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Brian Langstraat on Bloomberg’s Trillions Podcast
Is Direct Indexing Coming for the ETF?
November 13, 2019
"One thing that direct indexing does above and beyond after-tax performance…is it becomes a tool for the advisor to do value-added wealth management."
Tom Lee in EQDerivatives Magazine
Tariff Talk Helps Turn US Eyes to Currency Overlays
One factor driving U.S. investor interest in currency hedging is the increasing discussion of trade wars and nationalist trends such as Brexit, which suggest the globalization movement that held sway in recent decades may have peaked, Lee said. “I think for a lot of investors the idea that comes to the top of their head, if we are going to have less integration, then you probably are going to see more volatility in currencies,” he said.