Join Blackrock and FTSE Russell as they review Q3 equity markets – FTSE Russell – 10.18.22

Overview:
Title: Join Blackrock and FTSE Russell as they review Q3 equity markets
Date: Tuesday, October 18, 2022
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Join us as we review the third quarter in US equities and look back at what drove markets.

Highlights we’ll discuss:

  • More pain: Fed hardline stance and rising recession risks intensify the worst rout for US stocks in more than a decade
  • Rate-sensitive stocks a major casualty: Few sectors escaped the rout, but the toll was especially heavy for real estate, telecom & tech
  • Growth gets a reprieve: Growth fared modestly better than Value in Q3…here’s why
FTSE Russell is proud to partner with Blackrock/iShares to bring you trusted insights and research you can use to support your clients and strengthen your investment process.

Speakers:
Kristy Akullian, CFA Kristy Akullian, CFA Director, iShares Investment Strategy, Americas BlackRock

Kristy Akullian, CFA, Director, is a senior member of the iShares Investment Strategy team. By meshing market signals with ETF solutions, the team seeks to deliver actionable insights on macro trends, investor positioning, and efficient execution. In this capacity she heads up institutional content and co-chairs the iShares Institutional Content Governance Board, creating and advising on content around novel ETF use cases and general education. Kristy is based in San Francisco and works with both institutional and USWA sales to deliver iShares content directly to clients.

Previously, Kristy was a member of the iShares Markets Coverage (formerly Capital Markets) team offering institutional clients insights into ETF structure, liquidity and trading strategies. There she led client engagement of ETF comparisons to other delta-1 instruments, and produced delta-1 focused research and market commentary.

Prior to joining iShares, Kristy worked in the BlackRock Valuations Team researching hard to price securities and defending fair value decisions to the BlackRock Pricing Committee, as well as auditors and regulatory authorities. Kristy’s service with the firm dates back to 2010, before which she worked in trading operations at Fisher Investments.

Kristy earned BA degrees in Economics and English from the University of Southern California. She is also a CFA Charterholder.
Mark Barnes, PhD Mark Barnes, PhD Head of Investment Research, Americas FTSE Russell

Mark Barnes is Head of Investment Research, Americas for FTSE Russell. Dr. Barnes joined FTSE Russell in 2018. In his current role with the Global Investment Research team, he analyzes market behavior through the lens of FTSE Russell indices, including both cap-weighted and factor indices, and explains his findings through reports, blogs, and presentations. In his previous role in applied research, Mark engaged with clients to explain the FTSE Russell index construction methodology and to work with them to find solutions to their investment problems.

Prior to joining FTSE Russell, Dr. Barnes was a Director and Portfolio Manager within the Multi Asset group at PanAgora Asset Management in Boston. He was responsible for equity strategies within the group including alternative beta, defensive equity and country allocation overlay strategies.
Catherine Yoshimoto Catherine Yoshimoto Director, Product Management FTSE Russell

Catherine Yoshimoto joined FTSE Russell in 2010 and is responsible for product management of market cap weighted equity indexes, including the FTSE Global Equity Index Series (FTSE GEIS) and Russell US Indexes. Catherine covers additional equity index products such as Style, Stability, Real Estate and Infrastructure index series.

Catherine has 20 years of financial services industry experience. Prior to joining FTSE Russell, Catherine spent six years in product management and development roles at Franklin Templeton Investments, covering equity and fixed income fund products distributed globally.

Catherine earned three university degrees: (1) M.A. Organizational Leadership, Gonzaga University, (2) M.S. Management, Notre Dame de Namur University, and (3) B.A. Political Science, University of California, Berkeley.
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