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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The widely observed MSCI Emerging Markets Index is up 7% year-to-date. That’s decent, but investors opting for emerging markets exchange traded funds with deeper cyclical value tilts could be doing a lot better. For example, the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is up nearly 13% since the start of the year.
Corporate bond exposure can help diversify a fixed income portfolio, especially if it’s laden with safe-haven government debt. Vanguard offers three ETFs to choose from. Corporate bonds have the ability to offer more attractive yields, as compared to government debt like Treasury notes.
Actively managed exchange traded funds are bringing in assets at a prodigious pace , but the group remains a small slice of the overall ETF industry. An obvious area in which active ETF issuers can gain market share is fixed income.
The tightening of credit spreads may dissuade fixed income investors from heading into corporate bonds, but an added dose of scoring efficiency can help ease credit risk concerns with the FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) .
By Larry Whistler, CFA, President & Co-Chief Investment Officer, Nottingham Advisors With all due respect to the good folks at Merriam-Webster, we at Nottingham feel that it is the US Federal Reserve chair’s definition of the word transitory that carries the most weight these days.
Cathie Wood -led Ark Investment Management on Friday bought 25,000 shares, estimated to be worth about $250,000, in Jaws Spitfire Acquisition Corp (NYSE: SPFR ), the blank-check firm that is set to take 3D printing company Velo3D public.
As the capital markets await a potential Bitcoin exchange traded fund (ETF), investors can snag indirect exposure to the phenomenon with funds like the Global X FinTech ETF (FINX) . Like precious metal investors who use miners as a backdoor play, getting crypto exposure can be had with companies that focus on blockchain technology
With inflation at the forefront of so many economic and financial market conversations these days, an easy way for investors to get over fears of a rising Consumer Price Index ( CPI ) reading is with a strategy many are already deploying: dividend growth.
When choosing a dividend growth ETF, dividends aren’t the only thing that matter. The cost to hold the ETF over time is an important consideration. Dividend growth ETFs reap the most reward for investors who can hold on to them for a long time.
ETF investors seeking to capture the upside of small cap equities without the added dose of volatility can do so with the Invesco S&P SmallCap Low Volatility ETF ( XSLV B- ). As per the fund description, XSLV seeks to track the investment results of the S&P SmallCap 600 Low Volatility Index.
With interest rates still low, an assortment of traditional income-generating assets just aren’t getting the job done for many income investors. That puts alternative assets in the spotlight, including business development companies (BDCs).
Exchange traded fund investors should consider the role commodities can play in a well-balanced investment portfolio. In the recent webcast, Commodities: Disrupted Demand, Disrupted Supply, Continued Opportunities , Robert Minter, Director of ETF Investment Strategy, Aberdeen Standard Investments; and Stan Kiang, Director of Strategic Accounts, Aberdeen Standard Investments, argued that while commodities have always rounded out diversified portfolios, they are becoming even more prominent as we begin to emerge from the global COVID-19 pandemic.
The PHLX SOX Semiconductor Sector Index (SOX) – the most widely observed chip equity benchmark – has a new home among U.S.-listed exchange traded funds. The Invesco Nasdaq Biotechnology ETF (IBBQ) debuts today, providing access to the 30 components in the PHLX SOX Semiconductor Sector Index that serve as the backbones of an array of disruptive technologies.