With the interplay between monetary policy, inflation, and growth expectations impacting U.S. Small Caps, Developed Markets (EAFE-Europe, Australasia and the Far East) and Emerging Markets along with a risk-on sentiment – is there a way to navigate global equity markets while positioning your portfolio?
Join Global X’s Chris McHaney and Malcolm Dorson and FTSE Russell’s Indrani De at our next webinar as they provide macro context on overarching strategies for incorporating small-cap exposure into portfolios, balancing risk, and leveraging diversification across geographies and sectors. Continuing education (CE) credits are expected to be available to advisors for this webinar.
Date: Wednesday, December 4, 2024
Time: 2 pm – 2.30 pm EST
Title: Investing Without Borders: A U.S. Small Caps, Developed Markets and Emerging Markets Perspective
Speakers: Chris McHaney, CFA®, EVP, Head of Investment Management and Strategy, Global X Canada; Malcolm Dorson, Senior Portfolio Manager, Head of Emerging Markets Strategy, Global X US, and Indrani De, CFA®, PRM™, Head of Global Investment Research, FTSE Russell
Moderator: Julia Howe VP, Business Development, Ontario Central
- Analysis of key market drivers, including macroeconomic trends, cyclical patterns, and volatility
- U.S. Small Caps: Thinking Big by Going Small
- Developed Markets: Old Economies, New Opportunities
- Emerging Markets: Tomorrow’s Growth, Today’s Opportunity
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.
Malcolm Dorson,
Senior Portfolio Manager, Head of Emerging Markets Strategy, Global X US
Malcolm Dorson is a senior portfolio manager for Emerging Market equities and head of EM Strategy at Global X Management Company. Malcolm has been managing global, regional, and country specific EM strategies within Mirae Asset Global Investments (Global X parent company) since 2015. Prior to joining Mirae, Malcolm was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015. From 2009 to 2011, Malcolm was an assistant vice president within Citigroup’s Private Bank focusing on asset management. Malcolm began his career in 2006 as an analyst on the convertible securities team at Deutsche Bank. Malcolm holds an M.B.A. from the Wharton School (concentration in Finance), an M.A. in International Studies (concentration in Latin America) from the Lauder Institute, and a Bachelor of Arts degree from the University of Pennsylvania. Malcolm is a US and Brazilian citizen and spent his childhood in Sao Paulo, Brazil.
Indrani De, CFA®, PRM™
Head of Global Investment Research, FTSE Russell
Indrani De is the Head of Global Investment Research at FTSE Russell, an LSEG Business, where she leads a global team in producing market insights and thought leadership for the firm’s suite of indices. With extensive experience spanning asset classes, Indrani has held leadership roles at DBRS Morningstar as Global Head of Investor Strategy and at Nuveen and TIAA, focusing on asset allocation research, financial market analysis, and portfolio management. She is a recognized expert in responsible and climate change investing, with numerous publications in leading journals and platforms, and is frequently quoted in major media outlets. Indrani is a past President and Board Member of the Society of Quantitative Analysts (SQA) and an experienced industry speaker. She holds MBAs from the City University of New York and the Indian Institute of Management (Bangalore) and is a CFA® Charterholder and Professional Risk Manager (PRM™).