2021 has already been a fickle year for the big banks. The group of JP Morgan, Citigroup, Bank of America, Goldman Sachs, Wells Fargo, and Morgan Stanley mostly reported Q4 earnings and revenue above consensus analyst estimates, keeping with the long-term trend.
By Rob Glownia, CFA, CFP, Senior Portfolio Manager, Co-Head of Investment Committee Global Equity CIO, Adam Grossman & Global Fixed Income Co-CIO, Kevin Nicholson Since November, we’ve participated in many calls with financial advisors and their clients to talk about the implications of the election and how to think about markets in 2021.
Social distancing is helping to push the needle toward more telemedicine, which bodes well for ETFs like the Global X Telemedicine and Digital Health ETF (EDOC) . The fund is up 9% to start 2021. “Once considered to be merely a novel way to connect doctors with patients, telemedicine now is recognized as an essential tool in the fight to overcome Covid-19,” a Forbes article noted. “Since the start of this pandemic, there has been a nationwide push for treating non-emergency physical and mental illnesses with virtual office visits.
ARK Invest has identified five innovation platforms that are evolving today and generating new technological breakthroughs. Companies that are leading and benefiting from these technologies could present opportunities for long-term growth and capital appreciation.
By David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck The VanEck Vectors® Real Asset Allocation ETF (RAAX®) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, commodity price, and sentiment) to allocate across 12 individual real asset segments in five broad real asset sectors.
Gold ETFs certainly held their shine in 2020, as did other precious metals like silver. 2021 though may be the year of copper and the Global X Copper Miners ETF ( COPX B ), which is already up 13% year-to-date.
A rare earth metals exchange traded fund has been rallying as the Biden administration looks to bolster the country’s future technologies in a new age of defense and security. The VanEck Vectors Rare Earth/Strategic Metals ETF (REMX C) has increased 33.3% over the past month and 100.9% over the past three months.
The Federal Reserve provided a vital backstop to the corporate bond market last year. Now, some analysts see the market supporting itself again, spelling opportunity for the FlexShares Credit‐Scored US Corporate Bond Index Fund (NasdaqGM: SKOR) .
Traditional retirement techniques don’t cut it for all investors. The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) offers a modern approach to bolstering retirement income. NUSI can act as a complement to traditional equity and fixed income allocations or as the ideal protective hedge for investors with heavy exposure to technology and growth stocks because the fund is a “rules-based options trading strategy that seeks to produce high income using the Nasdaq-100 Index,” according to Nationwide.
Covid-19 has changed the real estate investment trust ( REIT ) landscape, particularly commercial property and office buildings. One REIT to consider focuses on mortgages rather than physical property: the iShares Mortgage Real Estate Capped ETF ( REM B ) , which is up 25% the last three months. “Mortgage real estate investment trusts (REITs) may sound intimidating, but their operating model is actually pretty simple,” a Motley Fool article noted. “These businesses borrow money at short-term lending rates and acquire assets that have a higher long-term yield.
As ETFs around the world garnered a record high $7.6 trillion in 2020, environmental, social, and governance (ESG) investing was one of the bright spots in the industry. With the ESG space reaching a tipping point in challenging 2020, look for more strength in 2021 with ETFs like the SPDR S&P 500 ESG ETF (EFIV)
A China country-specific exchange traded fund targeting environmentally friendly companies has been climbing as the emerging country doubles its new renewable energy capacity. The KraneShares
Like the rest of the world, Russia is trying to weather the economic storm caused by the Covid-19 pandemic. However, the country’s officials are projecting positive GDP growth for 2021, which is a good sign for the VanEck Vectors Russia Small-Cap ETF ( RSXJ B- ).
Investment-grade corporate bonds have been strengthening as the prospects of an economic recovery and a slowdown in borrowing have helped support credit markets. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) increased 8.5% over the past yea
