Portfolio Perspectives: A Portfolio Fit for 2024 – Global X ETFs – 1.31.24

Summary:

Now On Demand

Portfolio positioning is never easy, but times of transition make these allocation decisions both more challenging, and more critical. Expectations for lower policy interest rates and more subdued economic growth introduce their own set of risks and opportunities. But regardless of if the Fed attains their goal of a soft or softish landing, the relentless march of innovation persists. The past few years have borne witness to a notable surge in innovation, marked by the rapid adoption of new technologies. And in this environment of change, disruption creates opportunity.

Join Global X for their market and thematic outlook for 2024 as well as a discussion of their portfolio solutions.

Key Topics Covered:

• Market and economic outlook for 2024.
• The improved environment for the 60/40 portfolio and the importance of diversification.
• How to use thematic equity to differentiate your portfolio offering in a risk aware manner.

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

Speakers:

Jon joined Global X in 2017. He & his team shape the firm’s market outlook, lead the construction of model portfolios, craft the firm’s investment strategy, and contribute to the development of ETF products.

As portfolio managers, Jon & his team use a top-down approach to investing, focusing on macro level trends implementing their investment strategy through the use of broad based and more narrowly focused ETFs.

Jon has over 25 years of experience on Wall Street, most recently as the lead Model Portfolio Strategist at Merrill Lynch managing their ETF model portfolio business within its CIO Office. Prior, Jon was the Senior Closed-end Fund Research analyst within BofAML Global Research. Prior to joining BofAML, Jon was the lead Research Analyst covering Closed-end Funds and BDCs at UBS and its predecessor firm, PaineWebber.

Jon has authored many papers on Closed-end funds and ETFs, has appeared on Reuters, Bloomberg, CNBC, Cheddar TV, and is often quoted in leading financial publications including The Wall Street Journal and Barron’s.

Jon received his BBA from Emory University.

Michelle joined Global X in 2018 and has been instrumental in establishing the operations and processes for the ETF model portfolio business. She works closely with Jon Maier on the construction and management of the ETF model portfolios while overseeing the broader team that is involved in the management of the model portfolios.

Previously, Michelle worked at Merrill Lynch Wealth Management in its ETF model portfolio business. Prior to Merrill, Michelle worked for a boutique asset management firm, with a focus on both South African and developed market equities.

Michelle has authored papers on portfolio management with a focus on thematic and income focused investing. She also writes about a broad range of economic topics.

Michelle holds a Master’s in International Finance from the Amsterdam Business School and is a CFA Charterholder.

Tom Driscoll is SVP, Director of Model Portfolio Sales at Global X ETFs. He has over 25 years of industry experience. Prior to joining Global X in 2021, Tom was co-head of Strategist Model Portfolios at Goldman Sachs Asset Management. He also held positions at S&P Investment Advisory Services, MFS Investment Management, NATIXIS Global Asset Management, and Rydex SGI Investment Management. Tom holds a Bachelor’s degree from Northeastern University and an MBA from Babson College Franklin W. Olin Graduate School of Business.