Multi-Asset Ideas for Growth While Managing Risks – State Street Global Advisors – 3.6.23

Overview:
Title: Multi-Asset Ideas for Growth While Managing Risks
Date: Monday, March 6, 2023
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

Markets continue to be in a state of flux as we enter the second quarter. Join experts from State Street Global Advisors and DoubleLine Capital for a robust discussion on four major factors driving portfolio return paths across real assets, equities, and fixed income including:

  • Direction of the dollar
  • Rates and inflation
  • Growth and recessionary risk
  • Geopolitical uncertainty

Speakers:
Jeffrey Sherman, CFA Jeffrey Sherman, CFA Deputy Chief Investment Officer DoubleLine Capital

As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (Twitter @ShermanShowPod, ShermanShow@Doubleline.com) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. In 2018, Money Management Executive named Jeffrey Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from the Claremont Graduate University. Mr. Sherman is a CFA charterholder.
Matthew Bartolini, CFA, CAIA Matthew Bartolini, CFA, CAIA Head of SPDR® Americas Research State Street Global Advisors

Matthew is 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.
Maxwell Gold, CFA Maxwell Gold, CFA Head of Gold Strategy State Street Global Advisors

Maxwell Gold is the Head of Gold Strategy within the SPDR ETF business at State Street Global Advisors. Before joining SSGA in July 2019, he served as the Director of Investment Strategy at Aberdeen Standard Investments, heading macroeconomic and commodity thought-leadership for its $3B U.S. ETF business. Prior to this he has also held roles within the Investment Research team at the World Gold Council, as an Investment Strategist with the Chief Investment Office at Merrill Lynch Wealth Management, and with the Global Portfolio Construction team within JP Morgan Private Banks Chief Investment Office.

Maxwell holds an M.S. in finance from the Simon Business School and a B.A. in economics from the University of Rochester. He is a CFA charterholder and holds the series 7 and 63 registrations.
Important Risk Information

Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

Commodities and commodity-index linked securities may be affected by changes in overall market movements, changes in interest rates and other factors such as weather, disease, embargoes, or political and regulatory developments, as well as trading activity of speculators or arbitrageurs in the underlying commodities.

Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.

Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, 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.

State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

DoubleLine® is a registered trademark of DoubleLine Capital LP.

Intellectual Property Information: The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, SPY®, SPX®, US 500 and The 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The SPDR S&P 500 ETF Trust (“SPY”) is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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Exp. Date: 2/29/2024