Summary:
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Now On Demand
Join us as we review the second quarter in US equities and look back at what drove markets.
Highlights we’ll discuss:
- Widespread Pain: Stubbornly high inflation, aggressive Fed rate hikes and growing recession fears … what moved the markets in Q2?
- Looking for Shelter: Few sectors escaped the sell-off, but defensive stocks such as health care and staples fared better than most. Which ones and why?
- Value vs Growth: How did the value fare in Q2?
FTSE Russell is proud to partner with Blackrock/iShares to bring you trusted insights and research you can use to support your clients and strengthen your investment process.
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Speakers:
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Kristy Akullian, CFA
Director, iShares Investment Strategy, Americas
BlackRock
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Kristy Akullian, CFA, Director, is a senior member of the iShares Investment Strategy team. By meshing market signals with ETF solutions, the team seeks to deliver actionable insights on macro trends, investor positioning, and efficient execution. In this capacity she heads up institutional content and co-chairs the iShares Institutional Content Governance Board, creating and advising on content around novel ETF use cases and general education. Kristy is based in San Francisco and works with both institutional and USWA sales to deliver iShares content directly to clients.
Previously, Kristy was a member of the iShares Markets Coverage (formerly Capital Markets) team offering institutional clients insights into ETF structure, liquidity and trading strategies. There she led client engagement of ETF comparisons to other delta-1 instruments, and produced delta-1 focused research and market commentary.
Prior to joining iShares, Kristy worked in the BlackRock Valuations Team researching hard to price securities and defending fair value decisions to the BlackRock Pricing Committee, as well as auditors and regulatory authorities. Kristy’s service with the firm dates back to 2010, before which she worked in trading operations at Fisher Investments.
Kristy earned BA degrees in Economics and English from the University of Southern California. She is also a CFA Charterholder. |
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Mark Barnes, PhD
Head of Global Investment Research, Americas
FTSE Russell
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Mark Barnes is Head of Investment Research, Americas for FTSE Russell. Dr. Barnes joined FTSE Russell in 2018 and is responsible for applied research and new index development for the United States. In his role in applied research, he is responsible for engaging with clients to explain the FTSE Russell index construction methodology and to work with them to find solutions to their investment problems.
Prior to joining FTSE Russell, Dr. Barnes was a Director and Portfolio Manager within the Multi Asset group at PanAgora Asset Management in Boston. He was responsible for equity strategies within the group including alternative beta, defensive equity and country allocation overlay strategies. |
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Catherine Yoshimoto
Director, Product Management
FTSE Russell
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Catherine Yoshimoto joined FTSE Russell in 2010 and is responsible for product management of market cap weighted equity indexes, including the FTSE Global Equity Index Series (FTSE GEIS) and Russell US Indexes. Catherine covers additional equity index products such as Style, Stability, Real Estate and Infrastructure index series.
Catherine has 20 years of financial services industry experience. Prior to joining FTSE Russell, Catherine spent six years in product management and development roles at Franklin Templeton Investments, covering equity and fixed income fund products distributed globally.
Catherine earned three university degrees: (1) M.A. Organizational Leadership, Gonzaga University, (2) M.S. Management, Notre Dame de Namur University, and (3) B.A. Political Science, University of California, Berkeley. |
