Alternative Income Opportunities to Create a Diversified Portfolio – Global X ETFs – 3.6.24

Summary:

Now On Demand

Breaking away from the traditional exposures presented by the 60/40 portfolio, income-oriented investors have a wealth of opportunities at their disposal. Whether their goals are centered around boosting yield, broadening diversification, or augmenting risk, covered call, preferred stock, and emerging market debt instruments offer a means by which to address these concerns and service an array of additional functions.

Please join Global X ETFs for a dynamic discussion surrounding income opportunities that exist outside the scope of traditional high yield, investment grade, and government bonds, where we’ll highlight the benefits that can be achieved by diversifying income streams and detail the functions of specific offerings designed to provide these capabilities.

Key questions we seek to answer include:

• What features of the current investment landscape make alternative income opportunities so attractive?
• How can covered call option writing be used to establish a source of current income within a broader portfolio?
• What ancillary benefits can be realized by incorporating a covered call exposure?
• Why might the current phase of the economic cycle support the case for preferred stock?
• How is the global economic environment creating tailwinds for emerging market debt?

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

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.

Robert joined Global X in 2023 as an Options Research Analyst monitoring its Covered Call suite and other Risk-Managed ETFs. Prior to his arrival, he worked as an equity research analyst and chief editor at Value Line, an independent research provider, where his primary coverage focused on the Aerospace & Defense, Information Services, and Semiconductor sectors. While employed there, Robert also led Value Line’s Options Research Team. He earned his BA and MBA from Adelphi University with concentrations in Business Management and Marketing, respectively.

Kenny joined Global X in 2023. He works within the firm’s research team, providing insights into the financial markets and Global X’s Income Suite of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend Strategies. Prior to joining Global X, Kenny served as a Fixed-Income Investment Analyst with PFM Asset Management, LLC., an institutional investment advisor. He earned his BS in International Relations & Politics from Carnegie Mellon University and is a Chartered Financial Analyst.