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

12/14/22 • 18 min

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

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

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

Previous Episode

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

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

Next Episode

The Inside ETFs Podcast: Amplify’s Christian Magoon on The Modern Investor In 2023

As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies.

Douglas and Christian discuss: