Ten Themes for 2021
To kickstart our Behind the Markets podcast in 2021, we had the pleasure of chatting with John Davi of Astoria Portfolio Advisors about the 10 themes he’s incorporating into his model portfolios for 2021
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Is a Weaker Dollar Paving the Way for Euro Strength?
The Xtrackers MSCI Europe Hedged Equity ETF (DBEU) and the Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) are both up about 3% to start the new year. While both funds feature a euro hedging strategy, the currency could be gaining strength amidst a weaker dollar.
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Inside the IHAK ETF: Cybersecurity for the Win
The heavier reliance on the internet amidst the pandemic fed into more strength for cybersecurity. Investors can continue to pad their portfolios with a cybersecurity play through the iShares Cybersecurity and Tech ETF (IHAK) . “The evolution of the work from home economy, the boom on online commerce, the focus on election security and the looming threat of continued data integrity hacks have made the cybersecurity sector a top focus for several years among individuals, companies and investors,” writes David Dierking in The Street
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Actionable Ideas to Start the New Year
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional.
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The ARKF ETF: Tempting Crypto Angles and Blockchain
With Bitcoin in the headlines again, blockchain investing is receiving renewed attention. Certain fintech exchange traded funds like the ARK Fintech Innovation ETF ( ARKF ) can help investors marry those two concepts.
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3 VanEck ETFs Already Outperforming in 2021
Getting international diversification via ETFs can help give investors equities exposure to areas responding differently to the Covid recovery. Fortunately, VanEck has three single country funds that are outperforming to start 2021.
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An ETF Strategy to Stay Invested in Equities and Hedge Downside Risks
Exchange traded fund investors can consider a strategy to incorporate a hedged equity position into a portfolio as a way to mitigate tail risk while seeking upside market participation. In the recent webcast, Reduce Market Downside Risk with a New Approach to Hedge Equity Portfolios , Jamie Atkinson, Managing Director, Head of Global Sales, Swan Global Investments, noted that investors have traditionally turned to fixed income assets like Treasuries to hedge market risk and balance out a diversified investment portfolio.
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A High-Yield Bond ETF to Enhance Your Asset Allocation for 2021
As we consider the path to potential recovery, exchange traded fund investors should consider a diversified asset allocation strategy for 2021. In the recent webcast, Turn the Page – Asset Allocation in 2021 , Dan Phillips, Director Asset Allocation Strategy, Northern Trust Asset Management, pointed out that the economy is rebounding, with business activity picking up and select regional Manufacturing PMI Survey Index levels at or above pre-coronavirus levels
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Marry Cyclicals and Dividends to Start Your 2021 Gains Off Right
There’s often an intersection between cyclical equities and dividend-paying stocks. Last year, it made for a rocky relationship, but that tide is turning for the better. Advisors can position for a cyclical/dividend renaissance with the WisdomTree Global Dividend Model Portfolio
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Yahoo Finance: ETFs To Watch As Biden Prepares To Present Stimulus Plan
While 2020 was a record year of inflows for ETFs, a couple of weeks into the new year, there are other things to expect due to those increased flows. ETFs Trends CEO, Tom Lydon, joined host Alexis Christoforous on Yahoo Finance’s “ETF Report,” where he focused on potential fiscal/monetary stimulus policies, Covid-19 vaccine bets, and hopes for more stimulus checks.
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Fintech Poses a Long Term Opportunity for Emerging Markets
The accelerating adoption of digital technologies in emerging economies will open growth opportunities for investors. “With the emergence of COVID-19, we saw an unprecedented step up in the pace of new adoption and integration, as the need to communicate and conduct business digitally became an imperative rather than simply a choice.
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Thematic But Not Siloed: The GXTG ETF Up 70%
Thematic Investing Channel There are a lot of growth themes to consider right now. ETF investors can opt for a thematic macro perspective with the Global X Thematic Growth ETF ( GXTG ), which is up over 70%. GXTG seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Thematic Growth Index.
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Structural and Cyclical Forces to Keep Inflation in Check
In the 1970s the most dreaded word in economics was inflation. Fast forward to the present and many are wondering if we will ever see sustained inflation again. Given the unprecedented central bank intervention over the last twelve years, inflation has been remarkably subdued, indeed at times investors have fretted that the US was experiencing deflation.
