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Mo Haghbin

Head of Strategic ETFs, ProShares · 1 appearance on the record.

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executiveinvestorproshares.com ↗

Mo Haghbin leads the growth, product strategy, and distribution of ProShares' strategic ETF lineup. Prior to ProShares, he served as Global Head of Multi-Asset Solutions at Invesco and held senior product strategy roles at OppenheimerFunds, BlackRock, and Barclays Global Investors.

10statements → 1claims → 1claims resolved → 3.8/5average certainty → 2/5average debate potential → ≈4.5/5argument clarity, estimated →

1 supported 0 partly supported 0 contradicted how the 1 claim stands · each chip opens the sources

1 assertion · 1 opinion · 5 insights · 3 disclosures · every statement was checked. The predictions and assertion are the 1 claim: statements the public record can support or contradict. 1 is resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Mo argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Haghbin: $25 trillion sits in cash, representing up to 20% of US wealth
“If you look at bank deposits at 17 trillion, Money market funds at seven trillion. So there's 25 trillion of assets that are sitting in cash. That's almost 15, 20% of all U.S. Wealth sitting in cash.”
Mo Haghbin Jun 6, 2024 ▶ 37:30 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Mo Haghbin on measured tape to publish a rate. This says nothing about how they speak.

Everything Mo Haghbin said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Haghbin: Semi-liquid private fund structures cannot harvest the full illiquidity premium
“To harvest the illiquidity premium, you have to take on the illiquidity risk. There is no free lunch. So these products, I think, are great. They will give you substantially similar exposures, but that liquidity profile is going to lead to slightly different p…”
Mo Haghbin Jun 6, 2024 ▶ 39:39 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Allocators should be contrarian and invest in managers when struggling
“The best managers will end up being the worst managers, and sometimes you have to almost be a little bit of a contrarian on that. You want to allocate capital maybe at times where managers are struggling rather than delivering really, really good returns.”
Mo Haghbin Jun 6, 2024 ▶ 29:21 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Size and value are pro-cyclical, while quality and low-volatility are defensive
“Things like size and value tend to be more pro cyclical. Things like quality and low volatility tend to be counter cyclical. They're more defensive.”
Mo Haghbin Jun 6, 2024 ▶ 16:50 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Disclosure
Invesco is positioned pro-cyclically in small/mid-caps and value equities
“If I look at our current positioning, tends to be a bit more pro-cyclical. We tend to favor smaller and middle capitalization companies, value-oriented companies, because what we're seeing from the economy is actually Quite impressive.”
Mo Haghbin Jun 6, 2024 ▶ 19:17 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Asset allocation decisions drive most portfolio returns over bottom-up selection
“So I think as an industry, we spend a lot of time thinking about the bottoms up piece, idiosyncratic piece, but the majority of your return comes from your top down asset allocation decisions.”
Mo Haghbin Jun 6, 2024 ▶ 26:52 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Disclosure
Haghbin: Invesco scores internal and external managers using identical criteria
“There's no difference between how we think about the scoring of a manager, whether they're within Invesco or sitting outside of Invesco.”
Mo Haghbin Jun 6, 2024 ▶ 31:26 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Tweaking quantitative investment strategies during underperformance triggers a death spiral
“That's the first step to a death spiral, is if you keep tweaking and moving back and forth based on current market conditions. So I think one of the things I learned early in my career, and I still believe it, is systematic or investment processes that are wel…”
Mo Haghbin Jun 6, 2024 ▶ 35:46 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Opinion
Haghbin argues neurodivergent talent offers an edge in investment management
“I've actually spent a lot of time thinking about how to bring some of that neurodivergent thinking into the workforce, because I actually think it's missing. I think there's an opportunity for us to really expand the way we think about those skill sets, and es…”
Mo Haghbin Jun 6, 2024 ▶ 43:42 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Disclosure
Invesco's Solutions group manages roughly $88 billion across diverse client segments
“Within the solutions group, we manage about eighty eight billion of assets, and that's pretty diverse across client type.”
Mo Haghbin Jun 6, 2024 ▶ 9:36 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Assertion Supported
Haghbin: $25 trillion sits in cash, representing up to 20% of US wealth
“If you look at bank deposits at 17 trillion, Money market funds at seven trillion. So there's 25 trillion of assets that are sitting in cash. That's almost 15, 20% of all U.S. Wealth sitting in cash.”
Mo Haghbin Jun 6, 2024 ▶ 37:30 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)

Appearances (1)

EpisodeDateSpeaking time
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) Jun 6, 2024 34m
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