Off the Record by Chandler Publishing
Off the Record is a podcast from Chandler Publishing Ltd, representing both the ETF digital title ETF Express which has been bringing news and views on ETFs since 2006 and the digital title Institutional Asset Manager bringing news to the institutional asset management industry since 2013.The outing brings together commentators, analysts, issuers and service providers representing the ETF industry and the global asset management industry.
Defence and uranium – growth sectors in an unstable world
Tom Bailey, head of research at HANetf and Axel Belorde, head of business development EMEA & Asia, VettaFi, discuss the huge growth in assets in defence and uranium with Beverly Chandler.
This episode is brought to you in partnership with HANetf.
Celebrating APAC ETF growth
Beverly Chandler, ETF Express, talks to Ahmed Ibrahim, Managing Director, ETF Product, APAC, State Street, about the recent and rapid growth of the ETF in APAC.
This episode is brought to you in partnership with State Street.
US ETFs as a share class – the potential
Peter Shea and Paul Miller of Seward & Kissel LLP discuss the potential arrival of ETFs as a share class in the US, explaining the likely impact the regulatory change will have on the US ETF industry.
This episode is brought to you in partnership with Seward & Kissel LLP.
The rise of fixed income ETFs
For professional investors only.
Paul Syms, head of EMEA ETF Fixed Income and Commodity Product Management at Invesco talks to Beverly Chandler, ETF Express managing editor on the recent growth in fixed income ETFs. A broader adoption of ETFs as a vehicle combined with yields being more attractive than they have been for some time now lies behind the fixed income boost, Syms says.
Investment Risks and Important information
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may...
The rising power of India - Digital India ETF
Kevin T. Carter of EMQQ Global talks to Beverly Chandler about India and the Digital India ETF. This episode from a video interview that is currently available on etfexpress.com
This episode is brought to you in partnership with EMQQ Global.
The democratisation of investing - Off the Record The Shorts
In this outing for the Off the Record Shorts’ series for ETF Express, Solactive CMO, Timo Pfeiffer talks to Beverly Chandler about the democratisation of investing and the role disruptor index provider, Solactive, plays in that.
This episode is brought to you in partnership with Solactive.
Active ETFs with Brett Sheely
Self-confesssed ETF evangelist, Brett Sheely, head of ETF Specialists at AllianceBernstein, joins ETF Express managing editor, Beverly Chandler, to talk about the firm’s active ETFs which have contributed to the firm’s fast growth since 2022.
This episode is brought to you in partnership with AllianceBernstein.
Dave Nadig talks ETFs with Beverly Chandler
"There is no long-term investor on the planet earth that needs 2x leverage micro strategy. I'm not saying it's not a viable thing to do with your money. Going to the casino and taking a punt is also a viable thing to do with your money. Lighting it on fire and putting it in your backyard because you ran out of kindling is also a thing you can do with your money. People can do whatever they want!" Dave Nadig.
Financial centre Guernsey punches above its weight
Rupert Pleasant, Chief Executive of Guernsey Financial, talks to Institutional Asset Manager’s Beverly Chandler about the robust and flexible offering that underpins the financial centre, and its close ties with the UK.
This episode is brought to you in partnership with Guernsey Financial, winners of the Institutional Asset Manager 2024 Award for Best Offshore Fund Domicile.
Keeping it structured: Structured outcome ETFs
Our latest podcast, brought to you in partnership with TrussEdge, finds Vinit Srivastava of MerQube and Matt Kaufman of Calamos Investments discussing the ins and outs of one of the most fashionable of ETF strategies at the moment, structured outcome ETFs.
This episode is brought to you in partnership with Truss Edge.
Small is Beautiful: Small Cap ETFs
Small is beautiful says Kristof Gleich discussing his firm Harbor Capital Advisors’ Harbor AlphaEdge Small Cap Earners ETF (EBIT) in this outing of Off the Record. Find out Gleich’s views on the US small cap sector and its outlook going forward.
This episode is brought to you in partnership with Harbor Capital Advisors.
Managing active ETFs
Dave Shastri of Truss Edge and Steve Cook of Harbor Capital Advisers discuss the recent growth of active ETFs. Shastri says there has been a shift in the public perception of the value proposition of ETFs driving that growth, with Cook adding that it’s all been made possible by the 2019 ETF rule which codified all the rules on ETFs in the US.
This episode is brought to you in partnership with Truss Edge.
Uranium and Copper: Metals of the future
This episode of the ETF Express podcast, Off the Record, is entitled Uranium and Copper: Metals of the future with John Ciampaglia, CEO, Sprott Asset Management. Ciampaglia and ETF Express’s Beverly Chandler discuss how these metals are affected by the supply and demand of new energy and whether metal mining can ever be considered sustainable.
This episode is brought to you in partnership with HANetf.
The focused themes behind OSEA
In this Off the Record podcast from ETF Express, Macrus Bellander of C Worldwide Asset Management and Don Allen of Harbor Capital Advisors discuss the firm’s Harbor International Compounders ETF (OSEA). Bellander explains that their strategy is active, largely ex-US equity and offers a concentrated portfolio.
This episode is brought to you in partnership with Harbor Capital Advisors.
Celebrating innovation in indexing - The Off the Record Shorts
Introducing our new series of Off the Record Shorts, or the OTRs, Timo Pfeiffer, Chief Markets Officer at Solactive talks to Beverly Chandler, ETF Express managing editor, explaining how to innovate in a boring index space.
ETF distribution – the view from the US and Europe
Our latest podcast, brought to you in partnership with TrussEdge, focuses on ETF distribution incorporating the views from either side of the pond, with Yorick Naeff of Bux Group representing the European view and Nicholas Codola of Brinker Capital Investments representing the US.
