ETF Investing

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.

TopicsETF ListPortfolio planningBonds & fixed incomeThematic investingSectors & rotationDisruptive techDividend equityEconomic analysis

  • Mortgages, Not Assets: How ‘REM’ Invests in Real Estate

    Covid-19 has changed the real estate investment trust ( REIT ) landscape, particularly commercial property and office buildings. One REIT to consider focuses on mortgages rather than physical property: the iShares Mortgage Real Estate Capped ETF ( REM B ) , which is up 25% the last three months. “Mortgage real estate investment trusts (REITs) may sound intimidating, but their operating model is actually pretty simple,” a Motley Fool article noted. “These businesses borrow money at short-term lending rates and acquire assets that have a higher long-term yield.

  • ESG Has Never Been More Promising. Jump In with ‘EFIV’

    As ETFs around the world garnered a record high $7.6 trillion in 2020, environmental, social, and governance (ESG) investing was one of the bright spots in the industry. With the ESG space reaching a tipping point in challenging 2020, look for more strength in 2021 with ETFs like the SPDR S&P 500 ESG ETF (EFIV)

  • Play a Russian Recovery with VanEck’s RSXJ ETF

    Like the rest of the world, Russia is trying to weather the economic storm caused by the Covid-19 pandemic. However, the country’s officials are projecting positive GDP growth for 2021, which is a good sign for the VanEck Vectors Russia Small-Cap ETF ( RSXJ B- ).

  • U.S. Corporate Bond ETFs Could Continue to Rally

    Investment-grade corporate bonds have been strengthening as the prospects of an economic recovery and a slowdown in borrowing have helped support credit markets. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) increased 8.5% over the past yea

  • Looking For Bonds? 3 Prescient ETFs from Invesco

    Getting more than broad-based bond exposure doesn’t mean investors have to deep dive into the debt market. They can start with three ETFs from Invesco that are seeing heavy average daily volume.

  • This Thriving Multi-Factor Portfolio Boasts a Star-Studded Lineup

    Multi-factor investing is suitable across a variety of market environments and is looking to prove itself again in 2021. Advisors can access a variety of multi-factor strategies under a single umbrella with the WisdomTree Multi-Factor Model Portfolio. 

  • How Platform Businesses Are Upending the Stock Market

    In the realm of disruptive growth investments, there are a slew of platform-driven companies spanning an array of high octane segments and technologies. Predictably, stock picking in these spaces is difficult, but advisors can ease that burden with WisdomTree’s new Disruptive Growth Model…

  • VanEck Is Planning An Equity-Based ETF That’s A Spin On Crypto

    There still isn’t a bitcoin exchange-traded fund in the U.S. When that’s going to change is up for considerable debate, but in the meantime, investors have some other avenues to consider, including blockchain exchange-traded funds .

  • The ‘ARKG’ ETF: Join the Genomics Revolution

    The genomics space is rapidly innovating. The ARK Genomic Revolution Multi-Sector Fund ( ARKG ) makes accessing innovation much easier. For investors, ARKG’s active management and utility are vital because the fund is flexible and able to capitalize on genomics advancements more rapidly than index-based rivals.

  • 2021 Outlook: Cyclical Rotation Ahead

    Things have changed. Looking at 100 years of data, this chart from Morgan Stanley shows that cyclical sectors have never had a lower weight in the S&P 500 Index . Growth , stability and defense sectors have never had a greater weight—now more than three-quarters of the index.  Cyclical sectors are Financials, Industrials, Energy and Materials.

  • Agricultural ETFs Jump Amid Crop Report Revisions

    Corn and soybean futures rocketed higher on Tuesday amid a decline in crop yields, sending agricultural ETFs higher as well. Agricultural ETFs gained amid revisions from the U.S. Department of Agriculture’s January World Agricultural Supply and Demand Estimates, or WASDE, that hammered projected ending stocks for both commodities, reflecting limits to last year’s U.S. production estimates and a more nebulous outlook for South American crops.

  • As Gold Yields Grow, Watch Two VanEck ETFs Closely

    Tactical Allocation Channel Gold prices are still up about 19% within the past year, but have stumbled to start the new year. As Treasury yields start to move higher, keep an eye on a pair of ETFs: the VanEck Vectors Gold Miners ETF ( GDX B+ ) and the VanEck Vectors Junior Gold Miners ETF ( GDXJ B ). GDX seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the NYSE® Arca Gold Miners Index®.