Unpacking the Global X Income Toolkit in an Elevated Rate Market – Global X ETFs – 9.10.26

Summary:

Interest rates have been on the rise so far in 2026 due in part to persistent inflation, a resilient labor force, and geopolitical disruptions. These have altered expectations around future economic growth and presented uncertainty regarding the path of monetary policy that may ultimately be taken by the Federal Reserve. Even as interest rates have risen, the strong economic environment has pressured bond valuations, primarily the corporate bond sector where credit spreads have remained largely tight. That said, the backdrop has created an opportunity to generate coupons that fixed income investors have not seen in almost 20 years.

Enticing as this income opportunity might appear, investors are faced with a challenging proposition as they seek to evaluate rate sensitivity (duration) and credit risk in a market where upward pressure on interest rates remains ever present. In this webinar, we will seek to peel back the onion on Global X’s many Treasury, Corporate Bond, and Hybrid Securities ETFs, that aim to take thoughtful approaches to gaining fixed income exposure in an environment that beckons investors to consider taking a more measured stance.

In this webinar, we will cover:

• How laddering treasury exposures can potentially help lock in high yields and mitigate interest rate volatility.
• Thoughtful approaches to investing in corporate bonds in an environment wrought with uneven issuance and secular volatility.
• How utilizing preferred stock as a fixed income alternative can help diversify risk while potentially representing a tax-efficient solution.
• Rationale behind seeking to pursue yield and capital appreciation potential from emerging market debt.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

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.

Ben joined Global X in March 2026, bringing experience in asset allocation and ETFs. Previously, Ben worked with retail investors, financial intermediaries and institutional retirement plans, where he served as an investment strategist and ETF model manager for a turnkey asset management platform (TAMP) supporting independent financial advisors and retirement plans. In addition to managing portfolios, he has published market commentaries and blog posts, made appearances on Bloomberg and CNBC, and hosted a podcast series. Earlier in his career, Ben worked on the institutional side, first as a researcher supporting institutional plans and fund-of-funds, and later as an equity portfolio manager using quantitative models. He is also a board member and Head of Programming for the CFA Hartford Society and has taught an advanced investment course as an adjunct instructor at UMass Amherst. Ben holds an MBA from UCLA Anderson School of Management and a BA from UC San Diego as well as the CFA and CAIA professional designations.