This episode of Off the Record is sponsored by Truss Edge, providers of front, middle and back-office software and services to ETF issuers.
The power of fixed income ETFs
BlueCove’s head of product strategy, Heather DeGarmo and Dale Korman, regional investment consultant, Harbor Capital Advisors Inc discuss the power of fixed income investments in the ETF format in this latest podcast in the ETF Express Off the Record series, brought to you in partnership with Harbor Capital Advisors Inc.
Important Information
Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050...
The rise of Active ETFs
Jason Xavier, Head of EMEA ETF Capital Markets, Franklin Templeton and Beverly Chandler, managing editor, ETF Express discuss the rise of active ETFs. What are they and how can they work in an investor’s portfolio?
This episode of Off the Record is created in partnership with Franklin Templeton.
Global crypto ETP update
Jeffrey Sardinha, managing director, Head of ETF Solutions – Americas, State Street and Laurent Kssis, CEO, CEC Capital tackle the latest developments in the burgeoning crypto ETP market in this podcast.
This episode of Off the Record is sponsored by Truss Edge, providers of front, middle and back-office software and services to ETF issuers.
The outlook for ETFs in 2024
Dream team of Detlef Glow of LSEG Lipper and Athanasios Psarofagis of Bloomberg Intelligence joined with me, Beverly Chandler, to discuss ETFs in 2023, the outlook for 2024 and the hot news from the US on spot bitcoin ETFs.
This episode of Off the Record is sponsored by Truss Edge, providers of front, middle and back-office software and services to ETF issuers.
Semi-transparent ETFs under the spotlight
This podcast focuses on the semi-transparent ETF structure which is apparently alive and kicking despite reports of its demise. Antonette Kleiser, Managing Director, Investor Services, Brown Brothers Harriman and Terry Norman, founder, at Blue Tractor discuss.
The views and opinions expressed are for informational purposes only and do not constitute investment, legal or tax advice and are not intended as an offer to sell, or a solicitation to buy securities, services, or investment products. Views and opinions are current as of the date of the podcast and may be subject to change.
This episode of...
All flavours of ETFs
ETFs can be used to create a portfolio that meets an investor’s needs, whether it be creating income, building capital or shielding from market risk or inflation risk. Jason Xavier, Head of EMEA ETF Capital Markets, Franklin Templeton explains all in conversation with Beverly Chandler, managing editor, ETF Express.
This episode of Off the Record is sponsored by international asset manager, Franklin Templeton.
The business of ETFs
TrussEdge’s Dave Shastri and IMGlobal Partner’s Jeff Seeley are on the latest outing of Off the Record.Plan ahead and employ patience are key as well as finding the right partners to forge ahead in building your business, the pair say.
This episode of Off the Record is sponsored by Truss Edge, providers of front, middle and back-office software and services to ETF issuers.
What is an ETF? The fundamentals
An edited version of episode 5 of ETF Express’s Off the Record, brings you the fundamentals of ETFs, courtesy of Franklin Templeton’s Jason Xavier, Head of EMEA ETF Capital Markets.
Listen now as Jason explains what is an ETF and how they can be incorporated into your portfolios.
This episode of Off the Record is sponsored by international asset manager, Franklin Templeton.
Capital at risk.
What is an ETF? The fundamentals
This edition of ETF Express’s Off the Record, brings you the fundamentals of ETFs, courtesy of Franklin Templeton’s Jason Xavier, Head of EMEA ETF Capital Markets.
Listen now as Jason explains what is an ETF and how they can be incorporated into your portfolios.
ETFs as a share class
The latest development which spans Europe and the US is ETFs as a share class. Listen to Stephen Carson, partner, A&L Goodbody; Ben Slavin, Global Head of ETFs, Asset Servicing at BNY Mellon and Athanasios Psarofagis, ETF Analyst, Bloomberg Intelligence, discuss the technicalities of this from both side of the pond.
This is episode 4 of Off the Record, the ETF Express podcast series, brought to you in partnership with Truss Edge, providers of front, middle and back-office software and services to ETF issuers.
The beauty of ETFs
“The beauty of ETFs is that you can have effectively a rules-based strategy at low cost” says Laurent Kssis, head of CEC Capital, in discussion with Ernst Knacke, Head of Research at Shard Capital in our May outing for Off the Record, the ETF Express podcast series, brought to you in partnership with Truss Edge, providers of front, middle and back-office software and services to ETF issuers. The pair discuss the institutional and wealth approach to using ETFs.
The law of unintended consequences
April’s edition of the ETF Express podcast, Off the Record, sees us delving into the retail audience with a conversation with Jeff Prestridge, Personal Finance Editor at Mail on Sunday and the Daily Mail, and Allan Lane, co-founder of Algo-Chain. Jeff has strong and challenging views on ETFs, more on their marketing, saying a lot more could be done to make them more appealing to investors and dismissing the information available on ETF websites as ‘almost unpalatable’. Prestridge also has controversial views on ESG, which he describes as ‘not fit for purpose’.
Listen to our heated discussion...
ETFs - The salt and pepper in the asset manager soup
Not one, not two but three commentators on the ETF ecosystem have gathered to create ETF Express’s first podcast, Off the Record, in partnership with Truss Edge, providers of front, middle and back-office software and services to ETF issuers.
Listen to Detlef Glow, head of Lipper EMEA Research at Refinitiv, Athanasios Psarofagis, ETF analyst at Bloomberg Intelligence and Beverly Chandler, managing editor, ETF Express discuss European ETFs, their surprising growth despite an extraordinary year in 2022 and market travails, including retrocession; consolidated tape, the rise of active ETFs and the power of ESG.
