The New Barbell, Real Growth and Equity Income – O’Shares – 6.15.21

Overview:
Title: The New Barbell, Real Growth and Equity Income
Date: Tuesday, June 15, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now Demand Soon.

The investment landscape is changing. The traditional 60/40 portfolio allocation may be obsolete, no longer achieving the result investors expect. We believe investing in real growth and the right sources of income will be paramount to reach desired total return objectives. Where has the growth gone from generic growth and tech strategies? Allocating to companies and sub-sectors leading digital innovation may provide long-term growth. As interest rates remain low, bonds are exposed to reinvestment risk. The right dividends can be a source of income growth and reduced portfolio risk. In this webcast, O’Shares ETFs will discuss how “real growth” and quality equity income may be a superior allocation strategy to traditional 60/40 portfolios and address the following topics:

  • Digital Innovation: accelerating growth in these sub sectors and companies
  • The difference between “old tech” and “new tech”
  • Evaluating tech, growth, and equity income strategies
  • Portfolio implementation idea, the New Barbell

Learn how the investment team at O’Shares ETFs can support financial advisors.

Speaker:
Connor O'Brien Connor O’Brien Chief Executive Officer and President O’Shares ETF Investments

Mr. O’Brien is President and CEO of O’Shares Investments. Mr. O’Brien has over 25 years of extensive global investment experience in the U.S. and international markets. His career includes 15 years in New York, first in mergers and acquisitions and capital markets at Lehman Brothers and Merrill Lynch, and then in private equity and portfolio management. Mr. O’Brien is a graduate of Dartmouth College (MBA) and Middlebury College (BA in Physics and Economics).
FOR INSTITUTOINAL USE ONLY Before you invest in O’Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit oshares.com to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. O’Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares ETF Investments or any of its affiliates.