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Creating an optimum funding portfolio means combining long-term targets with short-term market circumstances, and serving to buyers decide the correct near-term methods with out sacrificing long-term market alternatives.
On this episode, Douglas Yones, head of trade traded merchandise on the New York Inventory Alternate, is joined by Jon Maier, chief funding officer at World X, as they talk about how Jon’s crew focuses the agency’s funding methods and mannequin portfolios. Jon discusses the present markets, near-term trade traits and a few alternatives for buyers within the ETF market.
Douglas and Jon talk about:
- Jon’s begin within the ETF and mannequin portfolio trade;
- Present ETF product traits and near-term alternatives;
- Future funding themes for portfolios; and
- Yr-end funding planning.