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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Among the many assets getting a lift from the two Senate runoff races in Georgia earlier this week were bank stocks and the related exchange traded funds such as the Invesco KBW Bank ETF ( KBWB C+ ). 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.
RiverFront places a high probability of positive market returns in 2021 2020 was a dark year by almost any standard imaginable. Riverfront’s Outlook theme for 2021 is Out of the Darkness , which references not only the renewed optimism society is placing on a vaccine for COVID-19, but also the emergence of what we believe is a new positive economic and market cycle.
Swan Global Investments, a specialized asset management firm with a 20-year track record in hedged equity solutions, announced on Wednesday the launch of the Swan Hedged Equity Exchange-Traded Fund (HEGD). HEGD is the first ETF launched by Swan Global Investments.
In times of market uncertainty, getting multi-asset exposure can help diversify a portfolio by adding uncorrelated assets to the mix in order to mitigate concentration risk in a particular asset class. But when an investor wants multi-asset exposure and income at the same time, there are ETFs to handle that: Invesco Zacks Multi-Asset Income ETF (CVY) .
To say 2020 has been an eventful year for fixed income investors is an understatement, but advisors can get ahead of the game for 2021 with the right model portfolio. Enter WisdomTree’s Fixed Income Model Portfolio , which features exposure to eight fixed income exchange traded funds.
“This model portfolio is focused on a diversified stream of income. It seeks to benefit from secular trends we see evolving in the fixed income markets in a risk-conscious manner. The model portfolio focuses on select opportunities in core sectors, while strategically allocating among sectors and extending the model portfolio’s reach globally,” according to WisdomTree.
As the new year approaches, investors can look to cheap index-based exchange traded fund strategies to create a well-rounded, diversified investment portfolio for 2021. “Diversification helps investors to navigate fast-changing markets and stay the course to pursue their financial goals.
Clean energy has been one of the prime plays in the ETF landscape this year, and with an incoming Biden administration, more strength could be on the way. Both the Invesco Solar ETF (TAN) and VanEck Vectors Low Carbon Energy ETF (SMOG) have already delivered massive gains this year.
By Jeremy Schwartz, CFA, Global Head of Research; Kara Marciscano, CFA, Senior Research Analyst Technology experts at Bessemer Venture Partners have released a new report detailing why the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google), that so aptly portrayed technology market…
This article melds Dividend Ideas, Retirement, and Portfolio Strategy; it’s an in-depth look at four emerging market ETFs which combine value, growth, quality, and yield
Arguably, dividends never really go out of style, but dividend stocks do encounter rough patches as was the case earlier this year. Good news: payouts are back in style setting up well for the FlexShares Quality Dividend Defensive Index Fund (NYSEArca: QDEF) in 2021.
It’s now the largest actively managed exchange traded of any variety, and its one of the best-performing ETFs this year, active or passive. The ARK Innovation ETF ( ARKK ) didn’t get here by chance. ARKK is often highlighted for being an early ETF advocate for Tesla ( NASDAQ : TSLA ). The case for Tesla upside remains strong because of continuous advancements in EV. “Electric vehicles may cost about the same as their gas-guzzling brethren in just three or four years — and only get cheaper from there,” reports David Baker for Bloomberg .
The current market environment is conducive to equities, but that doesn’t mean bond exposure should be expunged from your portfolio. First, why still get bond exposure? As a Financial Times article put it: “Returns over the horizon may be harder to achieve, but bonds will still play a very important role in portfolios.
Every year, the top asset-gathering exchange traded funds are pure beta, broad market funds. Think the Vanguard Total Stock Market ETF (NYSEARCA: VTI), Invesco QQQ (NASDAQ: QQQ ) or, in the fixed income department, the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG).