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 ListFixed IncomeEquityEconomic and Industrial AnalysisPortfolio PlanningDividendMulti Asset

  • Sticking With High Quality Cyclicals

    Investors should continue to favor high quality cyclicals, i.e., companies that are geared to the economy but are more profitable than their…

  • EWS: Ideally Placed For Financial Sector Recovery

    The iShares MSCI Singapore Capped ETF (EWS) offers a high dividend yield and the opportunity to benefit from Singapore’s stable economic outlook and the strong likelihood of currency strength.

  • With Bond Fund ETFs, the Credit Keeps the SKOR

    The FlexShares Credit‐Scored US Corporate Bond Index Fund (NasdaqGM: SKOR) is an investment-grade corporate bond exchange traded fund worth considering in 2021 as the potential for narrower yield spread lingers

  • CHIQ: China’s Consumer Discretionary Sector Headed For Major Speedbumps (NYSEARCA:CHIQ)

    China’s consumer discretionary sector has seen extreme gains over the past few months as investors pile into the only major area of global economic growth.

    China’s consumption has grown at a fast pace over the past decade, but growth has decreased substantially over the past few years as its housing market becomes unstable.

    Recent surprise defaults of AAA-rated state-owned-enterprises have sparked fears of hidden widespread risks in China’s major corporations.

    Despite risks, valuations of China’s major consumer discretionary companies have nearly doubled this year.

    The China consumer discretionary ETF CHIQ’s performance may reverse soon as the PBOC looks to stop the Yuan’s rise and the U.S. flirts with delisting Chinese firms.

  • Risk-On Might Be Back, But Keep the Euros Hedged

    You can bet that Europe is keeping an eye on what the markets are doing in the U.S. The hope is that a vaccine rally can continue to power equities through the rest of 2020. With optimism and a renewed risk-on sentiment running rampant in the global capital markets, including Europe, it’s still wise to keep those currencies hedged in these volatile times

  • Vanguard Health Care ETF: A Sector That’s Both Defensive And Growing

    VHT is a low cost ETF that provides exposure to healthcare sector, primarily pharmaceuticals, medical equipment, and insurance.

    VHT’s exposure to well-established companies with stable market products makes it defensive in this economic environment.

    VHT is also poised for growth as the economy recovers and healthcare spending continues to skyrocket.

  • SPDR ETFs: Liquidity and Price Discovery Tools

    By State Street Global Advisors During a period of heightened volatility, SPDR ETFs served as an effective price discovery tool that enabled investors to assess the valuation and liquidity of the overall market.