Balancing Risks in the Search for Yield – SSGA – 7.29.20

Overview:
Title: Balancing Risks in the Search for Yield
Date: Wednesday, July 29, 2020
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

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

  • Investor behavior based on the latest quarterly flows and holdings across different fixed income sectors
  • Trends and expectations within credit, high yield and other areas of the bond market
  • Areas of opportunity to increase yield without overextending risk in a market environment featuring low rates and idiosyncratic volatility

Speakers:
William Ahmuty William Ahmuty
Head of SPDR ETF Fixed Income Group
State Street Global Advisors

Bill is the Head of SSGA SPDR ETF Fixed Income Group and the SPDR Insurance Team. He is responsible for leading SPDR ETF Fixed Income Institutional sales and strategy and joined the ETF Institutional Sales and Capital Markets Team in 2014. Bill has over 12 years of ETF trading experience across asset classes and over 20 years of market experience.

Bill has an undergraduate degree from the University of Notre Dame and earned a Masters of Business Administration from the University of Chicago. Bill has Series 7, 63, 55 and 24.
Matthew Bartolini , CFA Matthew Bartolini, CFA
Head of SPDR Americas Research
State Street Global Advisors

Matthew is a Managing Director of State Street Global Advisors and Head of SPDR Americas Research. 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 Analyst designation and is a member of the CFA Institute and the CFA Society Boston. He also holds the FINRA Series 7 and 63 licenses.
Marvin Loh Marvin Loh
Senior Global Market Strategist
State Street Global Advisors

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.
Bradley Sullivan, CFA Bradley Sullivan, CFA
Senior Portfolio Manager, Fixed Income Currency and Cash Investments Team
State Street Global Advisors

Bradley J. Sullivan is a Vice President and Sr. Portfolio Manager on State Street Global Advisors’ Fixed Income, Currency and Cash Investments team where he manages corporate credit beta portfolios for ETFs, commingled funds and separately managed accounts.

Mr. Sullivan earned his Bachelors of Science Management degree in Accounting and Finance from Tulane University and a Master’s in Business Administration from the Colgate Darden Graduate School of Business at the University of Virginia. Mr. Sullivan is a CFA charterholder.

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

© 2020 State Street Corporation. All Rights Reserved.

3161839.1.1.AM.RTL Exp. Date: 10/31/2020