Overview: |
| Title: Positioning for Falling Rates with Laddered Treasury and AI-Powered Corporate Bond ETFs |
| Date: Thursday, October 16, 2025 |
| Time: 2:00 PM Eastern Daylight Time |
| Duration: 1 hour |
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Summary: |
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Since the last time U.S. markets experienced a full rate cutting cycle, structural and technological developments have taken place within the ETF space that offer new and innovative means by which to allocate to traditional fixed income securities. In this presentation, we’ll discuss the implications that the Fed’s new rate-cutting cycle might have on corporate and government bond instruments. We’ll examine how Treasury Ladder ETFs can help reduce interest rate volatility and mitigate reinvestment risk. We’ll also communicate why pursuing corporate debt exposure through an active wrapper is potentially more efficient than a passive one. Finally, we’ll investigate how the Global X Investment Grade Corporate Bond ETF (GXIG) leverages a Deep Neural Network to support portfolio management decisions, potentially marking the next evolution in bond analysis. Accepted for 1 CFP/ IWI / CFA CE Credit |
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Speakers: |
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After joining Global X in 2023 as an Options Research Analyst, Robert now leads the broader Income arm of the research team headlined by its covered call suite, preferred stock, and master limited partnership products (MLPs). Prior to his arrival, he worked as an equity research analyst and chief editor at Value Line, an independent research provider, where his primary coverage focused on the Aerospace & Defense, Information Services, and Semiconductor sectors. While employed there, Robert also led Value Line’s Options Research Team. He earned his BA and MBA from Adelphi University with concentrations in Business Management and Marketing, respectively. |
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Jason joined Global X in August of 2023 as a Product Strategist, where he has broad exposure to the firm’s ETFs. In particular, he works closely with the sales team to create internal and client-facing research content focusing on attribution, product characteristics, index methodologies, and product comparisons. Before joining Global X, Jason worked at Schroders on the subadvised client team. Prior to that, he worked in wealth management at a Kansas-based private wealth firm. Jason earned his BS in Finance from the University of Kansas and is a Chartered Financial Analyst. |
GXIG uses a quantitative model and deep neural network (the "DNN" and, together with the quantitative model, the “Models”) to implement its investment strategy. The Models may not perform as intended. The information and data used in the Models may be supplied by third parties and therefore may be difficult to verify; inaccurate or incomplete data may limit the effectiveness of the Models. In addition, some of the data the Models use includes historical data, which may not accurately assess future market movements. The Models will analyze securities or securities markets based on certain assumptions concerning the interplay of market factors and may not adequately take into account certain factors and, to the extent the assumptions or the portfolio managers' judgment are incorrect, GXIG may have a lower return than if the Fund were managed using another model or investment strategy. The markets or prices of individual securities may be affected by factors not foreseen in developing the Models. As market dynamics change over time, a Model that was previously successful may become outdated. GXIG is subject to the risk that the DNN was not able to learn from the data as predicted which could result in lower returns than if the Fund were managed using another model or investment strategy. Errors in input data, assumptions, and/or the design of the Models may occur from to time and may not be identified and/or corrected by the Fund's Sub-Adviser for a significant period of time or at all. Successful operation of the Models is reliant on the information technology infrastructure maintained by the Fund's Sub-Adviser; deficiencies in such systems could compromise the operation of the Models and could result in losses to the Fund.
Carefully consider the Funds’ investment objectives, risks, and charges and expenses before investing. This and other information can be found in the Funds’ summary or full prospectuses, available at globalxetfs.com. Please read the prospectus carefully before investing.
Global X Management Company LLC serves as an advisor to Global X Funds. The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Global X Management Company LLC or Mirae Asset Global Investments.