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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As investors rotated out of growth and into value, socially responsible funds that track environmental, social, and governance principles took an indirect hit. ESG strategies target themes beyond company fundamentals and have leaned heavily toward growth-oriented companies in recent years, notably through technology giants like Apple, Google’s parent company Alphabet, and Microsoft.
ETF investors seeking to enhance their portfolio mix can consider a smart beta strategy based on a TOBAM methodology that challenges conventional diversification wisdom. In the recent webcast, 99 Problems, but Concentration Isn’t One: A New Approach to Diversification , Mark Hackett, Chief of Investment Research, Nationwide, outlined the current market environment we are in after a tough coronavirus induced pullback and subsequent rally in equities.
The present chip shortage is certainly putting the pinch on various industries who need the processing power. As such, semiconductors top the fund flow leader board on ETF Database , which includes assets like the VanEck Vectors Semiconductor ETF (SMH)
In an ultra-low yield environment, income investors often need to go beyond bonds and common stocks. Asset classes to embrace include preferred stocks, accessible via exchange traded funds like the Global X U.S. Preferred ETF (Cboe: PFFD) .
Investors usually love domestic small caps. They can wade into their international equivalents with the ERShares NextGen Entrepreneurs ETF (ERSX) . ERSX selects the most entrepreneurial, primarily non-U.S. small cap companies that meet the thresholds embedded in its proprietary Entrepreneur Factor (EF).
BlackRock has launched a new fixed income ETF in Europe which is the continent’s first to provide targeted exposure to euro-denominated emerging market government debt. The fund is the first ETF in Europe providing exposure to emerging market government bonds denominated in euros.
On Wednesday, State Street Global Advisors, the asset management business of State Street Corporation ( STT ), announced the launch of the SPDR Bloomberg Barclays Emerging Markets USD Bond ETF ( EMHC ). The fund was developed to provide exposure to US dollar-denominated debt issued by sovereign and quasi-sovereign emerging market issuers.
In the United States, healthcare is a dynamic sector home to defensive value stocks, disruptive growth names, and plenty of in-between. China offers a comparable level of healthcare dynamism, which investors can access with exchange traded funds such as the KraneShares MSCI All China Health Care Indes ETF (KURE) .
Investors can look to a targeted exchange traded fund strategy to capture digital transformation in India. In the recent webcast, Emerging Market Internet Trends: The Rising Generation of Digital Consumers in India , Kevin Carter, Founder and CIO, EMQQ, underscored the opportunity in the emerging economies, such as their favorable demographics that continue to support consumption-based growth.
The coronavirus pandemic altered the healthcare landscape and how and where people work. The Principal Healthcare Innovators Index ETF (BTEC) is an exchange traded fund at the epicenter of those themes. BTEC seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq Healthcare Innovators Index.
Most people do not understand the concept and process of Bitcoin. Our extensive guide dives into the nitty-gritty in an easy-to-understand manner that won’t leave you confused or frustrated.
The ongoing rotation into value stocks has not abated as exchange traded fund investors continue to trim exposure from the growth style. Looking at latest GTS Mischler Financial Group data for the week ended April 5, the Invesco QQQ Trust (NASDAQ: QQQ) , which tracks the technology heavy Nasdaq-100, suffered $3.7 billion in net outflows, ARK Innovation ETF (NYSEArca: ARKK) saw $682 million in net outflows, and iShares MSCI EAFE Growth Index (NYSEArca: EFG) experienced $636 million in net outflows.
Dividend growth is returning in a big way, and that scenario couldn’t arrive at a better time with Treasury yields still low. Advisors can position for what’s expected to be a materially better environment for payout names with the Global Dividend Model Portfolio, which is part of WisdomTree’s Modern Alpha series of model portfolios.