Positioning for a Higher Rate, Reflationary Regime – SSGA – 4.14.21

Overview:
Title: Positioning for a Higher Rate, Reflationary Regime
Date: Wednesday, April 14, 2021
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Today’s higher rate reflationary regime could upend the traditional 60/40 portfolio, forcing investors to re-consider asset allocation models within their stock, bond and commodity sleeves in order to meet return objectives. Join us for an in-depth conversation as we discuss:

  • Market impacts from monetary policy, fiscal stimulus and the economic reawakening
  • Threats from inflation, currency volatility and potential tax policy changes
  • Asset allocation ideas to address the current landscape

Speakers:
Emily Theurer Emily Theurer SPDR Research Analyst State Street Global Advisors

Emily is a research analyst at State Street Global Advisors. She is responsible for the product research and analysis of SPDR ETFs with a focus on the development of fixed income investment themes and portfolio implementation ideas for clients. Emily graduated from Boston University with a BA in Economics. She is currently a CFA Level III Candidate.
Matthew Bartolini, CFA Matthew Bartolini, CFA Head of SPDR Americas Research State Street Global Advisors

Matthew the 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 Bank’s 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.
Michael Arone, CFA Michael Arone, CFA Chief Investment Strategist, SPDR State Street Global Advisors

Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team. During his more than 20-year career as an investment professional, Michael has served as State Street Global Advisors’ Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals. Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
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(3515402.1.1.AM.RTL)

Exp. Date:3/31/2022