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FTSE Russell Index Ideas

London Stock Exchange Group, LSEG
FTSE Russell
Investment Strategies
Sustainable Investment
Concentration Risk
Fixed Income Etfs
Russell Style Indexes
Free Cash Flow
Equity Markets
Green Economy
Energy Transition
Education
Growth and Value Investing
Transition Pathway Initiative
Digital Assets
FTSE All World
FTSE World Government Bond Index
Energy Shock
Vietnam
Inflation-Linked Bonds
Weight Explainer

Index Ideas by FTSE Russell is your front-row seat to the changing landscape of index investing. This podcast explores how cutting-edge benchmarks are built to solve real-world investment challenges, helping you to manage risk and capture new opportunities. Stay ahead of market shifts and understand the ideas shaping tomorrow’s passive strategies.

PublishesTwice monthlyEpisodes24Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for FTSE Russell Index Ideas

Latest Episodes

In this episode of FTSE Russell Index Ideas, Stephanie Maier, global head of sustainable at FTSE Russell and Thomas Bremner Bligaard, Managing Director and co-founder of Planetrics, talk about climate scenarios following the fracturing of the global ... more

In this episode of FTSE Russell Index Ideas, Lee Clements, director of applied sustainable investment research at FTSE Russell, discusses the energy shock triggered by the 2026 Iran war, its likely impact on economies and the energy transition and ho... more

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In this episode of FTSE Russell Index Ideas, Sergiy Lesyk, director of research and analytics at FTSE Russell, looks at one of the classic equity market factors—value. He explains why value investors have faced a tough time in recent years and how de... more

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In this episode of FTSE Russell Index Ideas, Matt Monach, senior manager, research at FTSE Russell, explains the design and use cases of the FTSE Real Assets Industry Select Equity Index Series (FTSE RAISE), a new index family designed to help invest... more

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Recent Guests

Lee Clements
Director of Applied Sustainable Investment Research at FTSE Russell
FTSE Russell
Episode: The 2026 energy shock
Sergiy Lesyk
Director of Research and Analytics at FTSE Russell
FTSE Russell
Episode: Can value investing be saved?
Matt Monach
Senior Manager in Research at FTSE Russell
FTSE Russell
Episode: An index for the irreplaceable
Gary Tan
FX and Rates Derivatives Manager
SGX
Episode: New APAC sovereign risk benchmarks
Joshua Gorelik
Director of Fixed Income Quantitative Research
FTSE Russell
Episode: A new credit risk indicator for Canada
Alex Prince
Executive Director of Interest Rate Derivatives
Montréal Exchange (TMX)
Episode: A new credit risk indicator for Canada
Jared Butters
Sustainable Investment Product Manager at FTSE Russell
FTSE Russell
Episode: Green infrastructure indices
Hannah Layman
Head of sustainable index research and design for FTSE Russell
FTSE Russell
Episode: A tool to explain index weights
Wanming Du
Director of Index Policy, Asia-Pacific, FTSE Russell
FTSE Russell
Episode: Why Vietnam is joining the FTSE All-World

Host

Paul Amory
Host of Index Ideas

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#209
United Kingdom/Business/Investing
Apple Podcasts
#54
Poland/Business/Investing
Apple Podcasts
#215
Poland/Business

Talking Points

Recent interactions between the hosts and their guests.

Can value investing be saved?
Q: So how does FTSE Russell do it? How do you calculate the value factor differently from classic definitions?
FTSE Russell uses a composite value measure rather than relying solely on book value, incorporating cash flow to price, earnings yield, and sales to price to better reflect current balance sheets that emphasize intangibles.
Can value investing be saved?
Q: And which recent market trends have made value investing so hard?
A combination of a globally synchronized drop in interest rates and a very unusual macroeconomic backdrop reduced the traditional drivers of value, making it harder for value stocks to outperform.
Can value investing be saved?
Q: Sergiy, the value premium is perhaps the best established, best known equity market factor. Why have some people started questioning whether it works?
The observed weaker performance since roughly 2015–2016, continuing into the COVID era, led to more publications and debate about whether the value factor remains present and exploitable.
The 2026 energy shock
Q: What are the longer-term implications investors should consider for portfolios in light of this energy shock?
Investors should consider macro transitions toward energy security and resilience, focusing on companies and countries that benefit from the energy transition, while recognizing which players are negatively exposed to fossil-fuel dependency; diversification into environmental opportunities and transition-related assets is prudent.
The 2026 energy shock
Q: Lee, could you take us back briefly to the 1970s? How did those price shocks affect energy production and consumption then?
The 1970s catalyzed a real electrification wave and a major push for energy efficiency, with sustained growth in electricity demand, energy system restructuring, and the start of initiatives like US automotive efficiency standards and nuclear expansion in France, which influenced the trajectory of energy systems for decades.

Audience Metrics

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Frequently Asked Questions About FTSE Russell Index Ideas

What is FTSE Russell Index Ideas about and what kind of topics does it cover?

A thoughtful deep-dive show focused on how cutting-edge benchmarks are built and used by institutions to manage risk and capture new opportunities in investing. Episodes span global equity and fixed-income indices, climate and sustainable benchmarks, private markets, and innovative products like new index series and futures linked to major benchmarks. The conversations often feature methodology explainers, market structure discussions, and practical use cases for asset owners, ETFs, and model portfolios, with notable emphasis on policy classifications, currency dynamics, and the evolving regulatory environment that shapes index design. A standout trait is the consistent pairing of rigorous methodology with real-world trading and implementat... more

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What guests have appeared on FTSE Russell Index Ideas?

Recent guests on FTSE Russell Index Ideas include:

1. Lee Clements
2. Sergiy Lesyk
3. Matt Monach
4. Gary Tan
5. Joshua Gorelik
6. Alex Prince
7. Jared Butters
8. Hannah Layman

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