Tag: Jeremy Siegel
Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

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2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Tom Haines, EVP of Capital Markets & Index Solution at Annexus, to discuss projections for 2025 in the fixed index annuity industry.

Tom shares insights from Annexus’s research, the significance of diversification in portfolio planning, and strategies for navigating market volatility. Advisors will gain actionable ideas on balancing client needs for stability and growth.

Tom discusses:

  • Key takeaways from the previous episode with Professor Jeremy Siegel, including projections for the S&P 500’s performance over the next decade
  • The benefits of utilizing volatility-controlled indexes for managing risk and achieving steady returns in fixed index annuities
  • What volatility controlled indices do well when the magnificent 7 does well
  • The importance of diversification across equity, bond, and commodity markets to stabilize portfolios and meet client goals
  • How rising interest rates enhance the competitiveness of fixed index annuities, making them an attractive alternative to bonds
  • Strategies for advisors to position annuities effectively, including assessing fee structures and addressing client expectations for long-term returns
  • And more!

Resources: 

Connect With Tom Haines:

Connect with Jeremy Houser:

About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

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Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)

Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)

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Ready to navigate value with the experts?

Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies!

This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape.

Robert, Jeremy, and Tom discuss: 

  • Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities
  • The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes
  • Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency
  • Real Estate Market: Deep dive into the Case Shiller Index and the current housing market
  • Retirement Planning: Longevity risk and how annuities can play a factor
  • And so much more!

 

Resources: 

Connect With Robert Shiller:

Connect With Tom Haines:

Connect With Jeremy Siegel:

Connect with Jeremy Houser:

 

About Robert Shiller:

Robert J. Shiller is Sterling Professor Emeritus of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, and statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.

 

About Jeremy Siegel:

Jeremy Siegel is a world-renowned expert on the economy and financial markets. The author of the award-winning investment classic Stocks for the Long Run, now in its third edition, he recently expanded that book’s ideas in The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New. A frequent guest on CNN, CNBC, NPR, and other networks, he is a regular columnist for Kiplinger’s and Yahoo! Finance and the winner of dozens of awards for his research, writing, and teaching. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.

 

About Tom Haines:

Tom Haines is the Chief Investment Officer at ARS as well as Executive Vice President at Annexus Group. He began his career in the index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange-traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.

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