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 first quarter ended last week and, among other things, that means another earnings season will soon kick off. That also means that, per usual, financial services stocks will get the ball rolling, putting the Invesco KBW Bank ETF (NASDAQ: KBWB) in focus.
Value’s lead over growth in 2021 is helping ETFs like the Vanguard S&P 500 Value Index Fund ETF Shares (VOOV) , which boasts just a 0.10% expense ratio. VOOV seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks in the United States.
Timing individual investment factors is difficult, but some advisors and clients still try to do it. There are easier ways of deploying factor-based strategies. Consider the U.S. Multi-Factor Model Portfolio, which is part of WisdomTree’s Modern Alpha series of model portfolios. “This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of U.S. equities primarily using factor focused ETFs.
What’s the secret behind the eternal youth of Lady Liberty standing tall in New York for over a century? The same dynamic element that has been used by humans for over 10,000 years: copper. The French knew copper would be the ideal element for the Statue of Liberty’s outer layer—being lightweight, rustproof, and strong but easy to shape—when they crafted it as a gift to the U.S. in 1886.
The U.S. advertising market is expected to explode this year as businesses spend more on advertisements to recover from the coronavirus pandemic, bolstering telecommunication sector exchange traded funds that track some of the largest internet advertising venues.
Inflation is top of mind right now for many consumers, businesses and investors. Responding to a recent Bank of America survey, asset managers around the world agreed that inflation is the number one market risk, displacing COVID-19 for the first time since February 2020.
Value stocks in the U.S. are generating plenty of buzz, and rightfully so, but investors shouldn’t sleep on their European counterparts. One way to look across the Atlantic is the WisdomTree Europe Quality Dividend Growth Fund (NYSEArca: EUDG) .
Fixed income investors who want to surf the rising tide of interest rates should keep the VanEck Vectors Investment Grade Floating Rate ETF (FLTR) in their toolbox. FLTR can be used in tandem with a fixed income portfolio as a hedging component against rising yields.
Cathie Wood-led ARK Investment Management’s newest fund, the ARK Space Exploration & Innovation ETF (BATS: ARKX ) will begin trading on Tuesday, according to a notification from CBOE Global Markets. What Happened: This will be Cathie Wood and ARK’s first ETF launch in nearly two years.
February 2021 Macroeconomic growth and macroeconomic growth expectations play an important role in equity investing. When macroeconomic growth or macroeconomic growth expectations increase, we would expect that equity markets perform better than when macroeconomic growth or macroeconomic growth expectations are falling.
Infrastructure and clean energy ETFs have been the early beneficiaries of a Joe Biden presidency thus far this year. An infrastructure package that will incorporate climate change initiatives can especially help this pair of iShares ETFs.
We have shown similar tables in previous updates, but Canterbury Ranks and Rates securities on a risk-adjusted basis according to our Volatility-Weighted-Relative-Strength (VWRS). It allows all securities to be put on an equal playing field when it comes to measuring relative strength in conjunction with volatility.
Looking for long-term exposure that can last for decades? The Vanguard Growth Index Fund ETF Shares (VUG) could be the fund you’re looking for. In essence, VUG offers investors the ideal set-it-and-forget-it set-up for their portfolios.