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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Toronto-headquartered Horizons ETFs has launched a new fixed income ETF in Canada which is the country’s first to target the global green bond market. The proceeds raised by green bonds are directed towards environmental initiatives.
Tactical factor exposure to developed markets outside of the United States can be had with the FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) . TLTD seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Developed Markets ex-US Factor Tilt Index.
While investing in international equities comes with inherent risks, exchange traded fund (ETF) investors can sleep easier with the FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD) . “Investing in low volatility international stocks is often used as a defensive strategy by investors who want to participate in some of the market’s growth while potentially reducing their downside risk,” a FlexShares Fund Focus article noted.
KraneShares has introduced a new China-focused fixed income ETF providing exposure to renminbi-denominated securities included in the Bloomberg Barclays Global Aggregate Index . The fund is the first ETF to target renminbi-denominated securities included within the Bloomberg Barclays Global Aggregate Index.
Leveraged loans and their related exchange traded funds are regaining fans this year as advisors look for the elusive combination of income and protection against rising Treasury yields. That trend could continue benefiting the actively managed SPDR Blackstone/GSO Senior Loan ETF (NYSEArca: SRLN) .
The growth versus value narrative doesn’t have to begin and end with equities when bond-focused exchange traded funds (ETFs) can get in on the action with the FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) . Even as the effects of the pandemic are slowly dissipating, the risk of default is always apparent when investing in debt issues.
“The Great Inflation ” is a momentous period in U.S. economic history that lasted for 17 years between 1965 and 1982. During this time, the world’s largest economy experienced high levels of inflation that even went into double digits.
The global economy is changing, yet many investors seem to have static portfolios. The ongoing popularity of the so-called “secular growers” despite the stocks’ meaningful underperformance as the economy has started to change indicates investors generally have not understood the powerful secular macroeconomic forces fueling those stocks.
Europe’s first ETF exclusively targeting companies within the global travel industry is set for its maiden voyage. TRYP / TRIP provides exposure to firms linked to the airline, hotels, and cruise lines industries. The Airlines, Hotels and Cruise Lines ETF will list on London Stock Exchange on 9 June and will be available in US dollar ( TRYP LN ) and pound sterling ( TRIP LN ) share classes.
Sustainability is all the rage these days, as asset allocators prioritize environmental stewardship and social and governance progress. However, seasoned dividend investors know sustainability in another way: gauging a company’s ability to not only maintain its current payouts, but grow them over the long-term.
Investors can always use more income, and there exist several ETFs that are paying out over 7% in annual dividend yields. Dividend yield is a measure of how much of security’s value is returned to shareholders in the form of dividends.
Despite historically low-interest rates weighing on bank earnings, the Financial Select Sector SPDR Fund (NYSE: XLF ) is up 27.5% in 2021, more than double the return of the SPDR S&P 500 ETF Trust (NYSE: SPY ). Earnings Expectations: On Thursday, DataTrek Research co-founder Nicholas Colas said investors should stick with the financial sector for at least two reasons.
By The Retirement Income Store The stock market, earnings, and even interest rates … many economic indicators have been rising since the start of the year. Is that good news for your retirement plan? Well, it depends. I sometimes describe investing for income as a strategy that works regardless of stock market conditions.