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Harnessing Volatility in Fixed Income: Key Themes & Approaches

21/10/24 - 2:07 pm

Please join Global X’s Chris McHaney and Vern Roberts for a webinar as they discuss navigating the fixed income yield curve with choice and options, and how to potentially generate income in today’s environment

Date: Tuesday, November 12, 2024

Time: 2 pm – 2.30 pm E.S.T.

Title: Harnessing Volatility in Fixed Income: Key Themes & Approaches

Speakers: Chris McHaney, EVP, Head of Investment Management and Strategy and Vern Roberts, Vice President and Associate Portfolio Manager, Investment Management (Global X)

Moderator: Stephanie Wolfe, Executive Vice-President, Head Of Marketing

  • Outlook for central bank rate decisions
  • State of the yield curve and normalization
  • How to get extra yield and lower volatility from your government bond exposure
  • Short, Medium and Long Duration Bond ETFs

About the Speakers

Chris McHaney, CFA®
EVP, Head of Investment Management & Strategy, Global X Investments Canada Inc.

Chris is an experienced investment professional with a deep understanding of the ETF industry and ecosystem in Canada, with more than twenty years of experience covering portfolio management, investment strategy and policy, product development, and sales. Prior to joining Global X, he served as BMO Global Asset Management’s Director, Portfolio Manager, where he oversaw the management of both passive and active strategies, derivative overlays, foreign exchange exposures and cross-asset portfolios. Chris holds an Honors Business Administration degree from York University’s Schulich School of Business and is a CFA charterholder.

Vern Roberts, CFA®, CMT®, MBA  
Vice President and Associate Portfolio Manager, Investment Management, Global X Investments Canada Inc. 

Vern oversees all physical, option overlay strategies at Global X and has been with the firm since 2022. He has over 15 years of experience in global capital markets working in previous roles such as Equity and Derivatives trader at Merrill Lynch, and Equity Sales at TD Securities. He specializes in utilizing active quantitative strategies of derivative-based ETF portfolios. Mr. Roberts graduated from the University of Oxford with a Master of Business Administration focusing on Finance and holds the Chartered Financial Analyst (CFA®) designation and the Chartered Market Technician (CMT®) designation. 

Moderator:

Stephanie Wolfe, Executive Vice-President, Head Of Marketing

Stephanie Wolfe
Executive Vice-President, Head Of Marketing

Stephanie Wolfe is the Executive Vice President, Head of Marketing for Global X Investments Canada Inc. Ms. Wolfe oversees the marketing and communications activities for the organization. She brings more than two decades of experience driving growth and innovation in the financial services sector with both advisors and investors. Previously, Ms. Wolfe was the Head of Canada Marketing at BlackRock and most recently, served as Strategic Advisor, Women’s Segment for BMO Private Wealth. Ms. Wolfe graduated with a BA from the University of Waterloo and holds a Masters Certificate in Marketing from Schulich School of Business, York University.

Commissions, management fees, and expenses all may be associated with an investment in products (the "Global X Funds") managed by Global X Investments Canada Inc. The Global X Funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain Global X Funds may have exposure to leveraged investment techniques that magnify gains and losses which may result in greater volatility in value and could be subject to aggressive investment risk and price volatility risk. Such risks are described in the prospectus. The Global X Money Market Funds are not covered by the Canada Deposit Insurance Corporation, the Federal Deposit Insurance Corporation, or any other government deposit insurer. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the Funds will be returned to you. Past performance may not be repeated. The prospectus contains important detailed information about the Global X Funds. Please read the relevant prospectus before investing.

Global X Investments Canada Inc. ("Global X") is a wholly-owned subsidiary of Mirae Asset Global Investments Co., Ltd. ("Mirae Asset"), the Korea-based asset management entity of Mirae Asset Financial Group. Global X is a corporation existing under the laws of Canada and is the manager, investment manager and trustee of the Global X Funds.

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