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Key ETF Themes for the New Normal Economy

Thursday, April 8, 2021 11:00 AM EST | 8:00 AM PST

Widespread vaccine distribution is fast-tracking re-opening efforts, while additional fiscal stimulus is expected to jolt an already accelerating economic recovery. If these trends continue, we will soon enter the final stage of the Coronavirus pandemic, the New Normal Economy. 


In the New Normal Economy, many habits and learnings from the pandemic are likely to continue, while new challenges like greater indebtedness, sustaining structural growth, and tackling the next disaster will be top of mind for businesses, consumers, and policymakers. 


In this webinar Todd Rosenbluth, Director of ETF & Mutual Funds, CFRA and Jay Jacobs, Head of Research & Strategy, Global X discussed which themes they anticipate are best positioned for the closing chapter of the pandemic and ETFs that provide diversified exposure for advisors to consider.




Todd Rosenbluth

Head of ETF & Mutual Fund Research, CFRA 

Todd Rosenbluth is Head of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts within the Equity Research and Fund group. Todd publishes regular thought leadership content on equity and fixed income products, maintains the quantitative fund models and supports client needs. He also serves as a member of Portfolio Strategy Committee and the Investment Policy Committee. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times, and The Wall Street Journal.

Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.

He can be followed on Twitter at: @ToddCFRA

Jay Jacobs

Head of Research & Strategy, Global X

Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal.

Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform.

Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder.

He can be followed on Twitter @JayJacobsCFA


Some or all of the non-CFRA speakers in these materials have compensated CFRA for the production of and the right to participate in the discussions captured in these materials.  Apart from the production of these materials, CFRA may license certain intellectual property or provide services to, or otherwise have a business relationship with, certain issuers of funds or securities that are the subject of or that have participated in the production of these materials.   Irrespective of CFRA’s relationship with any participant in these materials, no part of CFRA’s compensation is tied to any particular CFRA recommendation or rating. The views expressed in these materials by non-CFRA participants do not necessarily reflect the views of CFRA.  CFRA makes no warranty or representation that these materials are accurate, timely or complete, and references to any investment, fund or security are not a recommendation to buy, sell, or hold such investment, fund or security. These materials are only for authorized recipients and may not be redistributed or reproduced without the express consent of CFRA. Additional information on the legal disclosures for these materials is available at

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