Episodes

  • Small is Beautiful: Small Cap ETFs
    Nov 14 2024

    Small is beautiful says Kristof Gleich discussing his firm Harbor Capital Advisors’ Harbor AlphaEdge Small Cap Earners ETF (EBIT) in this outing of Off the Record. Find out Gleich’s views on the US small cap sector and its outlook going forward.

    This episode is brought to you in partnership with Harbor Capital Advisors.

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    16 mins
  • Managing active ETFs
    Sep 3 2024

    Dave Shastri of Truss Edge and Steve Cook of Harbor Capital Advisers discuss the recent growth of active ETFs. Shastri says there has been a shift in the public perception of the value proposition of ETFs driving that growth, with Cook adding that it’s all been made possible by the 2019 ETF rule which codified all the rules on ETFs in the US.

    This episode is brought to you in partnership with Truss Edge.

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    24 mins
  • Uranium and Copper: Metals of the future
    Aug 1 2024

    This episode of the ETF Express podcast, Off the Record, is entitled Uranium and Copper: Metals of the future with John Ciampaglia, CEO, Sprott Asset Management. Ciampaglia and ETF Express’s Beverly Chandler discuss how these metals are affected by the supply and demand of new energy and whether metal mining can ever be considered sustainable.

    This episode is brought to you in partnership with HANetf.

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    17 mins
  • The focused themes behind OSEA
    Jul 23 2024

    In this Off the Record podcast from ETF Express, Macrus Bellander of C Worldwide Asset Management and Don Allen of Harbor Capital Advisors discuss the firm’s Harbor International Compounders ETF (OSEA). Bellander explains that their strategy is active, largely ex-US equity and offers a concentrated portfolio.

    This episode is brought to you in partnership with Harbor Capital Advisors.

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    20 mins
  • Celebrating innovation in indexing
    Jun 28 2024

    Introducing our new series of Off the Record Shorts, or the OTRs, Timo Pfeiffer, Chief Markets Officer at Solactive talks to Beverly Chandler, ETF Express managing editor, explaining how to innovate in a boring index space.

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    11 mins
  • ETF distribution – the view from the US and Europe
    May 8 2024

    Our latest podcast, brought to you in partnership with TrussEdge, focuses on ETF distribution incorporating the views from either side of the pond, with Yorick Naeff of Bux Group representing the European view and Nicholas Codola of Brinker Capital Investments representing the US.

    This episode of Off the Record is sponsored by Truss Edge, providers of front, middle and back-office software and services to ETF issuers.

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    25 mins
  • The power of fixed income ETFs
    Apr 4 2024

    BlueCove’s head of product strategy, Heather DeGarmo and Dale Korman, regional investment consultant, Harbor Capital Advisors Inc discuss the power of fixed income investments in the ETF format in this latest podcast in the ETF Express Off the Record series, brought to you in partnership with Harbor Capital Advisors Inc.

    Important Information

    Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.

    Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Harbor ETFs are new and have limited operating history to judge.

    Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

    The views expressed herein are those of BlueCove and Harbor Funds Distributors, investment professionals at the time the comments were made. These views are subject to change at any time based upon market or other conditions, and the author/s disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

    SIHY and SIFI Risks: All investments involve risk including the possible loss of principal. Fixed income securities fluctuate in price in response to various factors, including changes in interest rates, changes in market conditions and issuer-specific events, and the value of your investment in the Fund may go down. There is a greater risk that the Fund will lose money because they invest in below- investment grade fixed income securities and unrated securities of similar credit quality (commonly referred to as “high-yield securities” or “junk bonds”). These securities are considered speculative because they have a higher risk of issuer default, are subject to greater price volatility and may be illiquid. Because the Fund may invest in securities of foreign issuers, an investment in the Fund is subject to special risks in addition to those of U.S. securities. These risks include heightened political and economic risks, greater volatility, currency fluctuations, higher transaction costs, delayed settlement, possible foreign controls on investment, possible sanctions by government bodies of other countries and less stringent investor protection and disclosure standards of foreign markets.

    Alpha refers to excess returns earned on an investment.

    Diversification in an individual portfolio does not assure a profit.

    BlueCove Limited is the subadvisor of the Harbor Scientific High Yield Alpha and Harbor Scientific Alpha Income ETFs

    Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

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    21 mins
  • The rise of Active ETFs
    Mar 28 2024

    Jason Xavier, Head of EMEA ETF Capital Markets, Franklin Templeton and Beverly Chandler, managing editor, ETF Express discuss the rise of active ETFs. What are they and how can they work in an investor’s portfolio?

    This episode of Off the Record is created in partnership with Franklin Templeton.

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    9 mins