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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Large cap value stocks usually reside on the more conservative end of the investment spectrum. After years of disappointment these names are ready to regain their long-term viability according to many fund managers. Cost-conscious investors can get in on that rebound with broad-based exchange traded funds such as the SPDR S&P 500 Value ETF (NYSEArca: SPYV) .
Investors looking for an avenue for tapping the value factor rebound at the sector level may want to consider financial services and the Invesco KBW Bank ETF (NASDAQ: KBWB) . KBWB tracks the widely followed KBW Nasdaq Bank Index. “The Index is a modified-market capitalization-weighted index of companies primarily engaged in US banking activities.
Cyclical and value stocks are making a comeback, giving investors reason to revisit the once beloved value factor. Broad-based value funds make sense for many investors, but others may opt to get tactical in the search for value.
Given the unfortunate second wave of the COVID-19 pandemic, it’s easy to focus solely on what the negative impact could mean for the U.S. economy. However, somewhat lost in the shuffle of data headlines is one sector of the U.S. economy that has been able to actually outperform expectations: manufacturing.
The U.S. dollar continues to confound investors with its bullish tone in the face of record-low interest rates. This is requiring European equities investors to hedge the euro, a strategy available to investors with the Xtrackers MSCI Europe Hedged Equity ETF (DBEU) and Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) .
I’m sure all of you have heard of ARK Invest founder, CEO, and CIO Catherine Wood. She is a crowd favorite at Mauldin Economics’ annual Strategic Investment Conference. (Mark your calendar for May 5‒14, 2021, and stay tuned to your email for details about this year’s virtual event.) Catherine is also one of the world’s greatest investors.
Depressed interest rates are prompting advisors and investors to embrace income-generating assets beyond the safest bonds. The Invesco Senior Loan ETF (NYSEArca: BKLN) is one noteworthy option. BKLN targets the S&P/LSTA U.S. Leveraged Loan 100 Index.
The Federal Reserve didn’t throw the capital markets a curve ball when it decided to keep interest rates unchanged last week. Fortunately, fixed income investors looking for yield have options thanks to ETF provider Invesco.
A taste for high yield and rare earth metals is apparent in the three VanEck ETFs with the highest inflows over the past week. With the Federal Reserve opting to keep interest rates unchanged, fixed income investors are seeking alternative forms of high yield.
Interest rates are low and there’s not much to write home about regarding municipal bonds and Treasuries. Fortunately, dividend stocks are coming back into style. Advisors can leverage that trend with the WisdomTree Global Dividend Model Portfolio
First Trust Global Portfolios has introduced the first ETF in Europe specifically to provide exposure to companies aligned to the theme of 5G technology. Rupert Haddon, Managing Director, Head of Sales at First Trust Global Portfolios. 5G – from Fifth Generation – refers to the latest generation of cellular mobile communications.
The global economy has lurched towards an even greater reliance on technology and an explosion in online innovation. At the same time, the so-called ‘trade war’ with China has put China and many emerging market economies into overdrive as they grow from export- and natural resource-driven economies to those based on consumption.
When allocating to dividend-paying instruments, a company’s ability to pay actually its dividends is of the utmost concern. The WisdomTree Global Dividend Model Portfolio is a collection of exchange traded funds emphasizing dividend growth and sustainability.