelor of Science and MBA degrees from New York University, Stern School of Business.
For Investment Professional Use Only.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

The commentary does not take into account any investor’s or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information.
Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates rise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

Investing involves risk including the risk of loss of principal.

Diversification does not ensure a profit or guarantee against loss.

SPDR® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and has been sublicensed by S&P Dow Jones Indices LLC (“SPDJI” and together with its affiliates and SPFS, “S&P”) for use by State Street Global Advisors. No financial product offered by State Street Global Advisors, a division of State Street Bank and Trust Company, or its affiliates is sponsored, endorsed, sold or promoted by S&P. S&P makes no representation regarding the advisability of investing in such product(s) nor does S&P have any liability in relation thereto. State Street Global Advisors Funds Distributors, LLC, One Iron Street, Boston, MA, 02210.

Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation

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AdTrax Code: 3161839.2.2.AM.RTL
Exp. Date: 1/31/21