The Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets

11/30/22 • 24 min

The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth.

Douglas and Ed discuss:

Current product development trends in focus
Future growth areas that can drive near term investment decisions
How to utilize ETFs as part of a tax efficient portfolio
Opportunities in the markets today

Resources

WealthManagement.com

Connect with Douglas Yones

Connect with Ed Lopez

The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning.

Douglas and Ed discuss:

Current product development trends in focus
Future growth areas that can drive near term investment decisions
How to utilize ETFs as part of a tax efficient portfolio
Opportunities in the markets today

Resources

WealthManagement.com

Connect with Douglas Yones

Connect with Ed Lopez

Previous Episode

The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets

Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.

Douglas and Jon discuss:

Jon’s start in the ETF and model portfolio industry
Current ETF product trends near term opportunities
Future investment themes for portfolios
Year end investment planning

Resources

WealthManagement.com

Connect with Douglas Yones

Connect with Jon Maier

Next Episode

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock

Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options.

Douglas and Nancy discuss:

Her pioneering vision for the ETF industry
The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year
Where the IVOL ETF can fit within a model portfolio
How should advisors consider IVOL across traditional investment planning

Resources

Connect with Douglas Yones

Connect with Nancy Davis