Practical insights on ETFs, bonds and global markets for long-term investors – curated from fund managers, index providers and market analysts, with a link to every original source.
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Some market observers believe Europe is ready for its closeup in the reopening trade conversation. If that prognosis proves accurate, it could be meaningful for an array of exchange traded funds, including the First Trust Eurozone AlphaDEX ETF (NasdaqGM: FEUZ) .
With regulations having hit internet and tech stocks in China hard, overseas investors have been reallocating in droves to industries they believe to be safe from the regulatory hammer. Those industries and sectors fall largely in high-tech manufacturing as well as renewable energy, according to the Wall Street Journal .
JPMorgan Asset Management plans to convert four mutual fund portfolios into ETFs in early 2022. The firm cited the continued convergence of mutual funds and ETFs as well as the benefits of intraday liquidity, transparency, and potential tax benefits of ETFs in explaining its plans to seek fund board approval for the change.
As equity-based environmental, social, and governance (ESG) exchange traded funds swelled in popularity in recent years, consistently breaking assets under management records for the category, a common refrain emerged. Advisors have asked: when will fixed income ESG ETFs join the party?
There are times when an investor wants aggregate U.S. bond exposure and other times when targeted duration (short or long) is necessary given the current market environs—whatever the need, Vanguard offers suitable ETFs. In this case, it’s getting U.S. bond exposure that strikes a chord with investors transparency, liquidity, diversification, and cost concerns.
The proliferation of robots and their subsequent inroads into a growing number of industries is a positive sign for the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) . The number of robots deployed in business settings, especially the during pandemic, has grown exponentially.
Perhaps the biggest news item out of the White House Thursday was President Biden’s intent to sign an executive order mandating that 40% to 50% of new vehicles sold in the U.S. starting in 2030 be electric vehicles (EVs) or plug-in hybrids.
While many thematic exchange traded funds focus on a single investment niche or segment, the pace of disruption and innovation moves at breakneck speed. What’s in style today may be out of fashion tomorrow. That’s confirmation that broad approaches to disruptive investing, including the Goldman Sachs Innovate Equity ETF (GINN) , are applicable to a broad swath of investors.
ETF Trends CEO Tom Lydon discussed the SmartETFs Dividend Builder ETF (DIVS) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. This ETF offers exposure to small cap U.S. stocks that maintain attractive dividend yields, making it one of many tools available to investors looking to enhance the current returns delivered from the equity side of their portfolios.
The Vanguard Dividend Appreciation ETF (NYSEArca: VIG) and the Vanguard High Dividend Yield ETF (NYSEArca: VYM) are two of the largest dividend-oriented exchange traded funds, but they aren’t carbon copies of each other. For its part, VIG – largest dividend ETF trading in the U.S. – focuses on companies with dividend increase streaks of at least 10 years.
More than seven months into 2021, are likely investors acquainted with the factor landscape at this juncture, at least as it pertains to the ever-popular growth/value debate. Owing to the economic cycle and the reopening/reflation trade, value stocks trounced their growth rivals for much of the first half of the year.
When investors think about retirement plans, many focus on putting away cash and then investing it wisely to grow their nest egg. But there’s a critical piece of retirement income planning that’s often overlooked: a strategy to withdraw those carefully tended savings.
Investors can effectively diversify traditional portfolios with commodities exchange traded funds. In the recent webcast, Industry Experts on Opportunities in Today’s Biggest Commodities , Helima Croft, Managing Director, Head of Global Commodity Strategy and MENA Research, RBC Capital Markets, outlined some of the current energy market dynamics, with the Organization of Petroleum Exporting Countries and its allies, or OPEC+, beginning to ease cuts.