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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Getting quality and value in bond exposure is an added plus when it comes to high yield debt investing. Thankfully ETF investors can get both with the iShares Edge High Yield Defensive Bond ETF (HYDB) . HYDB seeks to track the investment results of the BlackRock High Yield Defensive Bond Index.
High-yield corporate bonds are off to solid starts in the new year. But that’s not license for investors to take on too much risk. In fact, now’s a good time to implement quality with junk bonds via the FlexShares High Yield Value-Scored Bond Index Fund (NYSEArca: HYGV ) .
As the capital markets continue to swarm with activity over a renewed risk-on from investors and Reddit forums, there’s no shortage of…
Across the globe, quality stocks were among the best performers in 2020, as companies with high profitability maintained an earnings edge despite Covid-19’s impact on the economy. The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) , which seeks to track the WisdomTree U.S. Quality Dividend Growth Index (WTDGI) , selects companies that look attractive according measures of profitability like return-on-equity (ROE) and return-on-assets (ROA) , and earnings growth prospects, and weights them by their dividend stream .
2021 has already been a fickle year for the big banks. The group of JP Morgan, Citigroup, Bank of America, Goldman Sachs, Wells Fargo, and Morgan Stanley mostly reported Q4 earnings and revenue above consensus analyst estimates, keeping with the long-term trend.
By Rob Glownia, CFA, CFP, Senior Portfolio Manager, Co-Head of Investment Committee Global Equity CIO, Adam Grossman & Global Fixed Income Co-CIO, Kevin Nicholson Since November, we’ve participated in many calls with financial advisors and their clients to talk about the implications of the election and how to think about markets in 2021.
Social distancing is helping to push the needle toward more telemedicine, which bodes well for ETFs like the Global X Telemedicine and Digital Health ETF (EDOC) . The fund is up 9% to start 2021. “Once considered to be merely a novel way to connect doctors with patients, telemedicine now is recognized as an essential tool in the fight to overcome Covid-19,” a Forbes article noted. “Since the start of this pandemic, there has been a nationwide push for treating non-emergency physical and mental illnesses with virtual office visits.
ARK Invest has identified five innovation platforms that are evolving today and generating new technological breakthroughs. Companies that are leading and benefiting from these technologies could present opportunities for long-term growth and capital appreciation.
By David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck The VanEck Vectors® Real Asset Allocation ETF (RAAX®) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, commodity price, and sentiment) to allocate across 12 individual real asset segments in five broad real asset sectors.
Gold ETFs certainly held their shine in 2020, as did other precious metals like silver. 2021 though may be the year of copper and the Global X Copper Miners ETF ( COPX B ), which is already up 13% year-to-date.
A rare earth metals exchange traded fund has been rallying as the Biden administration looks to bolster the country’s future technologies in a new age of defense and security. The VanEck Vectors Rare Earth/Strategic Metals ETF (REMX C) has increased 33.3% over the past month and 100.9% over the past three months.
The Federal Reserve provided a vital backstop to the corporate bond market last year. Now, some analysts see the market supporting itself again, spelling opportunity for the FlexShares Credit‐Scored US Corporate Bond Index Fund (NasdaqGM: SKOR) .
Traditional retirement techniques don’t cut it for all investors. The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) offers a modern approach to bolstering retirement income. NUSI can act as a complement to traditional equity and fixed income allocations or as the ideal protective hedge for investors with heavy exposure to technology and growth stocks because the fund is a “rules-based options trading strategy that seeks to produce high income using the Nasdaq-100 Index,” according to Nationwide.