WEBCASTS

Income is the Outcome: Why Active Income Strategies Work

With interest rates poised to rise, income minded investors must still find ways to maintain their current income stream with the threat of capital depreciation that comes with higher rates. Yet alternative options in the income world are not exactly plentiful, and equity overweights can be outright dangerous. In this webcast, J.P. Morgan Asset Management and ETF Trends will discuss how a total return strategy that generates income using option premium can give investors the best of both worlds.

July 21, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:

  • Where to find income if you do not want to take on additional duration risk as short-term yields remain near zero and are expected to rise
  • The Federal Reserve's monetary policy outlook
  • How to capture a monthly stream from option premiums and stock dividends
  • How financial advisors can incorporate an active equity income strategy to diversify portfolios, provide total return and manage risk

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Hamilton Reiner

Managing Director, Portfolio Manager
J.P. Morgan Asset Management

Jordan Jackson

Vice President, Global Market Strategist
J.P. Morgan Asset Management

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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Important Disclosures

J.P. Morgan Asset Management and ETF Trends are not affiliated. All trademarks appearing herein are owned by their respective organizations.