Alpha Capture: Capitalizing on Fed Policy

Updated: Jul 21

Summary:


Investors have become increasingly concerned about the interplay between inflation, rising rates and their portfolio returns. Will we see stagflation return or a recession, a soft landing or a hard landing? Whichever scenario unfolds, investors should focus on maintaining equity exposures that align with the changing market environment.


Learn more about the:

  • Effectiveness of using Fed signals to position a portfolio in changing market conditions

  • Key ratios connecting Fed monetary environments and drivers of equity returns

  • Invest with the Fed™️ (IFED) investment strategy

  • Nasdaq IFED US Large-Cap Index (Nasdaq IFED-L) performance

The IFED strategy is an active rules-based methodology based on 30+ years of peer-reviewed research. Nasdaq IFED-L has shown strong out-performance over many market cycles, including over the last two years of live history. The index uses a combination of Federal Reserve policy signals and key firm metrics to select stocks that are positioned to thrive in the prevailing market environment.


Speakers:


Robert Johnson, PhD, CFA, CAIA

Chairman, CEO and Co-Founder

Economic Index Associates, LLC


Bob is Chairman, CEO and Co-Founder of Economic Index Associates, LLC. He is also a Professor of Finance at Creighton University’s Heider College of Business. He has authored over 80 refereed journal articles, the majority on Federal Reserve monetary policy.He has been quoted in the Wall Street Journal, Financial Times, Barron’s, Forbes, Globe and Mail, and The South China Morning Post, among others. He has appeared numerous times on ABC World News, Bloomberg TV (Europe and US), CNN, and China Business News, among others. He has authored invited columns in Barron’s, The Street, and the Huffington Post, among others.

 

Gerald Jensen, PhD, CFA

Chief Investment Officer and Co-Founder

Economic Index Associates, LLC


Gerry is a Co-Founder and CIO of Economic Index Associates, LLC. He is a Board of Trustees Professor Emeritus at Northern Illinois University and an Emeritus Professor of Finance at Creighton University. Gerry has authored numerous articles on the association of Federal Reserve policy with security returns. He is a co-author on a popular college finance textbook on investments.

 

Ray Amani

Head of Index Product Solutions

Nasdaq Global Index R & D Team


Ray joined Nasdaq in 2018 and leads the Nasdaq index partnerships team focused on a variety of initiatives from index IP contributors to technologies utilized in constructing indexes. Prior to joining Nasdaq, Ray was VP of ETP Product Management and Development at Guggenheim Investments, where he led the launch of a number of successful innovative passive and actively managed ETPs. His prior experiences also consists of establishing tactical ETPs with the boutique asset manager, ArrowShares, and managing the team responsible for the creation of portfolio analytics for Wealth Management at Thomson Reuters. Ray holds a Master’s Degree from Georgetown University in Technology Management and Undergraduate Degrees in Economics and Political Science from George Mason University; he also has a FINRA Series 7 license.



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