Join Blackrock and FTSE Russell as They Review Q4 Equity Markets – FTSE Russell – 1.19.23


Title: Join BlackRock and FTSE Russell as They Review Q4 Equity Markets
Date: Thursday, January 19, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

Register Now:

Already Registered?
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.
This event is run by RIA Channel in association with the sponsor, Frank Russell Co., and will collect certain personal information from you so that the event can be delivered to you. Frank Russell Co., an LSEG business, have agreed to contact you only about the subject of the event; not to pass your personal information to a third party.
Please tick if you would like to hear more from Frank Russell Co. about their product and services.
View Frank Russell Co. Privacy Notice


Now On Demand

Join us as we review the fourth quarter in US equities and look back at what drove markets. Highlights we’ll discuss:

  • A rally caps a year of losses – Large-caps regained the edge vs small caps in the Q4 rally and suffered less in the full-year slump
  • Energy a hands-down 2022 winner – The surge in Energy stocks played a major role in leadership across the Russell US indexes
  • Value dominates again – See why Value prevailed over Growth in Q4 and for the full year
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.


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.

© 2022 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, “FTSE Canada”), (4) MTSNext Limited (“MTSNext”), (5) Mergent, Inc. (“Mergent”), (6) FTSE Fixed Income LLC (“FTSE FI”), (7) The Yield Book Inc (“YB”) and (8) Beyond Ratings S.A.S. (“BR”). All rights reserved.

FTSE Russell® is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. “FTSE®”, “Russell®”, “FTSE Russell®”, “MTS®”, “FTSE4Good®”, “ICB®”, “Mergent®”, “The Yield Book®, Beyond Ratings®” and all other trademarks and service marks used herein (whether registered or unregistered) are trademarks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, MTSNext, FTSE Canada, Mergent, FTSE FI, YB or BR. FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator.

All information is provided for information purposes only. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Because of the possibility of human and mechanical error as well as other factors, however, such information and data are provided “as is” without warranty of any kind. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of the FTSE Russell products, including but not limited to indexes, data and analytics, or the fitness or suitability of the FTSE Russell products for any particular purpose to which they might be put. Any representation of historical data accessible through FTSE Russell products is provided for information purposes only and is not a reliable indicator of future performance.

No responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for (a) any loss or damage in whole or in part caused by, resulting from, or relating to any error (negligent or otherwise) or other circumstance involved in procuring, collecting, compiling, interpreting, analyzing, editing, transcribing, transmitting, communicating or delivering any such information or data or from use of this document or links to this document or (b) any direct, indirect, special, consequential or incidental damages whatsoever, even if any member of the LSE Group is advised in advance of the possibility of such damages, resulting from the use of, or inability to use, such information.

No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice, and nothing contained herein or accessible through FTSE Russell products, including statistical data and industry reports, should be taken as constituting financial or investment advice or a financial promotion.

The information contained in this report should not be considered “research” as defined in recital 28 of the Commission Delegated Directive (EU) 2017/593 of 7 April 2016 supplementing Directive 2014/65/EU of the European Parliament and of the Council (“MiFID II”) and is provided for no fee.

Past performance is no guarantee of future results. Charts and graphs are provided for illustrative purposes only. Index returns shown may not represent the results of the actual trading of investable assets. Certain returns shown may reflect back-tested performance. All performance presented prior to the index inception date is back-tested performance. Back-tested performance is not actual performance but is hypothetical. The back-test calculations are based on the same methodology that was in effect when the index was officially launched. However, back-tested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic data used in the calculation of the index.

This document may contain forward-looking assessments. These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Such forward-looking assessments are subject to risks and uncertainties and may be affected by various factors that may cause actual results to differ materially. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments.

No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. Use and distribution of the LSE Group data requires a licence from FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB, BR and/or their respective licensors.

Refinitiv content is the intellectual property of Refinitiv. Any copying, republication or redistribution of Refinitiv content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Refinitiv. Refinitiv is not liable for any errors or delays in content, or for any actions taken in reliance on any content.