First Look ETF

First Look ETF: Recent Mutual Fund to ETF Conversions + Is Growth Stock Investing Dead?

July 18, 2022 Ronald DeLegge Season 2 Episode 18
First Look ETF: Recent Mutual Fund to ETF Conversions + Is Growth Stock Investing Dead?
First Look ETF
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First Look ETF
First Look ETF: Recent Mutual Fund to ETF Conversions + Is Growth Stock Investing Dead?
Jul 18, 2022 Season 2 Episode 18
Ronald DeLegge

In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from New York Life's IndexIQ lineup that target the growth stocks (IWFG and IWLG). Plus, you'll learn about recent mutual fund to ETF conversions by JPMorgan Asset Management (JIRE, JMEE and JPRE) and the buzz around its high yield focused ETF ticker symbol JEPI.

The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Barry Peters, Managing Director, Winslow Capital
--Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management

Key moments in the show
0:00 Show starts here
0:22 ETF investing strategies to be covered
0:37 NYSE recap of latest ETF trends
3:10 Program reminders
3:20 Is growth stock investing dead?
3:45 New growth ETFs from IndexIQ
5:38 How semi-transparent ETFs work
6:40 Sneak peek at holdings inside IWFG and IWLG
9:38 JPMorgan successfully converts mutual funds to ETF structure
11:04 Examining JIRE and JMEE
12:13 The buzz around JEPI
14:09 Program wrap-up
14:37 Show conclusion

Watch us on YouTube (Link http://www.youtube.com/etfguide)
Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)
Visit us at ETFguide.com (https://www.etfguide.com)

Show Notes

In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from New York Life's IndexIQ lineup that target the growth stocks (IWFG and IWLG). Plus, you'll learn about recent mutual fund to ETF conversions by JPMorgan Asset Management (JIRE, JMEE and JPRE) and the buzz around its high yield focused ETF ticker symbol JEPI.

The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Barry Peters, Managing Director, Winslow Capital
--Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management

Key moments in the show
0:00 Show starts here
0:22 ETF investing strategies to be covered
0:37 NYSE recap of latest ETF trends
3:10 Program reminders
3:20 Is growth stock investing dead?
3:45 New growth ETFs from IndexIQ
5:38 How semi-transparent ETFs work
6:40 Sneak peek at holdings inside IWFG and IWLG
9:38 JPMorgan successfully converts mutual funds to ETF structure
11:04 Examining JIRE and JMEE
12:13 The buzz around JEPI
14:09 Program wrap-up
14:37 Show conclusion

Watch us on YouTube (Link http://www.youtube.com/etfguide)
Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)
Visit us at ETFguide.com (https://www.etfguide.com)